How to Enable AI Agent in Web Widget
BoldDesk’s AI Agent for the Web Widget serves as a virtual support assistant, designed to automate customer interactions, address common inquiries without requiring human intervention, and enhance self-service support directly on your website. This guide provides a step-by-step process to enable and configure the AI Agent within the Web Widget and explains how to add the web widget to the customer portal and external site.
- The AI Assist features are available exclusively with the Momentum and Enterprise plans.
- The web widget can be added to the customer portal as well as external sites.
Step 1: Configure the AI Agent
Customize the AI Agent settings based on your requirements. Refer to this article, for detailed instructions on configuring the AI Agent in BoldDesk.
Step 2: Add a Web Widget
- Go to Admin > Web Widgets and AI Agent > Add Widget. For further guidance, please check this article.
- While adding the widget, select the desired AI Agent for the web widget.
Step 3: Add the Web Widget to Your Preferred Site
You can integrate the web widget with the AI Agent into either an external website or your BoldDesk account’s customer portal.
a. Adding the Web Widget with an AI Agent to the Customer Portal
Incorporate the Web Widget into the customer portal by navigating to Admin > Customer Portal > Customization and inserting the following custom JavaScript (JS) code:
Custom JS Code
(function () {
var v = document.createElement('script');
v.src = "https://{{yourdomain}}/widget/{{widgetId}}";
v.type = "text/javascript";
document.head.append(v);
})();
For more details on where to insert the JS code, please refer to this article for more information on Advanced Customization.
After Adding the Web Widget to the Customer Portal
b. Adding the Web Widget to an External Site
To embed the Web Widget on your website, utilize the custom JavaScript code provided below. For additional information, refer to this article.
(function () {
var v = document.createElement('script');
v.src = "https://{{yourdomain}}/widget/{{widgetId}}";
v.type = "text/javascript";
document.head.append(v);
})();
