Widget Tips & Best Practices

Widget Tips & Best Practices

Your widget agent is only as good as the content it can access and the personality you give it. Here's how to get the most out of it.

Interview Tips for Widget Agents

The 4-question interview shapes your agent's soul. For a website widget, focus your answers on:

1. Identity — "You are the AI assistant for [Company Name]. You help visitors navigate the website and answer questions about [core topic]."
2. Tone — Match your brand. A law firm's agent should sound different from a taco truck's agent. Be specific: "Professional but approachable, never uses slang" or "Casual and fun, uses emojis occasionally."
3. Knowledge scope — List your key URLs explicitly: "Your primary sources are the homepage, pricing page, and FAQ."
4. Boundaries — What should the agent NOT do? "Never quote exact contract terms. Never make promises about delivery dates. Always direct legal questions to the contact page."

URL Strategy

The agent searches URLs you mention during the interview. To maximize accuracy:

• Be specific — list your most important pages by URL
• Cover the basics — homepage, about, pricing, FAQ, contact
• Include product/service pages — the agent can't answer about products it can't find
• Keep pages well-structured — clear headings, concise paragraphs, and up-to-date content help the agent extract better answers
• Update your site, not the agent — that's the whole point. Changed your prices? Update the pricing page. The agent picks it up automatically.

Reading Your Visitor Insights

The widget tracks what visitors ask about — check your Analytics tab to see:

• Top topics — what questions come up most often
• Conversation volume — how many people engage with the widget
• Visitor patterns — peak times, common entry points

Use these insights to improve your website content. If visitors keep asking about return policies and your return page is buried, that's a signal to surface it.

Common Pitfalls

• Too little website content — if your site is mostly images with little text, the agent won't have much to work with. Add descriptive text to key pages.
• Outdated pages — the agent searches live content. If a page says "2024 pricing" but it's 2026, the agent will quote outdated numbers. Keep your site current.
• Overly broad scope — "Answer anything about everything" makes a weak agent. Focus on what visitors actually need help with.
• No conversation starters — visitors often don't know what to ask. Good starters like "What are your prices?" or "How do I get started?" drive engagement.

Updating Your Agent

You rarely need to update the agent itself. But if you want to:

• Change the personality — edit the soul in your admin dashboard
• Adjust the greeting — update it in the Widget tab
• Add new source URLs — mention them in a soul edit (the agent will search them going forward)
• Disable temporarily — toggle the widget off in the Widget tab without losing your config