Website Agent
The chat on your website that answers visitors from your own content, captures their details, qualifies them and books meetings on your team's calendars.
What the Website Agent does
The Website Agent is the conversation bar that Nudge adds to the bottom of your website. It talks with your visitors in real time and does three things:
- It answers from your site. Nudge reads your pages, documents and notes, and the agent answers with your words. It says nothing that your content does not say.
- It captures the lead. Once it understands what the visitor needs, it asks for their details (name, email, phone) in the conversation itself.
- It offers a slot. When the visitor is a good fit, it opens your closers' calendar inside the chat and the visitor books in a few clicks.
Everything it gathers lands in Nudge: the contact in Contacts, the meeting in Bookings, and the full conversation in Collection. The other agents build on it: the Nurturing Agent follows up the visitors who stop halfway, and the Handoff Agent briefs the closer before each meeting.
Start with this one
The Website Agent is the first agent to switch on. It captures the leads, and the Nurturing, Outreach and Handoff Agents rely on what it learns.
Where to find it
In the app, open Agents and select Website Agent. Its page has:
- On your site: two lines, one per place the agent appears on your site.
- Widget, the bar at the bottom of every page. Its status reads Live once the widget has been seen on your site, Not detected before that, or Blocked by CSP when your site's security policy prevents it from loading. Use Customise to open the appearance screen, Copy the snippet to copy the installation code, and the re-check button to test the installation again.
- Booking form, a classic form for your Contact page: details first, then a time slot. Its status reads Installed or Not installed; Configure opens its editor.
- Forms: the conversational and step-by-step forms of the workspace. The widget serves a conversational form; Shared settings opens the settings shared by all forms.
- How it works and Before enabling (while the agent is not active yet): whether the widget has been detected on your site and how many pages Nudge has read.
The Shared memory tab of Agents holds what all your agents know: instructions, offers, sources and tone. See Knowledge base.
Enable, pause or resume
Click Enable the Website Agent to switch it on. From its page you can then Pause it and Resume it at any time.
While the agent is paused, the widget no longer appears on your site: the installation code stays in place, and the widget comes back as soon as you resume. Each change of status is recorded in the agent's activity, with who made it.
The widget also stops showing when your workspace has used its monthly conversation allowance or when your subscription is no longer active. See Account for plans and billing.
Set it up in five steps
Install the widget
Paste the installation code once on your site. See Installation, and Content Security Policy if your site uses one.
Give Nudge your website
In Agents › Shared memory › Sources, enter your website address and click Reread the website. Then switch on the pages the agent may use. See Knowledge base.
Set the tone and the facts
Fill in Offers (prices, lead times, area served…) and Tone (form of address, style, opening message).
Decide who deserves a call
Set your qualification protocol and, if needed, the answers that rule a visitor out. See Qualification.
Dress the widget and publish
Choose your accent colour, the assistant's name and the suggested questions, then click Publish. See Appearance.
In this section
How a conversation works
What your visitor sees, from the first question to the confirmed meeting.
Knowledge base
Site scan, pages, documents, notes, FAQs and unanswered questions.
Suggested questions
The questions the widget offers per page and per section.
Appearance
Colour, name, placement, excluded pages and live preview.
Booking form
The form for your Contact page, and how to install it.
Qualification
Scoring, recommendation, disqualification and objectives.
Conversations
Review what visitors said and where they stopped.
Security and privacy
Consent, data handling and protection against abuse.
FAQ
Answers to the most common questions.