Prerequisites: Emanate account, website access
What We’ll Build
A chat widget that:- Appears on your website
- Matches your brand colors
- Answers visitor questions
- Captures leads automatically
Step 1: Create Chat Agent
- Navigate to Agents → Chat Agents
- Click Create Agent
- Enter basic information:
| Field | Value |
|---|---|
| Name | Website Assistant |
| First Message | ”Hi! 👋 I’m here to help you find the right materials for your project. What can I help you with?” |
Step 2: Configure System Prompt
Step 3: Configure Widget Appearance
- Go to Widget tab
- Configure your widget’s appearance — brand color, position, welcome message, and agent display name — in the Widget tab.
- Add suggested prompts to help visitors start a conversation (e.g., “What products do you offer?”, “How do I get a quote?”, “What are shipping times?”).
Step 4: Add Knowledge Base
- Go to Knowledge Base tab
- Upload your documents:
- Product information
- FAQ
- Company info
Step 5: Enable Lead Capture
- Go to Overview tab
- Enable Lead Capture
- Set capture timing: Contextual (during natural conversation)
Step 6: Test the Widget
- Click Test to open test panel
- Test conversations:
Step 7: Get Embed Code
- Go to Widget tab
- Copy the embed code:
Step 8: Add to Your Website
Standard HTML
Add before</body>:
WordPress
- Go to Appearance → Theme Editor
- Edit
footer.php - Add script before
</body>
Shopify
- Go to Online Store → Themes → Edit Code
- Find
theme.liquid - Add script before
</body>
React
For React apps, install the Emanate React package and use the provided component. See the Widget tab for integration details.Next.js
For Next.js apps, add the widget to your root layout. See the Widget tab for framework-specific instructions.Step 9: Verify Installation
- Visit your website
- Look for the chat bubble (bottom-right by default)
- Click to open the widget
- Test a conversation
Customization Options
Widget Settings
| Setting | Description |
|---|---|
| Agent | Which chat agent powers the widget |
| Brand Color | Primary color to match your brand |
| Position | Where the widget appears (bottom-right or bottom-left) |
| Welcome Message | Greeting shown when visitors open the chat |
| Hide Launcher | Option to control the widget programmatically |
What’s Next?
Chat Logs
View chat conversations
Lead Capture
Configure lead collection
Custom Actions
Add integrations
Analytics
Track performance
Troubleshooting
Widget doesn't appear
Widget doesn't appear
- Verify the widget is loading correctly on your page
- Verify agent ID is correct
- Look for JavaScript errors in console
Widget appears but doesn't respond
Widget appears but doesn't respond
- Test agent in Emanate dashboard first
- Check model configuration
- Verify knowledge base is ready
Wrong colors/position
Wrong colors/position
- Check data attributes are set correctly
- Clear browser cache
- Check that your website’s styling isn’t conflicting with the widget