Core options
The first launch should keep the configuration surface small and predictable.
- Assistant ID and site ID
- Theme and position
- Welcome message
- Lead capture mode
- Human handoff destination
- Allowed domains
Configuration
Configure the chat assistant
Review the main options that shape the assistant experience before launch.
Recommended setup order
Set identifiers first, then brand the widget, then test the lead capture path.
Lock down the launch settings.
Finish with the knowledge base guide and privacy notes.