Limit Your Assistant to Logged-In Users Only

You can limit your assistant to logged-in users only, which suits a members area or a private trial. This needs ExactFind Knowledge.

Turn it on

  1. Go to ExactFind > Settings > Knowledge.
  2. Under Access, tick Logged-in users only.
  3. Click Save Changes on that tab.
  4. Clear your page cache.
Access setting on the Knowledge tab

What visitors see

Anyone who isn't logged in doesn't see the search box or the floating widget, and the chat address refuses their requests. Any logged-in user can ask, whatever their role.

Show normal search to everyone else

A block or shortcode leaves a blank space for logged-out visitors. To show your normal search there, add this to your theme template:

<?php
$exactfind = shortcode_exists( 'exactfind' ) ? do_shortcode( '[exactfind]' ) : '';
if ( $exactfind ) {
	echo $exactfind;
} else {
	get_search_form();
}
?>

Use it for a safe trial

Before you open the assistant to the public:

  1. Turn this setting on.
  2. Publish your index and add the search box.
  3. Ask real questions while logged in.
  4. Fix any problems. See Why an AI Answer Was Wrong and How to Fix It.
  5. Turn the setting off and clear your page cache.

Your rate limits and token limit still apply to logged-in users.

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