Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- You need a published agent. See Agents, flows, and deployments.
- You need edit access to your website’s HTML, theme, or page builder.
Copy and paste the snippet
1
Open the Widget Embed view
In the builder sidebar, select Distribute, then Widget Embed under the Web group.The Embed Code card opens on the HTML tab.
2
Pick the tab for your site
The tabs are HTML, Iframe, React, WordPress, Shopify, and GTM. Each tab shows a snippet for that platform.Choose HTML when you are not sure. It works on any website that lets you add a script tag.
3
Set Open to conversations list
Turn the switch on when returning end users should land on their past conversations instead of the chat.The switch changes the snippet, so set it before you copy. It is not shown on the Iframe tab.
4
Copy the snippet
Select the copy icon at the top right of the code box.
The icon turns into a check mark, and a message confirms Code copied to clipboard.
5
Paste the snippet into your site
Place it before the closing
</body> tag on every page where the widget should appear. The note under the code box tells you where that is on your platform.6
Publish your site
The launcher appears in the corner of every page that loads the snippet.
What each tab gives you
The HTML snippet has this shape. Copy the exact version from the Widget Embed view, because it fills in your agent ID and your region.data-convid value is your agent’s public ID. It is not a secret.
