Overview
A widget is a link between one of your voice agents and one website. Creating a widget produces a widget id — a public identifier that goes in your embed snippet. You can create as many widgets as you need: one per website, per brand, or per landing page, each pointing at a different agent with its own appearance.The widget id is safe to expose. It is not a secret and cannot be used to read
your account data or manage your agents.
Prerequisites
- A voice agent. The widget answers with an existing agent, so build one first if you have not already.
- The Widgets permission. Account owners have this automatically. Team members need it granted — see Team access below.
Create Your Widget
1
Open Embed Widgets
In the dashboard, go to Embed Widgets in the left sidebar.
2
Click Create Widget
The creation dialog opens with a live preview on the right. The preview
updates as you type, so you can see exactly how the widget will look before
saving.
3
Choose the agent
Select which of your agents should answer. This is the only required field —
everything else has a sensible default.
4
Set the display name and greeting
The bot name appears in the widget header. Leave it blank to use the
agent’s own name.The greeting is the line of text a visitor sees before they start
talking. It is written text, not spoken — use it to tell people what the
agent can help with.
5
Add your branding
Upload an icon and pick your primary and secondary colours, then
choose which corner the launcher sits in.See Customization for what each colour controls.
6
Choose languages
Select every language the widget should offer. With more than one, visitors
get a language selector before they start.
7
Save and copy your snippet
Click Create. The embed code appears immediately with a Copy snippet
button.
Fields Reference
Managing Your Widgets
Editing
Click the edit icon on any widget to change its agent, name, greeting, icon, colours, position or languages.Changes take effect on your live website within about a minute — you never need
to touch your site’s code again. This is the main advantage of the widget id
approach: the snippet stays the same forever while everything behind it stays
editable.
Pausing
Set a widget’s status to Paused to switch it off without removing the snippet from your site. The launcher stops appearing, and any attempt to start a conversation is declined. Useful for taking a widget offline outside business hours, during agent maintenance, or while investigating an issue.Deleting
Deleting a widget is permanent and immediate.Team Access
Widget management is controlled by the Widgets permission, granted per team member.1
Open team settings
Go to Settings → Team.
2
Find the team member
Select the person whose access you want to change.
3
Set the Widgets permission
Choose the level they need:
- View — can see widgets and copy embed snippets
- Create — can also create, edit and upload icons
- Delete — full control, including deleting widgets
Without at least View, the Embed Widgets item does not appear in that team
member’s sidebar at all.
Next Steps
Install on your website
Add your snippet to any site or platform
Customization
Fine-tune appearance and behaviour