Documentation · Widget installation

Install the chat widget on your website

Approve your domain, add the workspace's embed snippet and confirm that a test message reaches the correct inbox.

Widget Installation Guide

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Before you add the script

Have the right workspace, an approved domain and permission to update the site where the widget will appear.

Open Widget installation in the workspace that owns the agent and conversations for this website.

Add the exact production hostname. Include a separate test hostname if you plan to verify on a staging website.

Set the brand, greeting, position and supported languages. Preview the launcher and open chat before publishing.

The example shows the script structure. Use the workspace-specific snippet from the application on the pages where the widget should load.

Add the script
Place the async script in the allowed website using the platform's approved script or theme settings.
Use the public identifier
The snippet uses a public workspace identifier. Server credentials belong in the application configuration.
Verify the connection
Open the live site, use the connection check and send a test chat. Confirm it is visible in your workspace.

Choose the path your site supports and use the same final connection check.

1

HTML or a custom site

Add the copied snippet in your site's shared page template. Publish to an approved domain.
2

WordPress

Use a supported theme or script-insertion method. Verify that the code loads on the intended pages.
3

Shopify, where compatible

Use a compatible theme or the site's supported script mechanism. Confirm the widget on the published storefront.

Find the next detail you need before setting up or choosing a plan.

The launcher is missing. What should I check?

Confirm the page uses the correct snippet, the website domain is approved and the widget is enabled in your workspace.

What does the public workspace identifier do?

It tells the loader which workspace configuration to use. It is not an OpenAI key or authentication secret.

How do I check human handoff?

Open a test chat, request a person and confirm the same conversation arrives in the correct inbox.

Can I test a mobile layout?

Use the widget preview and open the published page on a mobile browser to check placement and the input area.

Open your workspace's installation settings to copy the snippet and verify the domain.

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