> ## Documentation Index
> Fetch the complete documentation index at: https://koreai.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Widget Theming and Layout Customization

Agent AI supports channel-specific widget customization. Changes are previewed in real time on the right side of the page as you configure them.

***

**Steps to open Layout Customization:**

1. Sign in to **Agent AI**.

2. Go to **Configuration** > **System Setup** > **Widget Theming** > **Layout Customization**.

3. Select a channel—**Chat**, **Voice**, or **Email**.

4. Select a language from the dropdown.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/language-selection-1.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=d2c9af52b5b69663a2fd7d4ab2cda476" alt="Language Selection" width="1572" height="810" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/language-selection-1.png" />

5. Customize the layout using the sections described below.

6. Select **Save**.

***

## Menu Labels

Customize the names of the widget's main menu tabs. Standard tab names are **Assist Home**, **Search**, **My AI Agent (Bot)**, and **Transcript** (Voice channels only).

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/menu-label-change-2.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=f9f89b49a32830e9ddfdb8fbdbbaa6eb" alt="Menu Label Change" width="1528" height="752" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/menu-label-change-2.png" />

Character limits:

* **Assist Home**: 12 characters
* All other menus: 10 characters

Select **Reset** to restore the default name.

***

## Other Labels

Customize labels related to dialog tasks. You can't preview the changes since dialog tasks run in the background.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/other-label-change-3.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=18c0cfbfb392fd43821e1b50ae1b7c4b" alt="Other Label Change" width="890" height="568" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/other-label-change-3.png" />

| Label                                                    | Character Limit |
| -------------------------------------------------------- | --------------- |
| Answers, FAQ                                             | 10 characters   |
| Dialog Task, Terminate                                   | 14 characters   |
| Terminate Dialog Task (Heading), Yes, Terminate (Button) | 28 characters   |

Select **Reset** to restore defaults.

***

## Dialog Task Labels

Customize dialog task timeline entries and labels. Use `{{Task}}` as a placeholder for dynamic dialog task names. Toggle the section on or off using the toggle at the top. Enable or disable individual labels (**Dialog Started**, **Dialog Ended**) independently.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-label-change-4.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=9ef10d71a1f5f28dcc13f5497f606141" alt="Dialog Task Label Change" width="1794" height="619" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-label-change-4.png" />

Both labels (**Dialog `{{Task}}` started** and **Dialog `{{Task}}` ended**) have a 28-character limit. Select **Reset** to restore defaults.

***

## Assist Message Type

Customize how Assist message types are displayed. Toggle the section on or off, or enable/disable the **Ask Customer** and **Tell Customer** labels individually. Each label has a 28-character limit.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/assist-message-type-label-5.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=c330bc4c146aa62ba80344fd68bf53b3" alt="Assist Message Type Label" width="1481" height="494" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/assist-message-type-label-5.png" />

Select **Reset** to restore defaults.

***

## Visibility Controls for Sent/Copied Messages

Use the slider to control the opacity of the **Sent** and **Copied** message backgrounds. The default is 50%.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/visibility-controls-send-copy-messages-6.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=7cb9c32ca5c1a63a8f71dafb7c3c0dc1" alt="Visibility Controls" width="1502" height="633" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/visibility-controls-send-copy-messages-6.png" />

***

## Widget Menu Layout

Enable or disable widget menus—**Assist Home**, **Search**, **My AI Agent (Bot)**, and **Transcript** (Voice channel). Additional options:

* Set a landing tab.
* Create a **Custom Tab** using **+ Add Custom Tab**.
* Position menus at the **Bottom** or **Side**, or use **Responsive** to auto position based on pixel width (below 600px = bottom, above 600px = left side).
* Reorder menus using drag-and-drop.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/widget-menu-layout.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=1a32d75c1f2885a1e65d281bc1be63cd" alt="Widget Menu Layout" width="1887" height="871" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/widget-menu-layout.png" />

<Note>The **Dark Mode** and **Settings** icons are not customizable. **Dark Mode** is the only functional button in widget preview mode.</Note>

### Add a Custom Tab

Create a custom tab to run a dialog task automatically or highlight it for manual execution.

1. Sign in to **Agent AI**.
2. Go to **Widget Theming** > **Layout Customization**.
3. Select **+ Add Custom Tab** under **Widget Menu Layout**.
4. Enter a name in the **Tab Name** field.
5. Select an execution mode:
   * **Auto Execute Events**—select dialog tasks for **Welcome Dialog Task** and **End of Conv. Dialog Task** to run automatically based on events.
   * **Show Dialog Workflow**—select dialog tasks agents can view and run manually. Search by task name and select **Apply**.
6. Select **Apply**.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/new-custom-tab.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=f1ea4bbf1be5cf801dd05e879015761d" alt="New Custom Tab" width="1526" height="768" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/new-custom-tab.png" />

### Edit or Delete a Custom Tab

1. Go to **Widget Theming** > **Layout Customization**.
2. Select the edit button on the custom tab under **Widget Menu Layout**.
3. Make updates and select **Update**.
4. To delete, select **Delete**, then confirm in the confirmation window.

***

## Search Result Layout

Control how search results appear in the widget.

| Option                       | Description                                                                                                                                                               |
| ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Classic Search** (default) | Shows only current search results. Each new search clears the previous query and results.                                                                                 |
| **Conversational Search**    | Displays a history of previous questions and answers. Agents can reference earlier results and ask follow-up questions. The widget shows **Library** and **Search** tabs. |

<Note>In Conversational Search, search history is maintained per agent at the conversation level. History is cleared during agent transfers.</Note>

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/classic-search.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=74505d02ee7e1d5786ffbe7bd101ab5a" alt="Classic Search" width="359" height="550" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/classic-search.png" />

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/conversational-search.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=6317d7a234da035ae274bd9b02995dd4" alt="Conversational Search" width="790" height="827" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/conversational-search.png" />

**Steps**:

1. Go to **Widget Theming** > **Layout Customization**.
2. Select a channel.
3. Go to the **Search Result Layout** section.
4. Select **Classic Search** or **Conversational Search**.
5. Select **Save**.

***

## Assist Action Menu Layout

Turn action buttons in the Assist tab on or off, and reorder them using drag-and-drop.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/assist-action-menu-layout.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=399c113b83f8d55306c22863f7a6bd92" alt="Assist Action Menu Layout" width="1534" height="771" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/assist-action-menu-layout.png" />

**Generate Summary**—configure how many times an agent can regenerate the summary (up to 20 per agent):

1. Turn on the **Generate Summary** toggle.
2. Select the edit icon next to the **Generate Summary** value.
3. Adjust the value using the arrow keys in **Set Summary re-generation threshold per agent**.
4. Select the tick mark to save.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/generate-summary-configuration.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=f0e8c4a3074ae0b67de79e9e4c12d036" alt="Generate Summary Configuration" width="988" height="315" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/generate-summary-configuration.png" />

***

## Dialog Task Layout

Arrange and group dialog tasks displayed in the Library during runtime. Tasks not added to a group don't appear at runtime.

Features:

* **Dialog Task Search**—find tasks by name within the section.
* **Dialog Task Sorting**—sort alphabetically or reorder by position.
* **Dialog Task Grouping**—organize tasks into named groups.

<img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-layout-1.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=4638c69420ad16b39bc0d06bbcc7fcd2" alt="Dialog Task Layout" width="1523" height="598" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-layout-1.png" />

### Dialog Task Search

1. Select the search button in the top-right corner of the **Dialog Task Layout** section.
2. Enter letters of the task name. Matching text is highlighted with an occurrence count and navigation arrows.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-search-2.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=898f94b24d737325f5972a53db4fe56d" alt="Dialog Task Search" width="937" height="418" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-search-2.png" />

### Dialog Task Sorting

* Sort alphabetically: select the **up** or **down arrow** at the top of the list.

  <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-sorting-3.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=5c80006ee768bc682e66d229bf25b0cf" alt="Dialog Task Sorting" width="940" height="422" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-sorting-3.png" />

* Reorder a specific task: select the **up** or **down arrow** next to the task.

  <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-reordering-4.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=f35df8ea25c3c70ac86f5dd5b83f4422" alt="Dialog Task Reordering" width="945" height="433" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-reordering-4.png" />

### Dialog Task Grouping

Organize tasks into groups. During group creation, up to five selected tasks appear, with more visible via **Show All**. Group names must be unique. A task can belong to multiple groups.

<Note>Dialog tasks not added to a group do not appear during runtime.</Note>

**Add a group:**

1. Select **+ Add Group** in the top-right corner.
2. Enter a unique name (up to 100 characters) in **Group Name**.
3. Select the **Add Dialog Task** field to view all tasks.
4. Select tasks, or use the search button to find specific ones.
5. Select **Apply**, then **Create**.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/adding-group-6.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=eac774b4b823216093da96f6a739a4c2" alt="Adding Group" width="450" height="604" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/adding-group-6.png" />

**Edit, expand, collapse, or delete a group**:

1. Select the edit button on the group to rename or update tasks, then select **Save**.
2. Select the delete button to remove the group, then confirm.
3. Select the expand/collapse button to toggle the group's view state.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/expand-collapse-dialog-tasks.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=ec312cf39b012489978901c40f2fa508" alt="Expand Collapse Dialog Tasks" width="940" height="313" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/expand-collapse-dialog-tasks.png" />

   <Note>The widget retains the expanded or collapsed state as configured during the last save.</Note>

**Add, sort, or remove tasks in a group**:

1. Select the edit button on the group.
   * To add: select the **Add Dialog Task** dropdown and choose tasks.
   * To remove: select the **X** on a task. Select **Clear All** to remove all tasks.

2. Use the up and down arrows to sort tasks.

   <img src="https://mintcdn.com/koreai/IaMQplULZvUirzb0/ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-removal-deletion-in-group-10.png?fit=max&auto=format&n=IaMQplULZvUirzb0&q=85&s=f67c48f73eac98f08e11b4fd4c7cddf1" alt="Dialog Task Removal" width="514" height="798" data-path="ai-for-service/agentai/configuration/widget-theming-layout-customization/dialog-task-layout/dialog-task-removal-deletion-in-group-10.png" />

3. Select **Save**.

***
