Widget Setup

The Widget Settings page controls how your website chat experience looks, behaves, and embeds.

Widget Setup

The Widget Settings page controls how your website chat experience looks, behaves, and embeds.

What You Can Configure

Widget Settings is split into five tabs:

TabWhat it controls
AppearanceColors, fonts, branding, and visual style
BehaviorLaunch behavior, greetings, and interaction defaults
VoiceVoice-specific widget behavior
Pre-chatThe form shown before a chat starts
EmbedThe installation snippet for your site

There is also a live preview, so you can validate changes before saving.

SDK Sandbox

Use the Open SDK Sandbox button when you want to test the widget in isolation before updating your real site.

This is especially useful when:

  • checking embed behavior
  • validating styling changes
  • testing pre-chat fields
  • debugging voice-enabled widget flows

Typical Setup Flow

Customize the look

Start in Appearance so the widget feels on-brand before you share it internally.

Set the behavior

Use Behavior to decide how the widget opens, greets, and responds during normal usage.

Decide on voice and pre-chat

Enable only the options you actually plan to support at launch.

Copy the embed code

Use the Embed tab for installation.

Validate in the sandbox and on a staging site

Test before putting the script on production pages.

Best Practices

  • keep the first-launch experience simple
  • only ask pre-chat questions that change routing or support quality
  • test both desktop and mobile placements on real pages
  • pair widget testing with Playground so you can separate channel issues from answer-quality issues

Agent Settings

Tune AI, retrieval, escalation, and voice defaults for one agent.

Playground

Test answers, retrieval, prompts, and overrides before production.

Voice Lab

Test voice sessions, debug tool calls, and manage ElevenLabs sync.

Last updated: May 2026