Install the web widget

Support agent

What you'll achieve

Visitors to the client's website chat with the agent from a chat on the page.

Before you start

The widget shows a list of requirements that must be ready: Module, Budget, Context, AI model, Channel, Allowed domains and Data policy. When all of them are, it says Ready to use.

You need access to edit the client's site HTML.

Step by step

1. Open Settings → Channels and, on the Web widget row, click Configure.
2. Under Widget security, fill in Allowed domains (one per line; *.yourdomain.com includes all subdomains).
3. Fill in Data processing policy with the link to the client's policy: it's shown next to the consent checkbox on the chat form.
4. Click Save.
5. Under Embed on your site, click Copy next to the Code snippet.
6. Paste the snippet before the site's </body> tag.

note

The code snippet is only shown once the allowed domains and the data policy are complete.

How to verify it worked

• The Web widget row shows Active and Ready to use.
• Open the site, type in the chat and confirm the conversation appears in Conversations with the Web channel.

If something fails

• The chat doesn't appear on the site: check that the snippet is before </body> and that the site's domain is in Allowed domains.
• Any unmet requirement is marked with Resolve, which takes you to where it's completed.