Your chat widget helps you immediately connect with customers on your websites and funnels, giving them a direct line of contact that doesn’t prompt them to leave your pages. With the Voice AI chat widget, you can provide them with a call-like experience, using the AI agents available to you inside the CRM.

Using The Agent Tab #

The Agent Tab allows you to manage the connected Voice AI to your chat widget. To access it, create or edit a Voice AI type widget.

Switch to the Agents tab in the left-side menu.

Managing Agents #

To switch the AI agent that you’re using, open the dropdown menu under the Voice AI section.

Select your desired agent from the drop-down menu.

Creating A New Agent #

You can create a new agent by selecting the top option.

This will open a new tab on your browser for the AI Agents section of your account settings. In there, click “+ Create Agent.”

Once you finish creating your agent, switch back to the chat widget tab. The agents’ list will automatically refresh, allowing you to select the newly created Voice AI.

Once you’ve selected your Voice AI, you can change the visible name to your liking.

After completing your changes, click Save at the top right corner to update your widget and add it to your roster.

Use this type of chat widget to connect with your audience without making them leave your site to chat with your team over an audio channel, making contact accessible for all customers. We hope this helps you improve your audience’s experience with your chat widgets.

Frequently Asked Questions #

What does the Agent Tab do? #

The Agent Tab lets you manage the Voice AI agent connected to your chat widget. It is available when you create or edit a Voice AI type widget.

How do I switch the AI agent on my widget? #

Open the dropdown menu under the Voice AI section in the Agents tab and select your desired agent from the list.

How do I create a new Voice AI agent? #

Select the top option in the agent dropdown to open the AI Agents section of your account settings, then click “+ Create Agent” to build a new one.

Do I need to refresh after creating an agent? #

No. When you switch back to the chat widget tab, the agents’ list automatically refreshes so you can immediately select your newly created Voice AI.

Can I rename the agent shown on my widget? #

Yes. After selecting your Voice AI, you can change the visible name to your liking before saving.

How do I save my Agent Tab changes? #

Click Save at the top right corner to update your widget and add it to your roster once you’ve finished making changes.