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Use chat mode for support and lead capture on pages where people won’t turn on a microphone, and add Components so the agent can show forms and slot pickers in the thread.

Before you start

An installed widget

The mode is set in its loadAgent object.

Choose the mode

Add bypassStartScreen: true to skip the start screen, so a click on the trigger opens the chat straight away.

Give chat its own agent

A prompt written for voice reads badly in text: it spells out numbers, avoids lists and keeps turns short for the ear. For a chat-only or chat-first embed, run a separate agent with a prompt written for reading.
1

Clone the voice agent

In Assistants, open the agent’s menu and click Clone.
2

Rewrite the prompt for text

Allow short Markdown lists, give exact figures, and say when to show which component, for example Show @[[lead_form]] once the visitor asks for a callback.
3

Embed the new agent

Copy the snippet from the clone’s Embed & Widgets → Install & domains, and set defaultTab: "text".
The widget opens on chat and the agent answers in your text style.

Full chat-only embed

Every option is in the configuration reference.

Prompt examples

Mention each component at the point in the prompt where it should appear, and have the agent confirm what the component returned.
Callback booking
Lead capture

Legacy widgets

Before Components, agents used fixed-purpose widgets. Agents that already have them still list them under Embed & Widgets → Components → Legacy widgets, where you can switch each on or off or open it to edit. New legacy widgets can’t be added; build a component instead.
  • Calendar: Slot Duration (Days) 1 to 7, default 1. Slot Interval (Minutes) 30, 60 or 90, default 30. Start Time and End Time (24h), default 09:00 to 18:00. Max slots to show: Default, or a number up to what the window and interval allow. Timezone, default Asia/Kolkata. An optional API call on booking (API URL, Method, headers, Request Body).
  • Form: Form Title (default “Fill in your details”) and Submit Button Label (default “Submit”). Field types: Text, Textarea, Number, Email, Phone Number, Single Select, Multi Select, Checkbox, Date. An optional API call on submit.
  • Quick Reply: Reply Mode is Options (fixed choices you type, four rows by default, Add Option for more) or LLM inferred (the agent generates the choices from an Inference Prompt describing what to offer).
  • Execute DOM Action: events the agent fires on your page. See agent actions.
  • Disease Acceptance: a Tool Name and a Prompt holding the underwriting instructions for accepting or declining a disease declaration.

Next steps

Build a component

Forms, cards and pickers the agent shows in chat.

Prepare for launch

Domains, , version pinning and browser QA.