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Website Agent

Add a smart AI chat widget to your website that can answer questions about your business, help visitors, and capture leads - all without any coding required.

Why Use a Website Agent?​

A website agent turns your site into a 24/7 customer service center. Visitors can:

✅ Get instant answers to common questions
✅ Find information about your products or services
✅ Schedule meetings or contact you directly
✅ Get help without waiting for email responses

Your website agent works while you sleep, helping visitors become customers.

Setting Up Your Website Agent​

Step 1: Create Your Agent​

  1. Go to Agents in your Optimly dashboard
  2. Click + Add
  3. Select Website Agent
  4. Follow the same setup as a Basic Agent for knowledge and configuration

Step 2: Customize for Your Website​

Make your agent match your website's look and feel:

  • Agent Name: Choose something friendly like "Support Assistant" or your company name
  • Welcome Message: Write a greeting that explains how the agent can help
  • Theme: Match your website colors and fonts
  • Tone: Set the personality (professional, friendly, casual, etc.)

Step 3: Configure Website Settings​

Allowed Domains​

  • Add your website URL (e.g., https://www.yoursite.com)
  • Only domains on this list can use your agent
  • This prevents unauthorized use on other sites

Bubble Position​

  • Choose where the chat bubble appears
  • Default is bottom right corner
  • Options: bottom right, bottom left, top right, top left

Welcome Message Display​

  • Show a preview bubble when visitors arrive
  • Helps visitors notice your agent is available
  • Can be turned on/off based on your preference

Add Helpful Tools​

🎯 Lead Form Tool​

Automatically collect visitor information:

  • Email addresses for follow-up
  • Phone numbers for calls
  • Names for personalization
  • Custom fields for your specific needs

📅 Appointment Scheduling​

Let visitors book meetings directly:

  • Connects to your calendar
  • Shows available time slots
  • Sends confirmation emails
  • Reduces back-and-forth scheduling

📧 Email Handoff​

Transfer conversations to email:

  • For complex questions requiring human help
  • To continue conversations later
  • To provide detailed follow-up information

Manual Conversation Control​

Take full control of your website conversations when needed.

Default Behavior Setting​

In the Configuration tab, choose how your agent handles new conversations:

  • Automatic AI Responses On: Agent responds to all website visitors automatically (recommended for most sites)
  • Automatic AI Responses Off: All conversations wait for you to respond manually

Taking Over Individual Conversations​

You can manually control any conversation:

  1. Go to Conversations in your dashboard
  2. Select a website conversation
  3. Toggle the Manual/AI switch
  4. When in Manual Mode (orange badge):
    • You send all responses
    • Visitors see your messages in real-time
    • The agent doesn't respond automatically
  5. Toggle back to AI Active (blue badge) when ready

Best Practices for Website Agents​

Use Manual Mode When:

  • A visitor asks a question outside your knowledge base
  • You identify a high-value sales opportunity
  • Personal attention would improve customer experience
  • The conversation requires nuanced understanding

Keep AI Mode When:

  • Handling routine questions (hours, pricing, features)
  • Managing high traffic volumes
  • Operating outside business hours
  • Providing instant responses is critical

Pro Tip: Start with AI mode enabled, then manually take over conversations that need personal attention. This gives you the best of both worlds.

Embedding Your Agent​

Once your agent is ready, add it to your website:

  1. Click the ... menu on your agent card
  2. Select Embed on website
  3. Copy the provided script
  4. Paste it before the </body> tag in your website HTML
<!-- Example - your actual code will be different -->
<script>
  // Your unique Optimly agent code goes here
</script>

The chat bubble will appear automatically on all pages where you add the code.

Option 2: Iframe Integration​

For more control over placement:

  1. Get the iframe code from the embed options
  2. Place it where you want the chat to appear
  3. Adjust width and height as needed
<!-- Example iframe -->
<iframe src="your-agent-url" width="400" height="600"></iframe>

Testing Your Website Agent​

Before going live:

  1. Test on your staging site first
  2. Ask it common customer questions
  3. Check that tools work (lead forms, scheduling)
  4. Verify it matches your brand (colors, tone, messaging)
  5. Make sure mobile works well

Monitor Performance​

Check your agent's analytics to see:

  • How many visitors use it
  • What questions they ask most
  • Where visitors drop off
  • Lead generation results

Use this data to improve your agent's knowledge and responses.

Common Use Cases​

E-commerce Sites​

  • Product information and specs
  • Shipping and return policies
  • Order status and tracking
  • Size guides and recommendations

Service Businesses​

  • Service descriptions and pricing
  • Booking appointments
  • Service area coverage
  • FAQ and support

SaaS Companies​

  • Feature explanations
  • Pricing and plans
  • Technical support
  • Demo scheduling

Troubleshooting​

Agent not showing on website?

  • Check that your domain is in the allowed domains list
  • Verify the script is placed before </body> tag
  • Clear browser cache and refresh

Agent giving wrong answers?

  • Update your knowledge base with correct information
  • Check your agent's instructions and tone
  • Add more specific content about common questions

Tools not working?

  • Verify tool settings in dashboard
  • Test tools from the preview mode first
  • Check calendar integration for appointment scheduling

Ready to Launch?​

✅ Next Step: Monitor Your Agent's Performance
📚 Need Help?: Website Integration Guide
❓ Questions?: Contact us at contact@optimly.io