Widget quickstart
This guide gets a useful first website conversation live quickly. Use it for a first pass, then refine the flow for your business.
Before you start
You need access to the bot's Widget settings and a website where you can add one script snippet. Decide which exact HTTPS site addresses will host the widget. HTTP is only for local loopback development.
1. Choose a preset
Open Widget and choose Online School or Internet Store. A preset copies editable starting values into your configuration; it does not lock you into a template. Review the changes before applying them.
2. Customize the conversation
Set your brand, welcome text, quick actions, pre-chat form, working hours and offline message. Quick actions send their configured text into the conversation, so create matching reactions before publishing. Contact fields enrich the current visitor, but email and phone remain unverified.
3. Add your website
Add every exact allowed origin, including the scheme and any www or subdomain. Then copy the snippet from Install and add it once to the shared page template. See the full site widget reference.
4. Preview important states
Preview the launcher, teaser, welcome, pre-chat form, chat and offline views. Check both desktop and mobile, and light and dark page backgrounds. A saved setting is only useful if the visitor can understand it in the state where it appears.
5. Save and install
Save the complete configuration and origin list, then publish the copied snippet. Keep the key assignment before the async loader script and do not add the snippet twice.
6. Run automatic diagnostics
Select a saved origin and a page URL, then run Check installation. Diagnostics inspect static HTML and CSP evidence, and also open the real page to wait for runtime confirmation. Only runtime readiness confirms a working installation; a timeout means no signal was received, not a definite CSP diagnosis.
7. Test the full conversation
Use a private browser window and act like a visitor. Try a quick action, submit or skip the form as configured, send a message and verify the corresponding reaction. Also test outside working hours and make sure the offline copy promises a response rather than live operator presence.
If the 15-minute setup takes longer
Do not publish a vague flow just to finish quickly. Check the exact origin, snippet order, browser console, CSP and blockers. If the conversation has no useful reply yet, configure reactions first. For installation details, use Site widget; for help with a failed setup, contact support.