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Contact Widget Configuration

  • Understanding Contact Widgets
  • Creating a Contact Widget
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Creating Channels & Widgets (AI Agent Setup)

  • Configuring an AI Agent
  • Understanding Channels
  • Creating a Channel Widget
  • Creating AI Agent Account
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AI Assitant Configuration

  • Creating AI Assistant
  • General Settings
  • Training Sources
  • Conversation Settings
  • Predefined Questions

Visual Customization

  • Mobile View OptionsĀ 
  • Greeting settings
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Targetting and Display Rules

  • Widget Display Triggers
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Leads, Messages and Analytics

  • The Leads Section
  • The Messages Section
  • The Analytics Section

Upgrade and license activation

  • The “My Account” section
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  • Free vs Pro Features

Miscellaneuous

  • System requirements
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  • The “My Account” section

The “My Account” section

1 min read

The My Account section in SiteLeads allows you to manage your account, monitor your usage, and control your AI assistants.

Overview #

This page provides a centralized dashboard where you can:

  • View your current plan usage
  • Monitor limits across features
  • Manage your AI assistants
  • Upgrade or scale your usage if needed

Usage Statistics #

The Usage Statistics panel gives you a real-time overview of your account limits and consumption across key features.

1. AI Assistants #

  • Shows how many AI assistants you have created.
  • Example: 4/5 means you have used 4 out of 5 available assistants.
  • Also displays how many you have left.

2. Widgets #

  • Indicates how many widgets you are currently using.
  • Example: 1/Unlimited means there is no limit on widget creation.

3. Messages #

  • Tracks how many messages you have used within your plan.
  • Example: 1/500 shows 1 message used out of 500 available.

4. Leads Captured #

  • Displays how many leads you have collected through your forms or assistants.
  • Example: 2/5 means you have captured 2 leads, with 3 remaining.

Each metric includes a progress bar so you can quickly see your usage at a glance.


My AI Assistants #

The My AI Assistants section allows you to view and manage all the chatbots you have created.

Assistant Cards #

Each assistant appears as a card with the following details:

  • Name: The name you assigned to the assistant (e.g., Dev, Test)
  • Website URL: The site where the assistant is deployed
  • Creation Date: When you created the assistant
  • Delete Button: Option to remove the assistant

Actions #

  • View Assistants: See all your active assistants in one place
  • Manage Assistants: Update configurations as needed
  • Delete Assistants: Remove assistants you no longer need

Best Practices #

  • Monitor your usage regularly to avoid hitting limits
  • Delete unused assistants to free up space
  • Keep track of your message usage to prevent interruptions
Updated on March 18, 2026
Free vs Pro FeaturesHow to activate the SiteLeads license
Table of Contents
  • Overview
  • Usage Statistics
    • 1. AI Assistants
    • 2. Widgets
    • 3. Messages
    • 4. Leads Captured
  • My AI Assistants
    • Assistant Cards
    • Actions
  • Best Practices

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