Check platform permissions before installation
Custom-code access depends on the current Site or Workspace entitlements and the person permissions.
Use an account authorised to make the change and keep a way to revert it. Platform labels and plan rules can change, so check the linked documentation if the described setting is unavailable.
Setup steps
Installation displays the assistant. It does not automatically make every answer complete or accurate. Train and test the business knowledge separately.
- Create the business workspace and add approved information.
- Approve the exact production hostname and any separate staging hostname in widget settings.
- Copy the embed snippet shown for your business; do not reuse another tenant snippet.
- Use the appropriate site-wide footer custom-code area for the copied snippet when available. Save and publish the intended domain. Check the current plan rather than assuming an editor preview grants production script access.
- Publish only after the staging or preview test, then inspect the real visitor experience.
Verify the public page and the saved enquiry
Test both the custom domain and any approved staging hostname. Inspect mobile menus and fixed controls for collisions. If the published script is missing, confirm the publish destination and account permission before changing the widget configuration.
Ask a known question, an unsupported question and a voluntary contact request. Inspect the enquiry in the correct workspace. Confirm the requested callback and any appointment preference remain unconfirmed until staff responds.
Troubleshoot the specific failure
If nothing appears, check that the snippet exists on the published page, the approved hostname matches and there is not a second copy of the loader. Inspect browser errors without sharing account secrets. Check site security policy and cache settings through the administrator responsible for them.
If the widget opens but a reply fails, separate a loader issue from business knowledge, token or service availability. Keep the public form or telephone route available while you diagnose. Avoid changing several configuration settings at once because it becomes harder to identify the cause.