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  • Getting started
  • Install the widget
  • Train on your website
  • Upload documents
  • Customize the widget
    • Appearance
    • Behavior
    • Advanced settings
  • Agent personas
  • Invite your team
  • Billing & plans
  • Troubleshooting

Customize the widget

Appearance, behavior and advanced settings

Appearance

From the project’s Configure tab you control how the widget looks:

  • Brand color — the launcher, header and buttons follow it
  • Agent name and avatar — pick a preset avatar or upload your own
  • Welcome message — the first thing visitors read
  • Position — bottom-right or bottom-left of the page

Behavior

AI instructions let you steer tone and policy in plain language — “be concise”, “never quote prices, link to the pricing page instead”.

Email capture asks visitors for an address before or after the conversation so your team can follow up.

Ratings add a thumbs-up/down prompt at the end of each conversation, which feeds the analytics dashboard.

Advanced settings

Domain lock restricts the widget to a list of allowed domains, so the snippet stops working if someone copies it to another site.

All configuration changes are live within seconds — visitors get the new behavior on their next page load, with no redeploy.

Tipps

  • Keep AI instructions short and specific; three precise rules beat a page of prose.
Upload documentsAgent personas

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