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LoyJoy Guides

Step-by-step instructions for productive AI Agents, voice integration, compliance, and connecting to existing systems. The guides are grouped by theme. Click a title to open the guide; the left navigation lists everything alphabetically.

Build your AI Agent​

Build an AI Agent: From Blank Canvas to Live Chat​

Walks you from an empty workspace to a published agent: starting the process editor, adding modules, previewing the conversation, and publishing. The entry point if you are touching LoyJoy for the first time.

AI Agents in 7 Steps: Conversation Design Best Practices​

Seven concrete rules for high-converting agents: a sharp value proposition, button design, tonality, chat preview, and follow-up logic. Use it as a checklist after the agent is built.

Conversation Design: Build Great AI Agent Conversations​

Deeper-dive companion to the 7-step checklist: goal definition, engagement loops, gamification, clear choices, and what drives conversion in a chat surface.

Go-Live Checklist​

A single checklist that brings a finished agent live on your website: publish, embed the snippet, configure the consent manager, set the chat history, add an imprint, and tune the chat bubble.

A/B Testing in LoyJoy: Split-Test Your AI Agents​

How to define variants, route traffic between them, and read the conversion numbers. Helps you decide between two designs with data instead of opinions.

Website and embedding​

Create Your Own Website and Embed a LoyJoy Agent​

For customers without a website: register a domain, pick a static host, write a minimal HTML page, and paste the LoyJoy snippet. The shortest path from "no website" to "live agent."

Integrate LoyJoy into a Native App​

Embed an agent inside an iOS or Android app via WebView: the iOS WKWebView config, the Android WebView settings you must enable, plus microphone, camera, file upload, and external-link handling so voice agents and uploads actually work.

Why LoyJoy should sit in the "Essential / Technically Necessary" category and not in "Marketing," with the legal reasoning and the practical setup in your consent manager. Read this before go-live.

Disable a LoyJoy Agent on Your Website​

Temporarily switch off the chat without touching your website's code: hide the bubble and chat from the Branding settings. Useful during maintenance, freeze windows, or off-season campaigns.

Reference for the formatting you can use in chat messages: bold and italic, links, clickable phone numbers, and links that trigger JavaScript events on your website.

Accessibility: Alt Text and EAA Compliance in LoyJoy​

How to add alt text to images you upload, why it matters for the European Accessibility Act, and how to use the AI helper to generate descriptions consistently.

Phone, voice, and avatars​

How to Set Up a Phone Agent​

End-to-end setup of a LoyJoy Phone Agent: prompt, knowledge base, tools, supported languages, and live testing. The fastest way to get a voice agent answering calls.

Telephony Integration: WebSocket, SIP, and Carrier Setup​

The architecture side of voice: the recommended WebSocket setup, when SIP trunking is the right fallback, carrier configuration, and how calls are routed. For IT and telephony teams.

Video Avatars with D-ID for LoyJoy AI Agents​

Connect a D-ID video avatar to an agent: account setup, supported features, and the limits to plan around.

Video Avatars with HeyGen for LoyJoy AI Agents​

Same scope as the D-ID guide, but for HeyGen. Read both if you are choosing between the two providers.

Knowledge and RAG​

Retrieval Augmented Generation in LoyJoy: A Practical Guide​

What RAG is, when it beats prompting alone, and how LoyJoy stitches your websites, documents, and APIs into a precise, company-specific AI agent. Start here before configuring sources.

Articles: Multilingual Knowledge Content for AI Agents​

Create, import, and AI-generate multilingual knowledge articles so the agent has well-structured answers in every language you support.

Catalog: Curated Articles for AI Agents​

A more editorial layer on top of articles: curated, maintained content that the AI Knowledge module pulls from. Use it when a few authoritative answers matter more than coverage.

Microsoft SharePoint as a LoyJoy Knowledge Source​

Connect a SharePoint site as a knowledge source: authentication, the document sync, and how access control flows through to the agent.

Connect Azure AI Search and SharePoint to LoyJoy​

The full pipeline for enterprise search-backed agents: embeddings in Azure AI Search, indexing SharePoint, and wiring retrieval back into LoyJoy.

AI provider and compliance​

Integrate Azure OpenAI with LoyJoy: Step-by-Step Guide​

Create the Azure OpenAI resource, deploy the right models, configure the content filter, and connect it to LoyJoy. The recommended setup for customers who want OpenAI under their own Azure tenant.

GPT and GDPR: How LoyJoy Stays Compliant​

Why GPT use in LoyJoy is GDPR-compliant: EU hosting via Microsoft Azure, Data Processing Agreements, no training on customer data. Use it when your DPO asks questions.

Central AI: Reuse AI Settings Across Multiple Agents​

Run one central AI configuration that multiple agents share, instead of maintaining the same settings per agent. Saves time once you have more than two or three agents.

Data, integrations, and exports​

Manage the Data Tab in LoyJoy​

Tour of the Data tab: variables, files, consents, giveaway entries, and loyalty data. The reference for finding, exporting, and cleaning up customer data.

Secret Manager: Store API Keys and Credentials Securely​

Store API keys, OAuth tokens, and credentials centrally so multiple agents can reuse them. Encrypted at rest, accessible per agent.

Product Database: Manage Products for AI Agent Recommendations​

Maintain the general product database that feeds the product feed module: fields, custom properties, locales, and how the AI uses them for recommendations.

Export LoyJoy Analytics to Google BigQuery​

Pipe daily analytics events into your own BigQuery dataset: tables, service accounts, schedule. Useful when you want to join LoyJoy data with the rest of your analytics stack.

CSV to Excel: Import and Export LoyJoy Data​

Round-trip CSV data with LoyJoy: secure ZIP downloads, OTP-protected access, UTF-8 settings, and comma-delimited handling so Umlauts and special characters survive.

Import LoyJoy Data into Excel​

The Excel-side recipe for the CSV exports LoyJoy produces: UTF-8 import settings and ZIP handling steps so files open cleanly.

Email Templates: Customize Outgoing LoyJoy Emails​

Replace the default LoyJoy email styling with your own branding and copy: notifications, handovers, and giveaway winner mails.

SMTP Settings: Send Emails from Your Own Domain​

Wire LoyJoy to your own SMTP server so outgoing mails come from your domain. Includes agent-wide settings, the email queue, and how to troubleshoot delivery delays.

Facebook Messenger Integration: AI Agents on Messenger​

Connect a Facebook Page to a LoyJoy agent: app review, the required permissions, and the message templates Messenger expects.

Connect Claude Cowork (and other MCP clients) to LoyJoy​

Three-step setup that wires LoyJoy into Claude Cowork via MCP, plus the same steps for OpenAI ChatGPT Codex, Microsoft Cowork, Google Gemini, and custom MCP clients. Auth runs via Passkey, no API key needed.

Account and operations​

Set Up Single Sign-On (SSO) in LoyJoy​

Enable SSO with Microsoft, Google, or another identity provider: sign-up, account linking, and enforcing SSO across the whole tenant.

2FA: Add a Passkey or Security Key to Your LoyJoy Account​

Set up a passkey (FIDO2, fingerprint, Android, iPhone, or hardware security key) for your LoyJoy account. The recommended second factor for admin users.

Mobile Login: Sign in to LoyJoy on Your Phone​

The two ways to sign in on a phone: magic link and passkey. Useful when you need to publish a change while away from the desktop.

Subscribe to a LoyJoy Plan​

Book a paid LoyJoy plan from the tenant settings and complete payment via Stripe. The simple version of "I want to upgrade."

Home View: App-like Start Screen for AI Agents​

Build a Home View as a visual entry point for multiple agents in one tenant: branding, navigation, and cross-links between agents in a single interface.

Pause an AI Agent During Maintenance​

Pause an agent from the agent list, take individual journeys offline, and show users a maintenance or "campaign ended" message instead of a broken flow.

Troubleshooting: Common Issues in LoyJoy​

Solutions to recurring problems: sign-in failures, mobile keyboard focus, images not loading, and consent-manager integration issues. Start here when something behaves unexpectedly.