Before you start
An installed widget
The mode is set in its
loadAgent object.Choose the mode
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
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.