The AI 2.0 Agent in BoldDesk Web Widget enables automated customer interactions directly within your customer portal or website. It acts as a virtual assistant to handle queries, improve self-service, and reduce agent workload.

Prerequisites

Before enabling the AI 2.0 Agent, ensure:

• A published AI 2.0 Agent is available
• The AI 2.0 Agent is mapped to the correct Brand
• Required data sources are configured
• AI Credits are active

Enable AI 2.0 Agent in Web Widget

The AI 2.0 Agent is enabled directly within the Web Widget configuration.

Configuration Steps

1. Go to:
   Admin → Web Widgets and AI Agent

2. Create a new widget or open an existing widget

   • Existing, Brand cannot be changed
   • Add widget, you can select the brand accordingly (one-time configuration)
     
   
   
   

For more details about the Web Widget setup, explore Embedding Help Widget on External Site.

3. Enable the AI Agent toggle

4. In the AI Agent field:

   • Select a published AI 2.0 Agent

   • Only agents mapped to the selected brand will appear

   • Only one AI 2.0 Agent can be assigned per widget
     

     
     
     

5. Save the widget configuration

Add Web Widget to Customer Portal

Once configured, the Web Widget can be embedded into the BoldDesk Customer Portal. For detailed instructions, explore Embedding Web Widgets in BoldDesk Customer Portal Using Custom JS.

Add Web Widget to Website

The Web Widget can also be deployed on your website to enable real-time customer interaction.
For setup instructions, explore Embedding Help Widget on External Site.

Frequently Asked Questions

1. Can I assign multiple AI 2.0 Agents to one Web Widget?
   No. Each Web Widget supports only one AI 2.0 Agent.

2. Can I use the Web Widget without enabling AI 2.0 Agent?
   Yes. The Web Widget can function independently without AI 2.0 Agent.

3. Where can I manage Web Widget configurations?
   You can manage widgets under:
   Admin → Web Widgets and AI Agent

4. Does the Web Widget automatically create tickets?
   No. BoldDesk does not automatically convert widget interactions into tickets.

5. Do I need to recreate a widget to enable AI 2.0 Agent?
   No. You can enable AI 2.0 Agent in an existing widget configuration.

Related Articles

1. Embedding Web Widgets in BoldDesk Customer Portal Using Custom JS
2. Embedding Help Widget on External Site