Before your agent can assist visitors, you’ll need to ground it with knowledge. This will help it understand your business and answer questions more accurately.
Upload relevant company documents (PDFs, text files, Google Docs, etc.)
Add website URLs for the agent to learn from
Link YouTube videos that contain product information or tutorials
Behavior: Define the agent’s role, personality, and communication style. Be specific about how the agent should interact with visitors. Use the built-in prompt generator to create and refine your agent’s instructions.
Model: Select the LLM powering your agent (e.g., GPT-4, GPT-4o mini). Each model consumes different amounts of tokens and has different capabilities.
Knowledge Restrictions: Choose whether to restrict the agent’s responses to only your provided knowledge content. Make sure to specify to the agent what to answer if the knowledge base doesn’t contain an answer.
Emoji Support: Enable or disable emoji support in the chat widget.
Personalize your chat widget’s appearance to match your brand:
Agent Name: Give your agent a name that reflects its role and your brand
Welcome Message: Set an optional greeting message that appears in a chat bubble when visitors first land on your website
Theme Selection: Choose from pre-built color themes or create your own custom theme
Appearance: Fully customize the look and feel of your chat widget including colors, backgrounds, and styling to match your brand identity
All colors can be specified using hex codes for precise brand matching. The live preview window shows how your customization choices will appear to your website visitors.
You can enable the following tools to enhance your chat widget’s functionality:
Lead Form: Collect visitor contact information (email, phone, name) to capture and store leads for follow-up, seamlessly integrated into natural conversations.
Appointment Scheduling: Allow visitors to book meetings directly through the chat interface with automated scheduling. Perfect for sales teams, consultations, and support calls.
Email Handoff: Transfer chat conversations to email when needed, especially useful for complex inquiries requiring detailed follow-up or when immediate chat resolution isn’t possible.
Each tool can be toggled on/off using the switches, allowing you to customize the feature set based on your needs.
Now that your agent is created and configured, you can embed it on your website. Before proceeding with the integration, we recommend testing your agent by clicking on the agent card in the dashboard to ensure it’s working as expected.To add your agent to your website:
Add a floating chat bubble that appears in the corner of your website. Simply add the provided script tag to your website’s HTML before the closing </body> tag.
Embed the chat interface directly into your webpage using the provided iframe code. This is useful when you want to embed the chat interface in a specific location on your page.Both integration methods will respect your customization settings and domain restrictions. Make sure your website’s domain is listed in the allowed domains before implementing the embed code.