Chatbot Widget Overview

The Chatbot Widget lets you add an AI-powered chat assistant to your website. Visitors can ask questions, get instant answers, and connect with a human operator when needed -- all without leaving your site.

Video walkthrough

What the Chatbot Does

  • Greets visitors automatically with a customizable message
  • Answers questions using your AI receptionist's knowledge base
  • Collects lead information around the clock
  • Hands off conversations to a human operator based on escalation rules you define
  • Plays notification sounds so you never miss a new conversation

Where to Find It

In your dashboard, navigate to Website Widget. You will see two tabs at the top:

  • Website Chatbot -- the chat widget covered in this guide
  • Website Voicebot -- a separate click-to-call widget (see Website Call Widget)

Select Website Chatbot to open the chatbot configuration page.

Page Layout

The chatbot configuration page is divided into a left-side navigation panel and a live preview on the right. The navigation panel has six sections:

  1. Look & Feel -- Theme, colors, widget position, and mobile margins
  2. Content -- Business name, greeting message, popup message, and display names
  3. AI Brain -- The AI prompt that controls how your chatbot responds
  4. Escalation Rules -- Conditions that trigger a handoff to a human operator
  5. Behavior -- Auto-open settings for the widget
  6. Sounds & Alerts -- Notification sounds for new conversations and messages

Click any section in the left navigation to jump to its settings. A live preview of your chatbot updates as you make changes.

Getting Started

  1. Open the Website Widget page and select the Website Chatbot tab.
  2. Configure your chatbot using the six sections described above.
  3. Click Save at the top of the page to save your settings.
  4. Copy the embed code from the Add your chatbot to your website banner and paste it into your site (see Installing the Chatbot on Your Website for details).
  5. Check the My Chatbot is Live! checkbox once the code is on your site.

Activation Steps

The banner at the top of the page shows a three-step progress indicator:

  1. Configure -- Set up your chatbot appearance and behavior
  2. Copy Code -- Copy the embed snippet
  3. Embed on Site -- Paste the code into your website

You can also click Installation Guides for platform-specific instructions, or Email My Developer to send the embed code directly to your web developer.

Once all three steps are complete, your chatbot is live and ready to engage visitors.

Saving Changes

After making any configuration changes, click the Save button to apply them. The chatbot preview refreshes automatically.

Next Steps