Visperity AI User Guide & Help Center

Welcome to the Visperity AI Help Center! Visperity is an enterprise AI search, conversational virtual assistant, and embedded search suite designed to help your website visitors find exactly what they are looking for through natural language understanding, instant keyword autocomplete, and personalized product recommendations.

This documentation is written specifically for store owners, marketers, content managers, and site administrators. No coding or backend development experience is required.

📚 Documentation Navigation

Explore the step-by-step guides below to learn how to configure, customize, and install each Visperity AI feature on your website:

  1. Getting Started & Dashboard Overview

    • Dashboard navigation and section tabs
    • Creating and managing multiple Datasets
    • Saving and restoring Configuration Revisions (Snapshots)
    • Viewing Visitor Search & Inquiry Analytics
    • Plan quotas, usage limits, and upgrades

  2. Data Ingestion & Knowledge Base Management

    • How AI vector indexing works (in plain English)
    • Method 1: Single Web Page Crawler
    • Method 2: XML Sitemap Importer
    • Method 3: CSV Bulk Upload (with sample template, prices, and thumbnails)
    • Method 4: Manual Document & URL Ingestion
    • Knowledge Ingestion Queue & Background Batch Processing
    • Multi-Language Knowledge Base Translation Manager (Enable Checkboxes, Live Counters, Sync Status)
    • Managing, editing, and retranslating knowledge records & expandable child translation subsets
    • Category Tag System (Visual UX Labeling vs True Dataset Segmentation)

  3. AI Virtual Assistant Builder

    • What the Virtual Assistant does
    • Customizing conversational text, greetings, and disclaimers
    • Styling colors, chat bubble positions, and custom icons (~30% enlarged opener)
    • Scoped widget UI translations & 1-click AI auto-translate
    • Installing the Assistant on your website with one script tag
    • Complete Field & Setting Reference

  4. Live Search Autocomplete Builder

    • What Live Search does
    • Connecting to your existing website search input box
    • Instant SKU matching, semantic search, and bold category tags
    • Configuring colors, thumbnails, prices, and hover highlights
    • Custom CSS & scoped Live Search UI translations
    • Installing Live Search on your website
    • Complete Field & Setting Reference

  5. Embedded Search & Results Page Builder

    • What Embedded Search does
    • Setting up dedicated search results pages
    • Customizing results layout, pagination, price labels, image thumbnails, and bold category tags
    • Capturing incoming search queries from URL parameters (e.g. ?s= or ?q=)
    • Custom CSS & scoped Embedded Search UI translations
    • Installing Embedded Search on your website
    • Complete Field & Setting Reference

  6. Multi-Language & Global Translation Guide

    • Two-tier translation architecture (Scoped UI vs Knowledge Base Vectors)
    • Strict language gating (how language filtering keeps results accurate)
    • Localizing widget text and builder labels with AI Auto-Translate
    • Centralized Multi-Language Knowledge Base Translation Manager in Datasets
    • Incremental delta translation queueing (Translate Untranslated)
    • Expandable/collapsible child translation hierarchy with Edit, Retranslate, and Delete actions
    • Pricing, thumbnail image, and category tag translations

  7. Troubleshooting & Frequently Asked Questions

    • Verifying domain whitelists and API keys
    • What to do when search results are not appearing
    • How to update product prices or out-of-stock items
    • How to segment datasets for specific site areas (e.g. store products only vs KB articles)
    • Difference between Category Tags (UX labels) and Dataset Segmentation (content isolation)
    • Best practices for formatting knowledge content

🚀 3-Step Quick Start

Setting up Visperity AI on your website is fast and straightforward:

Step 1: Add Your Knowledge  ──►  Step 2: Customize Your Widgets  ──►  Step 3: Copy & Paste Embed Script
(Crawl site, sitemap, or CSV)    (Set colors, labels & thumbnails)     (Add 1 line of JS to your site)
  1. Add Knowledge: Go to Data Ingestion and submit your website's XML sitemap or upload a CSV catalog. The AI reads your pages and builds a semantic understanding of your products and articles.
  2. Customize Your Widgets: Use the visual builders for the AI Virtual Assistant, Live Search, or Embedded Search to match your brand's colors, fonts, placeholder messages, and thumbnail settings.
  3. Install on Your Site: Copy the pre-built JavaScript tag provided in the Embed Code tab of each builder and paste it into your website template right before the closing </body> tag.

That's it! Your website now provides instant AI-powered search and assistant capabilities.