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Install the website widget

Copy the embed snippet from Widget studio and place it on the pages you want covered.

The website widget is the default public channel for most workspaces. It is scoped by your public workspace key and the origins you allow. Installation is a short embed plus origin configuration. Most load issues come from origin settings or ad blockers.

Before you install

  • Setup test conversation completed (the widget stays in preview until then)
  • Knowledge covers the pages where the widget will appear
  • You know whether the snippet goes on all pages or only contact/pricing routes

Configure appearance

  1. Open Widget studio

    Set primary colors, launcher position, greeting, and optional attachment types (images, documents, voice). Only enable attachments you are ready to process.

  2. Preview as a visitor

    Use the studio preview or a private browser window. Check mobile width and that the greeting matches workspace language.

  3. Copy the embed snippet

    Paste before the closing body tag, or load via your tag manager so marketing can roll the snippet back on their own schedule.

Origins and security

The widget only runs on allowed origins for that public key. Add production and staging hosts explicitly. Subdomains are separate unless you configure each one.

Smoke test after install

  1. Open the live page as an anonymous visitor (incognito).
  2. Send a question that should hit approved knowledge.
  3. Confirm the answer is correct and on-brand.
  4. Ask to speak with a person and confirm handoff appears on the Sessions desk.
  5. If attachments are on, send one sample file and confirm extraction or a clear error.

Page awareness

After the widget is live, turn on Page awareness (Knowledge → Page awareness, or Settings) so the assistant sees which page the visitor is on. No per-page rules are required for the basic case. Full guide: Page awareness.