Connecting Your Website Chat Widget
Embed AI chat that writes leads directly into the CRM.
- 1
Configure an AI agent and widget snippet from CRM → Lead capture or AI Agents (per your UI).
- 2
Paste the snippet before the closing body tag on your site.
- 3
Publish, open the site incognito, and send a test message.
- 4
Confirm the transcript in Inbox and the lead row in Leads.
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