You must configure chat before creating widgets. If chat is not configured, widgets will not function.
Creating a widget
If no widgets exist, you’ll see an empty state with a Create chat widget button. Click Create chat widget to open the creation modal:A name to identify this widget (e.g., “Main website”, “Support portal”).
The URL where this widget will be deployed.
Select the deployment environment: Sandbox, Pre-release, or Live.
Widget editor
After creating a widget, use the editor to configure its appearance and behavior. The editor has three tabs: Styling, Content, and Embed. A live preview panel on the right shows your changes in real-time.Header controls
- Widget selector - Dropdown to switch between widgets
- Settings icon - Access widget settings
- Save and publish - Deploy changes to the selected environment
Styling tab
Customize the visual appearance of your widget.Header
The title shown in the widget header. Use your brand name or assistant name.Example: “PolyAI Assistant”
Upload a logo or image for the widget header.
Agent
The name displayed for the agent in chat messages.Example: “Support Assistant”
Upload an avatar image for the agent.
Color
Sets the color for the header and action elements. Enter a hex code or use the color picker.Example:
#161617Content tab
Configure disclaimers and consent requirements.Disclaimers
Toggle to show a disclaimer message before users can start chatting.
The message shown to users before they begin chatting.Example: “This is an AI-powered system. All chats are recorded for quality and training purposes.”
When enabled, users must click “I consent and start chat” before the conversation begins.
Restore the disclaimer message to its default text.
Company policies
Toggle to show links to your Privacy Policy and Terms & Conditions below the consent button.
Example:
https://example.com/privacy-policyExample:
https://example.com/terms-conditionsEmbed tab
Deploy your widget to production.Instructions
The embed tab provides step-by-step instructions for adding the widget to your website.Widget status
Each widget displays:- Widget name - The name you assigned
- Status badge - Shows “Live” when published, or the current state
- Script tag - The code to copy and embed on your site
- Last published - Timestamp of the most recent deployment
Deploying the widget
- Review the widget status and ensure it shows the correct environment.
- Copy the script tag from the code block.
- Paste the script before the closing
</body>tag on your website.
Testing
Live preview
The preview panel on the right side of the editor shows:- “You’re previewing [widget name]” banner
- Test widget link to interact with the widget
- Real-time updates as you adjust settings
Managing multiple widgets
You can create multiple widgets for different use cases:- Different websites or domains
- Different variants for location-specific experiences
- Different environments for testing vs. production

