Set up your chat assistant

Open Assistant from the menu. Tell it about your business, what you sell and what people ask, name it, choose what it can do, try it, then switch it on for your website, your landing pages or another site.

Step by step7 stepsUpdated 14 Nov 2026

Your chat assistant answers your customers' questions on your website and your landing pages, day and night, in what your business actually offers.

Set it up

Open Assistant from the menu. It takes you through seven steps:

  1. Your business: what your business does.

  2. What you sell.

  3. Questions people ask, and their answers.

  4. Your assistant: its name.

  5. What it can do.

  6. Try it: ask it anything, as a customer would.

  7. Switch it on.

Choose what it can do

  • Ask for an email, so your team can follow up. Choose whether it asks before the chat starts, and add the box people tick to hear from you. Off, it asks only when your team owes someone a reply.
  • Take bookings: add your booking link, and it offers it when someone wants to book.
  • Hand over to your team: say when, and choose Only while your team is there. Your team replies from the Inbox.

Switch it on

Choose where it shows:

  • Your website: on every page of it, once your website is live.
  • Your landing pages: on every landing page you have, and every one you make.
  • Another website or app: add the site's address, then paste The code before its closing </body> tag.

To take it down, press Switch it off everywhere.

Good to know

If your account runs out of credits, it takes messages instead, so nobody is left unanswered.

What happens when someone leaves their details: When someone chats with your assistant.

Next in Your websiteWhen someone chats with your assistant