Why Visitor AI cannot be turned on yet

Visitor AI stays unavailable until the workspace can answer safely, hand off reliably, and control paid usage. Smartbar shows the first missing requirement and links to the relevant setup area.

Possible missing requirements

  • Choose an AI plan: start a trial or activate an eligible paid plan.
  • Select an Agent: assign the Agent that Smartbar should use.
  • Finish Agent setup: add usable business context.
  • Add trusted Knowledge: wait until at least one source is indexed and enabled for AI.
  • Pass the Agent checks: run every required launch scenario against the current Agent and Knowledge versions.
  • Finish handoff and fallback: enable Talk to human and the required fallback behavior.
  • Review disclosure: show the AI badge so visitors know when they are talking to AI.
  • Choose allowance behavior: decide whether public AI stops at the included allowance or continues under a monthly cap.

If readiness changed back to Setup needed

An important Agent or Knowledge change can make an earlier launch test outdated. Re-run the required scenarios, review the answers, and return to Smartbar. Do not bypass the readiness checks by changing only the first-response choice.