Getting Started with Clients
- Add a Client: Click "+ Add Client" and fill in the business name, website URL, and notification email.
- Configure the Bot: Set a bot name, brand color, personality, and optionally a Calendly URL for booking calls.
- Crawl the Website: After saving, click "Crawl Website" on the client card. This scans the site (up to 50 pages) so the AI bot can answer questions about the business accurately.
- Embed the Widget: Copy the embed snippet shown on the client card and paste it into the client's website HTML (before the closing </body> tag).
- Go Live: Once the widget is embedded and the crawl is complete, visitors will see a chat bubble. The AI bot will engage them, answer questions using the crawled content, and capture leads automatically.
Each client gets a unique API key. The widget uses this key to connect conversations to the right client.