Installation
Post-Install Checklist
Use this checklist to confirm SRV AI Chatbot is fully configured before directing real clients to it.
- License shows Active on the License screen (see Installation & Activation)
- At least one AI Provider is added, enabled, and passes Test Connection (see Managing AI Providers)
- At least one Assistant is created with a system prompt, display name, and welcome messages in English and Arabic (see Managing Assistants)
- Relevant Knowledge Sources are added and successfully indexed — check the Knowledge Base health summary for errors (see Knowledge Sources)
- Enable chatbot (master switch) is turned on in Settings → General (see General Settings)
- Widget Quick Actions and Account Actions (AI tools) are reviewed and only the intended ones are enabled (see General Settings)
- Scope strength and Refusal message are reviewed under Settings → Behavior → Scope Guard (see Behavior Settings)
- Rate limits and IP auto-block settings are reviewed (see Security & Rate Limits)
- Widget appearance (position, color, title) is set under Appearance (see Appearance)
- A real test conversation is run from the client area, in both English and Arabic
- If used, External Embed origins are configured for each site that will host the widget (see External Embed)
Troubleshooting table
| Problem | Fix |
|---|---|
| Widget does not appear in the client area | Confirm License is Active, Enable chatbot is on, and the logged-in client's group is not checked under Access control (see Security & Rate Limits) |
| Assistant gives generic or empty answers | Add and index relevant Knowledge Sources; confirm the assistant is not restricted to an empty knowledge-source list |
| "Test Connection" fails on a provider | Re-check the API key and Base URL, and confirm outbound HTTPS access from the server |
See also the full Troubleshooting guide.