How It Works
When a customer asks a question through the chat widget:- The AI agent searches your public sources of information for relevant context
- It generates a response in real time
- If the issue can’t be fully resolved, the customer can escalate to create a ticket in your connected ticketing system
Browsing Widgets
The Widgets page displays all chat widgets for your organization. Each row shows the widget name, status (Active or Inactive), and created date. Click any widget to open its configuration page.Creating a Widget
Click the Create Widget button to get started. Enter a name for the widget and optionally specify allowed domains (e.g.,example.com, docs.example.com) to restrict where the widget can load. After creation, you’ll be redirected to the widget configuration page.
Widget Configuration
The configuration page is where you manage everything about a widget:- Installation: Copy the embed code snippet to add the widget to your site
- Logo: Upload a custom logo to display in the chat header
- Allowed Domains: Control which domains can load the widget
- Identity Verification: Enable JWT authentication for verified user sessions
- Escalation: Route unresolved conversations to your ticketing system (Plain, Pylon, or Linear)
- Active / Inactive: Toggle the widget on or off at any time