Widget Customization
Open an Agent and select Design → Widget Design to configure its website widget.
Choose Classic or Portal
- Classic opens directly into the chat experience.
- Portal adds a home screen with configurable greeting, search, quick actions, updates, and navigation.
Switching types preserves the Portal settings so you can switch back later. Appearance and chat translations are shared across both types.
Appearance
Use Appearance for shared settings such as colors, header text, avatar, position, border radius, and launcher style. Review the preview as you change the settings.
Custom branding and some capabilities depend on your plan. Check the options available in the editor rather than assuming every feature is included in every subscription.
Portal home
Use Portal home to configure the home screen content and navigation. These settings affect the Portal type. Keeping them configured while using Classic does not add a Portal home screen to Classic.
Review the greeting, search, quick actions, update content, and navigation destinations that visitors will see. Test actions and links before publishing.
Translations
Use Translations for visitor-facing widget text. Shared chat labels apply to both Classic and Portal. Portal-specific labels are identified separately.
Widget interface translations and the AI Agent’s response language are different settings. Configure and test each when serving visitors in another language.
Save, preview, and publish
- Save your edits as a draft.
- Check the draft preview, including a phone-sized layout.
- Publish the intended configuration.
- Reload the public website and verify the published widget.
Saving a draft does not publish it to visitors. The preview may show settings that have not yet been published.
Pass visitor information
The installation supports visitor name, email, phone, ID, and custom fields. Use Events and callbacks for the supported attributes and methods.
These browser-provided fields are context for the conversation. They are not proof of the visitor’s identity or permission to access private account data.
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