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Copy your assistant’s personalized script from Install Code in your dashboard. Follow the embed guide for your website platform, publish your changes, and test the chat on your live website.

Check that the widget is enabled, your published domain is approved, and the installed script contains the correct bot ID. Republish your site and test the live page. The embed guide includes more troubleshooting steps.

Open Widget settings in your dashboard and review Allowed domains. Add the domain visitors use to reach your site, save the settings, and test the published page. Preview and live sites can use different domains.

Use Widget settings to customize your assistant’s greeting, colors, and position. Save your changes and check the widget on your website.

Training reads and processes the content you add. Check the source status in your dashboard for progress or an error. If a sync has failed or is taking longer than expected, use the retry option when available. Contact support if it keeps failing.

Start with the product pages, help documents, and FAQs your team uses to answer visitor questions. Add the content relevant to your audience, finish training, and test questions based on those sources before launch.

Open the login page and use the email or Google sign-in method associated with your account. If you can sign in but cannot find the expected workspace or assistant, contact support with your account email.

Use the password reset page with the email associated with your account. If you normally sign in with Google, try that sign-in option on the login page. Contact support if you still cannot access your account.

Review your current plan and usage in the dashboard. Plan limits cover messages, leads, and training capacity. If you need more capacity, review the available plans on Billing or contact support for help understanding your usage.

Review the payment status and any checkout error on Billing. If your bank shows a charge but your plan has not updated, contact support with the order or payment reference so the team can investigate before you try again.

Use the Conversations and Leads pages in your dashboard to review what visitors asked and the contact details captured by your widget. If expected records are missing, include the assistant and approximate conversation time in your support request.