Embedding the Chat Widget

Embedding the Chat Widget

Add your AI chat agent to your website with one line of code.

Getting Your Embed Code

1. Go to Chat Widget > select your agent
2. Click the Embed tab
3. Copy the embed code

Basic Embed Code

<script
  src="https://api.site2crm.io/api/public/chat-widget/widget.js"
  data-widget-key="YOUR_WIDGET_KEY"
  async>
</script>

Where to Add It

Add the code just before the closing </body> tag on your website.

WordPress

• Go to Appearance > Theme Editor > footer.php
• Or use a plugin like "Insert Headers and Footers"

Webflow

• Go to Project Settings > Custom Code > Footer Code

Squarespace

• Go to Settings > Advanced > Code Injection > Footer

Wix

• Go to Settings > Custom Code > Add Code to Body (end)

Shopify

• Go to Online Store > Themes > Edit Code > theme.liquid (before </body>)

HTML Site

• Add before the closing </body> tag

Excluding Pages

You may not want the chat widget on every page. Use the data-exclude-paths attribute:

<script
  src="https://api.site2crm.io/api/public/chat-widget/widget.js"
  data-widget-key="YOUR_WIDGET_KEY"
  data-exclude-paths="/login,/signup,/checkout,/admin/*"
  async>
</script>

Pattern examples:

• /login - Exact match for /login page
• /admin/* - Wildcard matches /admin/anything
• /app/*,/dashboard/* - Multiple patterns (comma-separated)

Hiding for Logged-In Users

If you want to hide the widget for authenticated users on your platform:

Option 1: JavaScript

// When user logs in
localStorage.setItem('site2crm_hide_chat', 'true');

// When user logs out
localStorage.removeItem('site2crm_hide_chat');

Option 2: Cookie

// When user logs in
document.cookie = 'site2crm_hide_chat=true; path=/';

// When user logs out
document.cookie = 'site2crm_hide_chat=; expires=Thu, 01 Jan 1970 00:00:00 GMT; path=/';

The widget checks for both localStorage and cookies.

Testing Your Embed

1. Add the code to your website
2. Clear your browser cache
3. Visit your website
4. Chat bubble should appear
5. Click to open and test a conversation
6. Check that leads appear in your dashboard

Troubleshooting

Widget not appearing?

• Check browser console for errors
• Verify the widget key is correct
• Make sure the script isn't blocked by ad blockers
• Check you're not on an excluded path

Widget appearing where it shouldn't?

• Add the path to data-exclude-paths
• Set localStorage flag for authenticated users