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From sign-up to customers chatting with your AI support on your site: create a workspace, add help content, try it, publish, paste the snippet.

Follow these steps in order and customers can talk to your AI support on your website. The console is in Chinese only for now, so each label below is given with its Chinese text in parentheses.

1. Sign up

Open https://askpurser.com/app, click Sign up (注册), and register with an email and a password (at least 8 characters).

You will get a confirmation email. You can keep going before you confirm; the console reminds you until you do.

2. Create a workspace

A workspace is one shop: its own customers, orders, knowledge and support team. The first screen after you sign in is Create workspace (创建工作区):

  1. Enter a Workspace name (工作区名称). It appears as your store name in the chat window's title and greeting.
  2. To try things out first, tick Test workspace (测试工作区(放入演示店铺的顾客和订单)). To serve real customers, leave it unticked.
  3. Click Create (创建).

Later you can create or switch workspaces from the workspace switcher at the top of the sidebar.

Test workspace vs. real workspace

Test workspaceReal workspace
Data it starts withThe demo shop's customers, 50 sample orders (1001–1050), 3 English help articles and matching policy factsEmpty, so your analytics are your own from day one
Where the chat worksUntil you set allowed websites: on any page, including localhost and a local HTML fileOnly after you set allowed websites; until then only in Try it (试聊)
Chat windowShows "Test mode" next to the titleNormal
FeaturesEverythingDepends on your plan
AI conversationsTry it (试聊) is not counted; real chats on a website get 200 AI conversations a month, then the AI hands over to peopleDepends on your plan; Free includes 100 a month
CostNever billedFree is free; see pricing for paid plans
Seats5Depends on your plan; Free has 2
How many per accountUp to 3One real workspace on Free; paid ones are not limited

Tip

Create a test workspace to walk through the whole flow, then create a real workspace for real customers. Test workspaces are not billed; they are for trying purser, not for serving customers.

3. Add your help content

The AI only cites what is in your knowledge base when it answers questions about policies and products. Open Knowledge (知识库) under AI support (AI 客服) in the sidebar and click Add (添加):

OptionUse it for
Import website (导入网站)A whole help center, kept up to date automatically
Upload files (上传文件)PDF, Word, spreadsheets, web pages and more
New Q&A (新建问答)One question and its standard answer
Import Q&A from a spreadsheet (从表格导入问答)CSV or Excel, one question per row
Paste an article (粘贴一篇文章)Title and body, optionally with a link to the original

When you import a website, the first read stops and waits for you to confirm which sections and languages to import; only then does it go into the knowledge base.

The same page also holds policy facts such as the return window and warranty period. A test workspace already has three help articles (returns and refunds, shipping times, a blind box FAQ) and matching policy facts.

Details: Knowledge.

4. Try it

Open Try it (试聊) under AI support (AI 客服). On the left is the same chat window your customers see, running on your current knowledge, skills and policies, including changes you have not published yet.

  • In the top right, pick Anonymous visitor (未登录访客) or one of your customers. To ask about an order, pick a customer first: the AI never reveals order details to someone who is not signed in.
  • In a test workspace, pick Mia Chen and ask "Where is my order 1001?".
  • Click New conversation (新对话) to start over.

Try it does not go to the inbox and does not count toward analytics or AI conversations. The AI's answers are always shown directly, whatever your autonomy settings; where the conversation would go to a person, it only says so and nobody's phone rings.

5. Publish

Open Publish (发布) under AI support (AI 客服). Optionally describe the change in What changed (这次改了什么(可选)), then click Publish to customers (发布给顾客).

  • Before your first release, customers use your current knowledge and skills directly, and edits take effect at once.
  • After your first release, edits only show in Try it until you publish again, and you can roll back to an older version in one click. A new version applies from the next conversation; conversations already under way keep the version they started with.
  • Publishing re-answers recent customer questions with the new version as a check. This usually takes 2–5 minutes and you can leave the page. If the result is worse than the version customers use now, the release is not published and the page lists the questions it got wrong; if you are sure it is fine, you can publish anyway with a written reason.
  • On paid plans (Starter and up) you can also set golden questions: a question the previous version answered correctly and the new one gets wrong blocks the release.

Details: Try and release.

By default the AI drafts, it does not send

In a new workspace, replies the AI writes are drafts: someone on your team reviews them in the inbox before they reach the customer. Order-status answers built directly from your order data are not held this way. Once you have seen enough drafts to trust it, raise the level per question type in Settings (设置) → AI autonomy (AI 自主程度). See AI autonomy.

6. Put the chat window on your site

Open Setup (接入) under Manage (管理) in the sidebar.

First, set Allowed websites (允许的网站). One storefront address per line, for example https://shop.example.com, then click Save (保存):

  • It must be https (only http://localhost may use http), up to 20 entries.
  • Only the scheme, host and port count; any path is dropped. www. and the bare domain are two different addresses, so list both if you use both.
  • In a real workspace, the chat window only works in Try it until you fill this in. In a test workspace it works on any page until you fill it in, and from then on only on the listed sites.

Then paste the snippet. Copy yours from "2. Put the chat window on your website" (2. 把客服窗口装到你的网站) and paste it before </body> on every page of your site:

<script src="https://askpurser.com/embed/v1.js" data-key="pk_…" async></script>

data-key is your publishable key (it starts with pk_). It is public by design, so it is fine in your page source. Reload your site and a round chat button appears in the bottom right corner.

The same page lets you change the chat window's colour and position. More options: Website chat. A Shopify app is coming soon.

Two more steps let the AI answer "where is my order":

  • Send orders: generate a secret key in "3. Send order data" (3. 推送订单数据) and push orders from your server. See API and SDK.
  • Recognise signed-in customers: without an identity token the chat is anonymous and the AI gives no order details. See Identity tokens.

7. Check the go-live checklist

The Go-live checklist (上线清单) at the top of the Setup page has five steps. Each one ticks itself from what has actually happened; you cannot tick them by hand:

StepTicked when
Add your help content (放进你的帮助内容)Your knowledge base has at least one source
Put the chat window on your site (把客服窗口装到网站)You have set allowed websites, or a real conversation has happened on a website
Send orders (推送订单)At least one order has arrived
Recognise signed-in customers (认出已登录的顾客)A conversation has had a valid identity token
Publish to customers (发布给顾客)You have published a version

Conversations in Try it do not count. A test workspace comes with knowledge and orders, so "Add your help content" and "Send orders" start out ticked. Click any step to jump to where it is done.

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