Website Agent
4. Website Bubble Settings
Control how the chat widget appears and behaves on your site.
- Allowed Domains: Define where the widget can be embedded. Use full URLs like
https://www.example.com
. - Bubble Position: Choose where the widget appears (default is bottom right).
- Welcome Message Display: Choose whether to show or hide the welcome message bubble on page load.
5. Tools
Optimly provides optional tools that can enhance your chat experience:
- Lead Form: Collect email, name, and phone number to capture leads directly in chat.
- Appointment Scheduling: Let users book meetings without leaving the chat interface.
- Email Handoff: Escalate conversations to email for longer or unresolved queries.
Each tool can be enabled or disabled individually from the dashboard.
Embedding Your Agent
After testing your agent from the dashboard, embed it into your website:
- Click the
...
menu on the agent’s card. - Select Embed on website.
- Choose one of the integration methods:
Option 1: Chat Bubble
Paste the provided script tag into your website’s HTML, just before the </body>
tag. This creates a floating chat bubble on your site.
Option 2: Iframe Integration
Use the iframe embed code to place the chat interface inside a specific section of a page.
Make sure your domain is listed in the Allowed Domains for the widget to work correctly.
Need help with embedding or customization? Contact us at contact@optimly.io.