1. AI Agent Installation
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  1. AI Agent Installation

Overview

This guide covers installing an AI Agent web widget across different website platforms. Use the platform page that matches your site.

What you need before installation#

1.
AI Agent is created
The AI Agent should be saved and visible in your AI Agents list.
2.
Knowledge sources are connected (recommended)
Add webpages and/or files so the AI Agent answers using your content.
If no sources are linked, responses may be generic.
3.
Embed code access
The embed code is available inside the AI Agent setup screen.
4.
Website edit access
You should be able to update your global template, footer area, or platform-wide code injection settings.

Get the Embed Code#

1.
Open AI Agents
2.
Select the AI Agent you want to deploy
3.
Open Quick Setup
4.
Go to Embed Code
5.
Select the embed method you want (based on what your portal provides):
Script Tag based loading (recommended for site-wide widget)
Iframe based loading (recommended for embedding inside a page section)
6.
Click Copy
Important rules:
Paste the code exactly as copied
Add it only once site-wide for Floating mode
Use Inline mode only where you want it to appear

Where to paste the embed code#

Script Tag based loading (recommended)#

Paste the embed code in your site’s global layout/template so it loads on every page, right before the closing </body> tag.
Examples of the “global layout/template” location:
A shared layout file used across pages
A theme file that renders on all pages
A platform-wide code injection area that applies globally

Iframe based loading#

Paste the embed code inside the page content where you want the embedded AI Agent to appear.
Common placement examples:
A Support or Contact page section
A dedicated “Chat” page section
A CMS page block that supports custom HTML
Tip: If the embedded widget looks cut off, increase the height of the section where you placed the iframe.

Verify after publishing#

After you publish/deploy the website:
1.
Open the website in an incognito/private window
2.
Confirm the widget appears
3.
Send a test message
4.
Ask one question that should be answered from your sources
5.
Refresh the page and confirm the widget loads again

Common mistakes#

Code added in a single page template instead of the global footer
Code pasted twice (plugin + theme, or GTM + footer)
Changes saved but not published/deployed
Ad blockers preventing widget scripts from loading
Strict Content Security Policy (CSP) blocking scripts or connections
Modified at 2026-02-19 06:30:37
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