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What the Chat Widget Does

The chat widget puts your AI receptionist on your website as a text chat bubble. Visitors can ask questions, request quotes, and book appointments without picking up the phone. It uses the same knowledge base and booking logic as your phone AI.
The chat widget is included in all plans at no extra cost. It uses the same AI knowledge as your phone receptionist.

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Setting Up Your Chat Widget

Go to Chat Widget in the left sidebar. You will see a 3-step wizard.
1

Customise

Set the look and feel of your widget:
  • Primary colour — matches your brand (hex code or colour picker)
  • Position — bottom-right or bottom-left of the screen
  • Greeting message — what the widget says when a visitor opens it (e.g. “Hi! How can I help you today?”)
  • Widget title — your business name shown in the chat header
A live preview appears on the right so you can see exactly how it will look.
2

Add Domains

Add every domain where the widget will appear. This is a security whitelist — the widget will only load on these domains.Example domains:
  • yourbusiness.com
  • www.yourbusiness.com
If you forget to add a domain, the widget will not load on that site. Make sure to include both www and non-www versions if you use both.
3

Install

Copy the embed script tag shown on screen. Paste it into your website, just before the closing </body> tag.
<script src="https://api.closethecall.com/widget/YOUR_TOKEN/embed.js" async></script>
If you use a website builder like Wix, Squarespace, or WordPress, paste this into the “custom code” or “header/footer scripts” section.

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How It Works for Your Visitors

  1. A small chat bubble appears in the corner of your website
  2. The visitor clicks it and types a message
  3. Your AI responds instantly using your knowledge base
  4. The AI can capture lead details, check appointment availability, and book appointments — all through text
  5. The conversation is saved and appears in your Conversations page under the WEBCHAT channel

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Rate Limiting

To prevent abuse, each visitor is limited to 20 messages per minute. This is more than enough for a normal conversation and protects against bots spamming your widget.

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Viewing Chat Conversations

All chat widget conversations appear on your Conversations page. They are labelled as the WEBCHAT channel so you can filter and find them easily.
If a visitor provides their name, email, or phone number during the chat, a lead is automatically created on your Leads page.
WordPress: Go to Appearance > Theme File Editor > footer.php. Paste the script before </body>. Or use a plugin like “Insert Headers and Footers”.Wix: Go to Settings > Custom Code > Add Custom Code. Paste the script, set placement to “Body - end”.Squarespace: Go to Settings > Advanced > Code Injection. Paste into the “Footer” field.Shopify: Go to Online Store > Themes > Edit Code > theme.liquid. Paste before </body>.