Testing and Deploying
Before putting your agent in front of customers, use the built-in test page to verify it works correctly. Then deploy with a single code snippet.Testing Your Agent
Every agent has a Test page in the dashboard. This gives you a live chat interface connected to your agent — identical to what your customers will see.What to Check
- Common questions — Ask the questions your customers ask most. Are the answers accurate and helpful?
- Edge cases — Try vague or unusual questions. Does the agent handle them gracefully or give confusing responses?
- Actions — If you’ve enabled actions (like ticket creation or appointment booking), test each one by using natural trigger phrases
- Out-of-scope questions — Ask something unrelated to your business. The agent should politely redirect rather than making up an answer
- Tone and style — Make sure the responses match the tone you configured
Deploying Your Agent
Once you’re satisfied with testing, deploy your agent by embedding it on your website. You have two options.Option 1: Chat Widget (Recommended)
The chat widget adds a floating chat bubble to the bottom-right corner of your site. Customers click it to open a conversation. To embed the widget, copy the script tag from your agent’s Deploy section and paste it before the closing</body> tag of your website:
YOUR_BOT_ID with your actual bot ID from the dashboard.
The widget works on any website — WordPress, Shopify, Squarespace, Webflow, or any custom-built site.
Option 2: Iframe Embed
If you want to embed the chat directly into a page (instead of a floating bubble), use an iframe:Choosing Between Widget and Iframe
| Feature | Widget | Iframe |
|---|---|---|
| Placement | Floating bubble (bottom-right) | Inline on a specific page |
| Visibility | Always available across your site | Only where you place it |
| Best for | General website support | Dedicated help/support pages |
| Setup | Single script tag, site-wide | Placed per page as needed |
Both embed options connect to the same agent and use the same knowledge base and configuration. Choose based on where and how you want the chat to appear.
After Deploying
- Monitor your agent’s performance from the Analytics dashboard
- Update sources and Q&A pairs as your product evolves
- Review conversations periodically to spot areas where your agent could improve