How to Enable AI Agent in Web Widget

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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. Learn more on Unveiling the BoldDesk AI Agent: Your 24/7 Virtual Support Assistant.

Step 2: Add a Web Widget

Go to Admin > Web Widgets and AI Agent > Add Widget. Learn more on Embedding Help Widget on External Site.
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);
})();

Learn more on How to Configure Customer Portal Settings and How to Add a Web Widget to the Customer Portal.

The appearance of the Web Widget in the customer portal may vary depending on the settings applied during its creation. Below is one possible outcome:

b. Adding the Web Widget to an External Site

To embed the Web Widget on your website, utilize the custom JavaScript code provided below. Learn more on Embedding Help Widget on External Site.

(function () {
   var v = document.createElement('script');
   v.src = "https://{{yourdomain}}/widget/{{widgetId}}";
   v.type = "text/javascript";
   document.head.append(v);
})();

Frequently Asked Questions (FAQ)

Can I use the AI Agent in the Web Widget with any BoldDesk plan?
No. The AI features are available only with the Momentum and Enterprise plans.
Can I add the Web Widget to both the customer portal and an external website?
Yes. You can integrate the Web Widget into:
- Your BoldDesk customer portal
- Any external website using the provided JavaScript snippet
Do I need to create a new AI Agent for each web widget?
No. You can reuse an existing AI Agent across multiple widgets, provided the brand of the web widgets is similar to the AI Agent’s brand.
Where do I find the widget ID for the JavaScript snippet?
The widget ID is generated when you create a new widget in Admin > Web Widgets and AI Agent > Add Widget.

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