Ask OnRamp AI Settings
Last updated: June 24, 2026
Overview
Ask OnRamp AI Settings is an organization-level configuration page that lets you control how communicates with customers on the portal. You can tune the agent's tone and give it knowledge about your company and onboarding process — without a code change or support request.
Settings are saved as a draft first and then published separately, so you can refine and preview before anything goes live.
Who Can Access This Page
Only users with the Super Admin role can view and edit Ask OnRamp AI Settings.
Agent Tone
The Agent tone section controls the default communication style Ask OnRamp AI uses in every customer conversation. Choose the style that best fits your customers and your onboarding process:
Tone | Style |
|---|---|
Friendly (default) | Warm and approachable. Encourages the customer. |
Concise | Short, direct. Minimal explanation. |
Supportive | Empathetic and patient. Good for complex onboarding. |
Technical | Precise and detailed. Good for technical audiences. |
Agent Knowledge
The Agent knowledge section gives Ask OnRamp AI context it can draw on when answering customer questions. There are two text fields, each with a 300-word limit:
Company & product knowledge
Who you are, what you sell, support contacts, and key policies. The agent draws on this for any question about your company or product.
Onboarding context
How your implementation process works — phases, timelines, escalation paths, and what customers should expect at each stage.
If neither field has been filled in, Ask OnRamp AI will only answer from live project data. It will tell customers when it doesn't know something — it never guesses.
Try It
Each section has a Try it panel. Enter a sample question to preview how Ask OnRamp AI would respond using the current tone and knowledge settings, before publishing. This lets you test changes without affecting live customer conversations.
Saving and Publishing
Changes follow a draft/publish workflow:
Save Draft — saves your work without affecting any live customer conversations. The header shows when a draft was last saved and by whom.
Publish — makes the draft live. A confirmation dialog appears before publishing. Published changes take effect on the agent's next message.
The header displays the current status:
Status | Meaning |
|---|---|
Not published yet | No settings have been published |
Unpublished draft | A draft exists but hasn't been published |
Draft matches live | Your draft and the published version are the same |
Unsaved edits | You have changes that haven't been saved to draft yet |
If you navigate away with unsaved edits, you'll be prompted to save your draft, leave without saving, or cancel.
Related Articles
— what customers experience when Ask OnRamp AI is active: first visit guidance, return visit updates, task-specific suggestions, and available actions.