Website chat widgets
You'll need: an administrative role. Administration → Website Chat Widgets.
A widget is a chat box you embed on your website. Visitors talk to your AI agent directly, with no login.
Create a widget
Choose New widget, then work through the Settings tab:
| Agent | Which agent answers. Only public-facing agents can be used. |
| Appearance | Header icon, accent color, header title and which corner the chat sits in. The live preview beside the form shows the result as you edit. Leave the icon empty to use the first letter of the title. |
| Allowed websites | Only these websites can embed the widget. |
| Suggested questions | Shown as quick-reply chips when the conversation starts. |
| Language | Leave empty to match the visitor's own language. |
| Daily credit budget | The widget stops answering for the day once this many credits are spent. |
Always set the daily budget. It is the only limit between an unusual day of traffic and your entire credit balance.
What visitors can reach
The Settings tab shows What anonymous visitors can access: the agent's knowledge bases and instructions, listed explicitly.
Everything on that list is reachable by anyone who talks to the widget. A determined visitor can extract the content of an attached knowledge base through ordinary questions.
Attach only material you would publish on the site itself.
Install the widget
The Install tab walks through it: copy the snippet, paste it before the closing
</body> tag on every page where the chat should appear, and check the allowed
websites listed under the snippet.
If the widget does not appear, check that list first: the site it is embedded on has to be in Allowed websites.
Open widget preview opens the widget on a page of its own, so you can talk to it before the snippet is on your site. The preview does not check the allowed websites, its link stops working after a few hours, and the conversations it starts are marked Preview in the Conversations tab.
Conversations
The Conversations tab lists every chat the widget has held, newest first, with the visitor's first question, the number of messages and any answer rated not helpful. Open a row to read the whole exchange.
Filter to Leads or Not helpful, or search for a word to find every conversation where it came up. Reading these regularly shows what visitors actually ask, which is the best guide to what the knowledge bases and the agent's instructions should cover.
Leads
The Leads tab collects the people who identified themselves in a conversation. Open a lead to see the full conversation plus other conversations from the same visitor, matched by IP address or email, so a returning visitor appears as one person rather than five anonymous sessions.
Notifications fire on new leads, and the bell in the header collects them.
Analytics
The Analytics tab shows volume and outcomes over time. Under the tiles, the average, median and longest conversation length tell you how much a typical visitor uses, which is what to size the per-conversation message limit and the daily credit budget against.
Check downvoted questions weekly, the ones where a visitor rated the answer unhelpful:
Visitor questions where the answer was rated not helpful. Use these to spot gaps in your knowledge bases.
Treat that list as a to-do list. Each entry is a question your public knowledge could not answer, and it is the most direct signal you get about what to write next.
Turn a widget off
Deactivating the widget stops it answering, and the snippet can stay on your site. The conversations and leads it collected are kept.