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AI Agent Setup

The AI Agent answers your visitors automatically, replying to support tickets and live chats using OpenAI. This guide is for site owners who want AI to handle first-line support before a human steps in.

The AI Agent is a ZenCommunity Pro addon. Once connected to an OpenAI account, it can reply automatically to new support ticket comments and handle live chat conversations in real time, handing off to a human when needed.

Follow the steps below to connect and configure the AI Agent in ZenCommunity.

Before You Begin

  • ZenCommunity Pro must be installed and your license activated. See License Activation.
  • The AI Agent addon must be enabled in ZenCommunity Pro.
AI Agent toggle highlighted in ZenCommunity settings.
  • You need an OpenAI API key. You create this in your own OpenAI account — ZenCommunity does not provide it.
  • For live chat AI, the Live Chat addon and the Live Chat companion plugin must be set up and connected. See Enable Live Chat.

Steps to Connect OpenAI

Step 1: Open AI Agent Settings

From your WordPress dashboard, go to ZenCommunity Pro → AI Agent settings.

Step 2: Enter Your API Key

  • Paste your OpenAI API key into the provider field.
 Settings with API key and linked agents.

ZenCommunity tests the key by contacting OpenAI. If the key is wrong or has no access, the save is rejected — double-check the key and try again.

Tip: Until a valid key is saved, the live chat AI screens show a warning like “AI provider not configured in ZenCommunity Pro.” Connecting the key clears it.

Steps to Configure the Agent

Step 1: Set the Agent Identity

  • Set the Agent Name — this is the name your visitors see on AI replies (for example, ZenCommunity AI Agent).
  • Optionally add a short Description and an Avatar Image.
Settings with Save Preferences highlighted.”

Step 2: Choose Where AI Is Used

  • Turn AI for Tickets on or off.
  • Turn AI for Live Chat on or off.

Step 3: Set a Takeover Delay (Optional)

  • Set a Takeover Delay in minutes for tickets and for live chat.
  • Leave it at 0 for the AI to respond immediately.
page with support ticket and live chat toggles.

Step 4: Save Your Changes

 settings with Save Preferences highlighted.

Steps to Configure Live Chat AI (Per Product)

Each product you connect to live chat can use either a shared global agent or its own dedicated agent. You set this on the AI Settings tab of the Live Chat plugin.

Step 1: Open AI Settings

Go to ZC Live Chat → AI Settings.

Step 2: Enable AI for the Product

Under General, tick Enable AI for this product.

  • Untick it to keep this product’s live chat human-only.
WordPress AI Settings page showing AI configuration options.”

Step 3: Choose an Agent Type

Under Agent, choose one of:

  • Global Agent — uses the default AI agent from your ZenCommunity Pro settings. Best when one shared setup works for everything.
  • Dedicated Agent — uses a specific agent created just for this product. Best when a product needs its own knowledge and behaviour.
Settings with Global Agent selected.

Step 4: Create a Dedicated Agent (If Needed)

If you chose Dedicated Agent:

  • Click New Agent.
  • Enter a Name and an optional Description.
  • Click Create Agent.
  • Click Select on the agent you want this product to use.
settings page with highlighted fields and Create Agent button.

Step 5: Add a System Prompt (Optional)

  • Open the System Prompt section (it’s collapsed and marked optional).
  • Type custom instructions — for example, tone of voice, things to always mention, or topics to avoid.
  • These instructions are added on top of the agent’s built-in behaviour.

Tip: Keep the system prompt short and specific. Broad rules belong in the global agent; product-specific quirks belong here.

Settings page with System Prompt and Save button.

Step 6: Save AI Settings

Click Save AI Settings.

A status banner at the top of the tab always shows the current state, such as “AI active — using global agent” or “AI active — using dedicated agent for this product.”

How It Works: Tickets

When AI for tickets is enabled, the AI Agent watches for new replies and answers automatically when all of these are true:

  • The ticket is set to use AI.
  • No human agent is assigned to the ticket yet.
  • The new comment came from the customer (not a staff reply, and not another AI message).

The AI reads the ticket and the latest comment, then posts a helpful reply. If it decides it cannot resolve the issue, it steps aside so a human can take over.

Tip: As soon as you assign a human agent to a ticket, the AI stops auto-replying on that ticket.

For managing tickets by hand, see Manage Support Tickets.

How It Works: Live Chat

When a visitor starts a live chat, ZenCommunity first checks the issue category they selected:

  • If the category has AI support turned off, the chat goes straight to a human — the AI is skipped.
  • If the category allows AI, the AI assesses the visitor’s message. If it can help, it starts answering. If not, the visitor is routed to a human or offered a support ticket instead.

During an AI chat, the visitor can ask to speak with a person at any time, and the conversation is handed to a human agent.

Category routing is covered in detail in Live Chat Categories and AI-vs-Human Routing.

Tips & Good to Know

  • If AI is enabled but no agent is active for a product, the AI won’t reply — the status banner will say so. Pick a Global or Dedicated agent to fix it.
  • Turning off Enable AI for this product immediately routes that product’s chats to humans, without deleting your agent or knowledge base.
  • The AI can only answer well if it has been given content to learn from. Build the knowledge base before relying on AI. See Building the AI Knowledge Base.