Guides

Regions

Introduction to Regions

What is Regions?

Regions is a powerful feature that enables you to adjust your platform's behavior and content based on your users' geographical location. It allows you to deliver highly personalized, location-specific experiences by automatically detecting where users are accessing your service from and adapting accordingly.

How Regions Powers Location-Based Experiences

The Regions system leverages advanced geolocation technology to:

  • Automatically detect location from user's browser settings, IP address, or explicit selection
  • Dynamically adjust content based on geographical context
  • Apply region-specific rules for compliance, pricing, and availability
  • Support multi-language experiences through automatic translation capabilities (see Multi-Language Support for detailed language capabilities)
  • Deliver personalized interactions that respect local preferences and requirements

Benefits and Impact of Properly Configured Regions

A strategically implemented Regions system offers numerous advantages that directly impact your platform's effectiveness:

  • Enhanced Localization Capabilities: Deliver content relevant to specific regions
  • Operational Efficiency: Manage regional variations from a single interface rather than maintaining separate instances for different locations
  • Conversion Rate Improvement: Increase conversion rates by showing regionally appropriate pricing, shipping options, and payment methods

Multi-Language and Multi-Region Capabilities

Regions works seamlessly with our multi-language support system to deliver localized experiences. For comprehensive information on language capabilities, please refer to the Multi-Language Support.

Key multi-language features include:

  1. Language Detection: Automatically identifies user language preferences
  2. Default Region Support: Configure fallback languages and regions when specific matches aren't available
  3. Contextual Translation: Maintain meaning and context when switching between languages
  4. Cross-Region Knowledge: Leverage information from one region to serve responses in another

Note: Our platform currently supports 53 languages with full detection and response capabilities. For the complete list of supported languages and language codes, please consult the Multi-Language Support.

Key Functional Elements of Regions

Regions Dashboard Overview

Your Regions dashboard serves as the command center for managing all location-based configurations. The dashboard is organized into two primary views to help you clearly distinguish between production-ready and in-development regions.

Dashboard Organization

  1. Active Regions List: Displays all currently active regions that are live in your production environment
  2. Inactive Regions List: Shows regions that are configured but not currently deployed to production
  3. Create New Button: Simple button to add a new region configuration
  4. Filter Panel: Allows you to filter regions by various criteria within each list

Default Region

The system always includes one designated default region which cannot be deactivated. This default region serves as the fallback when:

  • A user's location cannot be determined
  • A user's detected location doesn't match any of your active regions
  • A region-specific configuration is missing certain parameters

The default region ensures all users receive an appropriate experience regardless of detection issues or incomplete configurations.

Region Activation Controls

The dashboard provides straightforward controls to manage region deployment:

  • Activate Button: Move a region from inactive to active status, making it live in production
  • Deactivate Button: Remove a region from production without deleting its configuration

This dual-list approach allows you to safely develop and test new regional configurations before making them available to users, while also providing a clear overview of what's currently active in your production environment.

Getting Started: Region Setup Guide

Based on the Regions interface, here's how to quickly set up and manage your regions:

Navigating the Regions Dashboard

  1. Access Regions by going to Settings > Regions in the left navigation panel
  2. The dashboard displays two tabs:
    • Active (regions currently in production)
    • Inactive (configured regions not yet deployed)
  3. Each list shows the region name, language, and country assignment

Creating a New Region

  1. Click the blue Create new button in the top right corner
  2. In the Region configuration dialog, enter:
    • Name: A descriptive name for your region (e.g., "French", "German")
    • Language: Select the language from the dropdown menu
    • Countries: Choose specific countries or "Any country" to apply globally
  3. Click Create to add the region

Managing Regions

For active regions:

  • Deactivate: Use the "Deactivate" button to move a region to inactive status
  • Make default: For non-default regions, you can set them as the default fallback region
  • Delete: Remove a region completely using the trash icon (not available for default region)

For inactive regions:

  • Activate: Move them to production status when ready

Default Region

  • One region must always be designated as the default (marked as "Default region")
  • The default region cannot be deactivated
  • All users who don't match criteria for other regions will see content from the default region

Best Practices for setting up Regions

For optimal results, follow this step-by-step process to set up your Regions:

  1. Plan your regional structure
    • Identify key geographic areas your users come from
    • Determine which aspects of your platform should vary by location
    • Define priority regions to tackle first
  2. Configure your default region
    • Set up the baseline experience that will apply when no specific region matches
    • Ensure all essential functions work properly in the default configuration
  3. Create your first custom region
    • Start with a high-traffic region where localization will have the most impact
    • Configure language, currency, and other region-specific settings
    • Test thoroughly before activation
  4. Expand strategically
    • Add regions in order of business priority or user volume
    • Reuse patterns from successful configurations
    • Document region-specific requirements and variations
  5. Test and verify
    • Verify that region-specific content and functions display correctly
  6. Activate and monitor
    • Enable regions progressively, starting with lower-traffic areas
    • Monitor performance metrics by region
    • Gather user feedback on the localized experience

This process is iterative—start with your most important regions, then expand your geographical coverage as you learn what works best for your users.

Region-Specific Knowledge Articles

Configuring Knowledge Articles for Specific Regions

The platform allows you to assign knowledge articles to specific regions, ensuring users only see content that's relevant to their location. This capability is managed through the "Limit to Region" function in the knowledge interface.

Accessing Region Limitations

To limit knowledge articles to specific regions:

  1. Navigate to the Knowledge section in your AI Agent interface
  2. Select an existing article or create a new one
  3. In the article editor, locate the Availability section in the sidebar
  4. Find the Regions subsection within Availability

Setting Region Limitations

You can configure regional availability in several ways:

Making Articles Available to All Regions

By default, knowledge articles are available to all regions. To maintain this setting:

  1. In the Regions subsection, ensure "All Regions" is selected
  2. This setting ensures the article will be available to users regardless of their detected region

Limiting Articles to Specific Regions

To restrict an article to certain regions:

  1. In the Regions subsection, deselect "All Regions"
  2. A list of your configured regions will appear
  3. Select the checkbox next to each region where this article should be available
  4. Users from unselected regions will not see this article in search results or responses

Excluding Specific Regions

If you want an article to be available in most regions except a few:

  1. In the Regions subsection, deselect "All Regions"
  2. Select all the regions where the article should be available
  3. Leave unselected the regions where you don't want the article to appear
  4. This approach is useful when an article applies to most, but not all, regions

Use Cases for Region-Specific Knowledge

Region-limited knowledge articles are particularly valuable for:

  • Legal and Compliance Information: Ensuring users only see the legal terms relevant to their jurisdiction
  • Pricing and Payment Methods: Displaying regional pricing and locally available payment options
  • Shipping and Delivery: Providing accurate shipping information for each geographical area
  • Promotional Content: Limiting promotional offers to eligible regions

Best Practices for Region-Specific Knowledge

For optimal management of region-specific content:

  • Create Region-Neutral Base Articles: When possible, create a base version of articles that contains information applicable to all regions
  • Use Region-Specific Variants: Create region-specific versions only when necessary, focusing on the elements that truly differ
  • Apply Consistent Naming Conventions: Clearly identify region-specific articles in their titles (e.g., "Return Policy - EU" vs. "Return Policy - US")
  • Review Regional Content Regularly: Schedule periodic reviews of region-specific content to ensure continued accuracy
  • Document Regional Variations: Maintain an internal record of which articles have regional variations and why

By effectively using the "Limit to Region" functionality, you can create a knowledge base that automatically adapts to your users' geographical context, providing them with precisely the information they need based on their location.