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Installing the add-on

The AI Assistant is easy to get started with, as it is delivered as a NuGet package via the Optimizely feed. Most functionality is automatically configured upon module registration, while additional customization can be achieved through attributes to tailor it to each site's content models.

For Optimizely CMS 12

1. Install the package

Install the Epinova.CMS.AiAssistant package from the Optimizely nuget feed

2. Register the module 

Add the following to Startup.cs

Register AI Assistant in DI container

using Epinova.CMS.AiAssistant;
...
services.AddAiAssistant();

3. Configure license key

Configure the api key for the Ai Assistant add-on in app settings, for instance in appsettings.json

Configure ApiKey

"Epinova": {
    "AiAssistantOptions": {
      "ApiKey": "your-api-key"
    }
}

4. Verify UI integration

After installation and application startup, AI Assistant is available in two distinct UI:

  • Editorial gadget: A contextual gadget embedded directly within the Editorial UI. This provides in-place AI assistance for content editors, enabling tasks such as generating metadata, alt text, or summaries while editing content.

A mobile app screen showing an AI Assistant writing tool with tabs for Suggest, Fix Spelling, Translate, and SEO, plus tone, format, and length options

  • Manager interface (Under the Add-ons menu): Accessible from the Optimizely add-on menu, this serves as the centralized management interface for AI-driven operations across the site. It includes:
    • Alt Text Manager - Bulk generation and management of image alt text
    • Metadata Manager - AI-assisted generation and maintenance of SEO metadata
    • FAQ Manager - Creation and management of FAQ content using AI
    • SEO Manager - Tools for improving and auditing SEO-related content
    • Settings - Configuration for AI Assistant such as AI Service Connector (restricted to administrators)

AI Assistant dashboard showing the Alt Text Manager with language rows for English and svenska, missing image counts, generate buttons, and review buttons

Permissions

By default, access to AI Assistant is controlled via roles:

AI Assistant gadget (Editorial UI) and Manager UI (Add-ons menu)
Users must belong to at least one of the following roles:

  • WebEditors
  • CmsEditors
  • WebAdmins
  • CmsAdmins
  • Administrators

Settings (Manager UI)
Access to the Settings section is restricted to administrative roles only:

  • WebAdmins
  • CmsAdmins
  • Administrators

Customizing access roles

These role mappings are fully configurable during service registration. You can override the default roles by specifying custom role sets:

Example: Configure access and admin roles

services
    .AddAiAssistant(options =>
    {
        options.AiAssistantOptions.AccessRoles = "WebEditors, WebAdmins, Administrators";
        options.AiAssistantOptions.AdminAccessRoles = "WebAdmins, Administrators";
    });
  • AccessRoles controls access to both the editorial gadget and the manager UI
  • AdminAccessRoles controls access to the Settings section