Create and configure the chatbot.
- 01
Register your website
As an owner or administrator, open Settings → Integrations → Website chatbot. Create a chatbot and register each exact HTTPS origin, including www when used. Origins contain no page paths.
- 02
Choose content and display rules
Set the title, greeting, contact and consent wording. Choose automatic opening, device visibility and excluded page paths under Display.
- 03
Publish your appearance
Under Appearance, select a saved style or create one. Import logo/color suggestions or edit manually, save the draft, review the real-widget preview and Publish style. Choose it as the default if desired.
- 04
Connect workflows
For AI conversations, choose a published website-compatible conversation workflow. For contact capture, publish a Chatbot contact submitted workflow with Create / update lead and the standard event.payload mappings.
Paste the generated script before </body>.
Copy the exact snippet from Install in your CRM environment. This example uses the production API origin. The public key identifies the chatbot; no API secret, access token or user identity belongs in this snippet.
<script async src="https://crm-api.peopletide.com/api/v1/public/web-forms/chatbot.js" data-public-key="YOUR_PUBLIC_KEY"></script>Verify as a visitor.
- Open an allowed page in a fresh browser tab and check the launcher and configured greeting delay.
- Try an excluded page and a narrow mobile viewport.
- Send a controlled enquiry with consent and check Captured enquiries and the workflow result. A submission receipt alone does not create a CRM lead.
- Default spam protection works automatically; optional Turnstile loads when verification is needed.
- A visitor closing or completing the widget suppresses automatic reopening for that tab session; the launcher still opens it manually.
