Appearance, Embed & Share Settings

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Use the Appearance, Embed, and Share settings to control how your Chat Agent looks, how it appears on your website, and how you share it with others for testing.


Appearance

The Appearance section lets you adjust the visual look and feel of the chat widget that you embed on your website. This helps the Chat Agent blend seamlessly with your brand and website design.

What you can customize

You can typically configure:

  • Font size
    Adjust the text size inside the chat window so it’s easy to read and matches your site’s typography.

  • Font style
    Choose a font family that aligns with your brand guidelines (e.g., sans-serif, serif, or a specific brand font).

  • Colors

  • Chat background color

  • Message bubble colors (user vs. agent)

  • Text color

  • Button and link colors
    Use your brand’s primary and secondary colors for a consistent experience.

  • Typing speed
    Control how quickly the Chat Agent’s responses appear, simulating a more human-like typing effect or instant replies.

  • Tagline / placeholders
    Customize placeholder text and taglines such as:

  • “Ask me anything about our services…”

  • “How can I help you today?”This sets expectations and guides users on what to ask.

  • Custom icons / avatar
    Upload or select:

  • A custom chat icon for the widget or chat bubble

  • An avatar for the AI assistant
    This helps reinforce your brand identity.

Why it matters

By tailoring the appearance, you can:

  • Match your website’s branding and design

  • Improve user trust and engagement

  • Create a consistent experience across your marketing and support channels

The platform supports creating various types of AI assistants—such as appointment setters, knowledge base Chat Agents, and lead-generation bots—so a well-branded appearance helps each assistant feel like a natural part of your business.


Embed

Use the Embed options to place your Chat Agent directly on your website. You can embed it:

  1. As an iframe within a page

  2. As a chat bubble in the bottom-right corner of your site

You can use either or both, depending on your layout and preferences.

1. Embed via iframe

Embedding via iframe places the full chat widget inside a specific area of your page (for example, on a “Support” or “Contact” page).

Steps:

  1. Go to your Chat Agent’s Embed settings.

  2. Copy the provided iframe code.

  3. Paste the iframe code into your website’s HTML where you want the chat widget to appear.

Example (your actual code will be provided in the platform):

<iframe  src="https://your-chat-agent-url"  width="100%"  height="600"  style="border: none;"></iframe>

This will embed the Chat Agent seamlessly within your site content.

2. Embed a chat bubble

A chat bubble appears as a small icon (usually in the bottom-right corner) that users can click to open the chat window.

Steps:

  1. Go to your Chat Agent’s Embed settings.

  2. Copy the provided script tag.

  3. Paste the script tag right before the closing </body> tag in your site’s HTML template.

Example (your actual script will be provided in the platform):

<script  src="https://your-chat-agent-bubble-script.js"  async></script></body></html>

Placing the script before </body> ensures the chat bubble loads correctly without blocking the rest of your page.


Share

The Share feature lets you distribute your Chat Agent to others (e.g., teammates, stakeholders, or testers) before making it live on your website.

After creating a Chat Agent, you can generate a unique share URL so others can interact with it directly in their browser.

Steps:

  1. Open your Chat Agent’s settings.

  2. Go to the Share section.

  3. Make sure the Chat Agent is set to Public or adjust its visibility/settings to allow sharing.

  4. Click to generate or copy the share link URL.

You can then send this URL to:

  • Team members for internal testing

  • Stakeholders for review and feedback

  • Selected users for beta testing

Recipients can start engaging with the bot immediately via the link, without needing access to your website or admin dashboard.


By configuring Appearance, Embed, and Share, you can:

  • Align the Chat Agent with your brand

  • Integrate it smoothly into your website

  • Collaborate with your team to test and refine the experience before going live

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