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How To Set Up Your Organization in Engagifii ALLY™

Engagifii ALLY allows organizations to provide 24/7 AI-powered support to their members. Admins can configure their workspace to reflect their organization’s branding, knowledge sources, and details, ensuring members receive accurate & timely assistance.

Configure your AI-powered member support workspace

Engagifii ALLY enables members to ask questions anytime through a chatbot, reducing reliance on calls and emails. Administrators can customize their workspace through various settings such as organization details, branding, AI behavior, escalation rules, and integrations. By properly configuring these settings, organizations can deliver a seamless, branded, and efficient support experience while maintaining control over responses, human escalation, and system behavior.

Before You Begin

Understanding Personas

Engagifii ALLY includes three key personas:

  • Admin – Organization admins who configure and manage their workspace
  • Staff – Team members from the organzation who handle escalated conversations
  • Member – End users who interact with Engagifii ALLY for support

Admins are responsible for setting up and managing their organization’s workspace.

Accessing Workspace Settings

  • Navigate to the Engagifii ALLY sidebar menu
  • Click Admin → Settings
  • You will be redirected to the System Settings screen

This is where all configurations for your organization are managed.

AL1

General Settings Tab

Configure your organization’s core details and support availability.

Organization Details

  • Update your Organization Name
  • Add your Website URL

Working Hours & Time Zone

  • Set Start and End Time for support
  • Define your Time Zone

These settings determine when human staff will respond to escalated chats. Outside these hours, only the chatbot will respond.

Support Contact Information

Add contact details visible to members during chats:

  • Name (Optional)
  • Email
  • Phone Number

AL2-1

Branding Tab

Customize how your Engagifii ALLY workspace appears to members.

  • Set Organization Name (Header Display)
  • Upload Logo URL
  • Add Favicon URL
  • Define Primary and Secondary Colors

This ensures your chatbot experience aligns with your organization’s branding.

 AL3

Landing Page Tab

Customize the public-facing Engagifii ALLY's landing page.

  • Edit Hero Section headline, tagline and description 
  • Update icons, title and text labels in the Feature Section
  • Customize footer content

AL4

You can also get a preview of how the landing page is looking

AL5

This page is fully customizable to match your organization’s messaging and tone.

AI Configuration Tab

Control how the chatbot behaves and responds.

AI Model Selection

  • Choose the AI model (affects cost and performance)

AL6

Response Behavior

  • Temperature → Controls creativity of responses
  • Max Tokens → Limits response length and cost

AL7

System Prompt

Define the chatbot’s personality and behavior, such as:

  • Staying accurate
  • Avoiding hallucinations
  • Using only trusted knowledge sources

Knowledge Source Settings

  • Toggle Website Links in Responses
  • For Knowledge Source Priority choose between:
    • Knowledge Base (resources which admin has uploaded for Ally's knowledge base)
    • Website Content (information fetched by organization website scraping)
    • Balanced approach (50-50)

AL8

Additional Controls

  • Configure Escalation Frequency

AL9

Escalations Tab

Define when and how chats are escalated to staff.

Keyword-Based Escalation

Set trigger phrases like:

  • “Urgent” 
  • “Talk to a human”

AL10

Sentiment Analysis

  • This may increase usage cost if you turn on Sentiment Analysis toggle
  • Automatically escalate in real-time based on negative sentiment using AI

AL11

Staff Response Monitoring

  • Set response time limits (e.g., 30 minutes)
  • Escalate if staff does not respond in time

AL12

Recommendations Tab

Enhance responses with suggested resources.

  • Enable/disable Recommendations
  • Control:
    • Number of recommendations shown
    • Types of resources displayed

AL13

  • Select Resource Library for recommendations

AL14

Helps guide members to relevant resources alongside chatbot answers.

Notifications Tab

  • Enable or disable Email Notifications
  • Control alerts for workspace activity

al15

Integrations Tab

Connect Engagifii ALLY with external systems.

  • Integrate with LMS platforms using API credentials

al 16

Engagifii Platform Integration

  • Connect Engagifii ALLY with your Engagifii platform
  • Sync data using login credentials

This enables better tracking and unified system behavior.

AL17

Usage Tab

Monitor and manage credit usage.

Key Insights

  • Current usage and billing period
  • Monthly consumption trends
  • Credit usage per user
  • View Purchase History

al18

Forecasting

  • View projected annual usage

al19

  • Get recommended plan upgrades

al19b

Note:  Pricing subject to change.

Controls

  • Limit:
    • Conversations per member
    • Messages per conversation

al20

Pricing & Tiers

  • View current plan
  • Upgrade to higher tiers if needed

al21

Email Logs Tab

  • View all emails sent from the workspace
  • Track communication history

al22

FAQ Tab

Customize FAQs for different personas:

  • Members
  • Staff
  • Admins

al23

al24

System Settings Tab

Control system-level behavior:

  • Chat retention duration
  • Document retention duration
  • Auto-close conversation timing

al25

Final Thoughts

Setting up your Engagifii ALLY workspace ensures your organization delivers accurate, branded, and efficient member support. By configuring each tab carefully, you can control how your chatbot behaves, when staff gets involved, and how members experience support.

We hope this guide helps you successfully set up Engagifii ALLY for your organization.
Have questions or feedback? Please write to our support team at support@engagifii.com