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Documentation Index

Fetch the complete documentation index at: https://docs.poly.ai/llms.txt

Use this file to discover all available pages before exploring further.

There are three routes for putting your agent in front of someone. Use them in order: link first, embed when you have a site to put it on, API when you need control over when the call starts.

Quick reference

You want to…UseSetup time
Send a colleague a link they can clickShareable page0 min, it’s already there
Add a launcher to your live websiteEmbed the widget5 min
Start a call from your own button or page eventWeb Calling JavaScript API30 min

Shareable page

Every agent has a hosted page on PolyAI’s domain. Open the agent, go to Configure > Web Calling, copy the link from the Test tab, and send it. The recipient opens it in any browser and clicks the call button. They don’t need an account. This is the route to use for:
  • Internal review before you ship.
  • Sales conversations where the link does the demo.
  • Quick external user testing.
  • Anywhere you’d otherwise send a Loom.
See shareable page for the configuration options.

Embedded widget

When you’re ready for actual visitors, drop Web Calling into your site’s HTML. The whole install is one script tag:
<script src="https://messaging.poly.ai/widget/YOUR_UNIQUE_CODE.js"></script>
Generate the tag under Configure > Web Calling > Embed, then paste it just before </body> on the pages you want the launcher on. Visitors see a button bottom-right; clicking it opens a call. You can run multiple widget variants per brand, region, or product line. Styling, language, and consent text are all configurable from Configure > Web Calling. See install on your site for Tag Manager and HTTPS notes.

Custom triggers via the API

If you want your own button (not the default launcher) to start the call, the widget exposes a window.PolyphoneAPI object. Useful for tying the call to an in-app event, a CTA in your existing UI, or a JavaScript-driven flow.
// Start a call from a custom button
document.querySelector("#talk-to-us").addEventListener("click", () => {
  window.PolyphoneAPI.connectAndCall();
});

// Pass context to the agent mid-call
window.PolyphoneAPI.sendInfo("user_signed_in", { userId: "abc123" });
Full reference (commands, events, registration patterns) in the Web Calling overview.

Before you share

A short checklist worth running before you send any link to anyone:
  • Open the share link in an incognito tab. That’s what your recipient sees.
  • Listen to the greeting. If it’s still the default scaffold message, ask Agent Builder to make it warmer or more specific.
  • Confirm the voice. Set under Configure > Agent voice. You can swap it in one click and re-test.
  • Check the consent text if consent is turned on. Lives in Configure > Web Calling > Content.

What happens next

Every call placed through any of these channels lands in Conversations with a full transcript and a recording. When something goes wrong (and it will), the fix loop is on Iterate after a call.
Last modified on May 18, 2026