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Getting started

8
  • Navigating the HighEngage Interface
  • Overview of the HighEngage Dashboard 
  • Logging in to HighEngage
  • Understanding the 7-Day Free Trial in HighEngage 
  • Creating Your HighEngage Account
  • How HighEngage AI Agents Work 
  • Signing Up with Google vs Email
  • What is HighEngage? 

Onboarding & Setup

12
  • Sharing Agents With Your Team 
  • Collaboration 
  • Installing HighEngage on WordPress 
  • Embedding the AI Chat Widget 
  • Deployment & Installation 
  • Previewing Your AI Agent 
  • Understanding Agent Status (Active vs Disabled) 
  • Editing an Existing Agent 
  • Agent Management 
  • Setting Up Your New AI Agent 
  • Completing the HighEngage Onboarding Wizard 
  • Choosing Your Use Case Template 

Personalizing Your AI Chatbot

10
  • Opening Chat by Default 
  • Adding Privacy Policy Links 
  • Adding Contact Page Links 
  • Customizing Chat Input Placeholder Text 
  • Configuring Supported Languages 
  • Setting Chat Font Size 
  • Changing Chat Theme Colours 
  • Choosing Widget Icons 
  • Setting the Chat Widget Avatar 
  • Customizing Your Agent Name and Description 

Training Your AI Agent (Knowledge Base)

10
  • Fixing AI Answers When Data Is Incorrect 
  • How the “Refresh Agent” Training Process Works 
  • Understanding Data States: New, Trained, Removed 
  • Using Google Drive as a Data Source 
  • Creating Custom Q&A for Your Agent 
  • Re-Crawling Website Data 
  • Crawling an Entire Website vs Single Page 
  • Training Your Agent with Website URLs 
  • Adding Files to Train Your AI Agent 
  • How AI Knowledge Training Works in HighEngage 

Configuring AI Behavior

4
  • Writing Effective System Prompts 
  • Setting the AI Agent Role 
  • Understanding AI Model Performance vs Cost 
  • Configuring AI Behavior 

Chat Messages & Interaction Settings

12
  • Configuring Message-Level Avatar 
  • Automatically Restarting Chats After Inactivity 
  • Allowing Users to Restart Chats 
  • Setting Message Character Limits 
  • Changing Prompt Display Position 
  • Adding Custom Links to Chat 
  • Making Example Questions Disappear After First Message 
  • Adding Example Questions to Guide Users 
  • Changing Time Format in Chat 
  • Enabling Automatic Greetings 
  • Customizing the “No Data Found” Response 
  • Setting the Intro Message 

Lead Capture & Visitor Data

7
  • Viewing Captured Leads 
  • Customizing the Lead Thank-You Message 
  • Making Lead Fields Mandatory 
  • Creating Custom Lead Fields 
  • Collecting Name, Email, and Phone 
  • When Lead Capture Is Triggered 
  • How Lead Capture Works in HighEngage 

Human Handover & Escalation

6
  • Receiving Escalation Emails 
  • Customizing Escalation Messages 
  • Escalating After Message Threshold 
  • Escalating After Multiple Failed AI Responses 
  • Allowing Users to Request Human Assistance 
  • Enabling Human Support Escalation 

Feedback & Chat Ratings

7
  • Viewing Feedback Analytics 
  • Collecting Feedback from Idle Chats 
  • Triggering Post-Chat Surveys 
  • Configuring Negative Feedback Responses 
  • Customizing Survey Questions 
  • Collecting Conversation Ratings 
  • Enabling Message-Level Feedback 

Security & Safety

4
  • Customizing Rate Limit Messages 
  • Setting Chat Request Rate Limits 
  • Enabling Abuse Reporting 
  • Restricting Chatbot in Allowed Domains 

Troubleshooting & Best Practices

7
  • Chat Widget Not Loading on My Website 
  • Human Escalation Not Working 
  • Lead Capture Not Triggering 
  • Refresh Agent Not Updating Responses 
  • My Website Crawl didn’t Work 
  • AI Is Giving Incorrect Answers 
  • Why My AI Agent Is Not Answering Questions 

Deployment

3
  • Installing HighEngage on Your Web Application 
  • Installing HighEngage on WordPress 
  • Embedding the Chat Widget 

Account & Billing

2
  • Understanding Free Trial Limits 
  • Managing Your Subscription 

Integrations

6
  • Zoho Sprints Integration
  • Pipedrive Integration
  • Google Drive Integration
  • Calendly Integration
  • HubSpot Integration
  • Integrations
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  • Training Your AI Agent (Knowledge Base)
  • How AI Knowledge Training Works in HighEngage 

How AI Knowledge Training Works in HighEngage 

2 min read

This explains how your AI learns from your data and uses it to answer users. 

Understanding this helps you control what your agent knows and improve response accuracy. 

How it works  #

Your AI only answers from trained data. 
If data is not trained, it will be ignored. 

Step 1: Add data  #

Go to Edit  → Data Source 

You can add: 

  • Files (PDF, DOC, TXT, DOCX)  
  • URLs (website pages)  
  • Q&A (custom answers)  

After adding, the data appears under New. 

Step 2: Train the data  #

Click Refresh Agent 

This will: 

  • Move New → Trained  
  • Remove items marked as Removed  
  • Update the AI’s knowledge  

Only Trained data is used by the AI. 

Step 3: Understand data states  #

Each data source moves through these states: 

  • New → Not used yet  
  • Trained → Used by AI  
  • Removed → Marked for removal  

Changes only apply after clicking Refresh Agent. 

Important Notes  #

  • If you don’t click Refresh Agent, new data is not used  
  • Removing data takes effect only after refresh  
  • If no data is trained, AI may fail or show fallback responses  
  • Refresh actions may be limited based on your plan  

Quick example  #

  1. Add your website URL  
  1. It appears under New  
  1. Click Refresh Agent  
  1. It moves to Trained  
  1. AI can now answer from your website  

Next, go to Preview and test if your agent responds using the trained data. 

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.

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Table of Contents
  • How it works 
    • Step 1: Add data 
    • Step 2: Train the data 
    • Step 3: Understand data states 
  • Important Notes 
  • Quick example 
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