Chat agent

The chat agent puts a chat window on your website. A visitor writes, and the conversation arrives in the shared inbox and on your phone like any other conversation, with the page they were reading attached. You answer from there.

A site is one website. Most workspaces need one. Each site has its own tag, its own greeting and its own hours, and only the workspace owner can add or remove one.

Installing

Settings → Chat agent → add a site, and copy the tag:

<script src="https://app.agentlyleads.com/api/chat/ck_yourkey/embed.js" async></script>

Paste it just before the closing </body> tag, on every page you want the chat on. On a Next.js site, use next/script instead:

import Script from "next/script";

<Script src="https://app.agentlyleads.com/api/chat/ck_yourkey/embed.js" strategy="lazyOnload" />

Where the tag goes, by platform:

Allowed domains. List the domains the chat may open on. Leave it empty and any site can load it, which is fine while you are testing and worth tightening afterwards.

Content Security Policy. If your site sets one, allow this app's origin in both script-src and connect-src. With only script-src the widget appears and then fails to send anything, which looks like a broken chat rather than a missing header.

The site key. The key in the tag is the only credential the widget carries. Rotate it if it ends up somewhere public: a new key is issued immediately, every page still carrying the old tag stops loading the chat until you paste the new one, and the conversations already recorded stay where they are.

Modes and hours

Team mode is what runs today. A visitor writes, your team is pinged, and whoever picks the conversation up answers as themselves.

AI mode can be selected and is saved, but AI answers arrive with the next release. Until then a site set to AI behaves exactly like Team mode, and the settings page says so.

The wait. After a visitor writes, the chat holds for the number of seconds you set while it waits for a person. Nobody answers in time and it asks for a name and an email or phone instead, so the conversation is still a lead in the morning. Forty-five seconds suits most teams; anything from 15 to 600 is allowed.

Business hours are per weekday, in your workspace timezone, not the visitor's and not the server's. Leave "Open any time" on and the chat always tries for a person. Turn it off and outside those hours the chat goes straight to asking for contact details. "Copy Monday to weekdays" fills Tuesday through Friday from Monday, which is the usual shape.

Escalation

Four switches decide when a conversation is handed to your team:

• The visitor asks for a person — someone types "can I talk to a human".
• The chat runs out of answers — nothing on hand answers the question.
• The visitor looks ready to buy — pricing, a demo, a deadline.
• It is inside business hours — outside your hours nobody is pinged.

All four are on by default.

Answering from the inbox and the phone

A chat conversation is a conversation like any email thread. It shows up in the shared inbox, it can be assigned, tagged, commented on internally, snoozed and closed, and it counts towards your first response target. On the phone it arrives as a notification and opens in the same list.

Reply and the visitor sees your message in the chat window while they are still on the page. Once they have left, whatever they gave you — name, email, phone — is on the record, so the follow-up is an ordinary email.

Take over and hand back

Picking a conversation up takes it over: from that point the visitor is talking to you, not to the widget. Hand it back when you are done and the chat resumes its normal behaviour, including the wait and the contact-details fallback.

What visitors see

A launcher in the corner in your brand colour, the assistant name and avatar you chose, and your greeting when the panel opens. Leave "Tell visitors when they are talking to AI" on — some regions require it, and it costs nothing in Team mode where a person is answering anyway.

Free workspaces carry a small AgentlyLeads badge. On a paid plan you can turn it off.

Pausing. Pause a site and the widget stops opening: the tag can stay on your pages. Delete a site and its tag stops working for good.