The Embedded AI Agent delivers a human-quality experience from the moment a prospect lands on your site. It blends conversational intelligence, lead capture, and workflow automation in a single widget you can deploy with one snippet.
Launch-ready in minutes
Configure your agent's persona, appearance, and behaviors in the console, then paste the embed code into any page to go live.
Core Capabilities
- Contextual conversations that remember prior sessions and tailor responses based on visitor behavior.
- On-brand experiences with custom greetings, tone, colors, and even CSS overrides.
- Actionable outcomes such as meeting scheduling, email follow-up, CRM updates, and task creation.
Deployment Options
| Scenario | Recommended Setup | Outcome |
|---|---|---|
| High-traffic marketing site | Auto-greet with timer and lead capture prompts | Maximize conversions without forms |
| Product demo page | Manual launch with product-focused opening questions | Guide visitors through feature discovery |
| Existing customer portal | Context-aware agent linked to account data | Provide support, updates, and next steps |
Conversational Intelligence
Adaptive Dialogue
The agent detects intent signals (scroll depth, time on page, referrer) to tailor outreach. It switches between educational, consultative, or transactional tones automatically.
Memory & Context
Conversations persist across sessions. Returning visitors are greeted by name, and prior preferences inform follow-up prompts.
Knowledge Coverage
Connect product docs, pricing decks, and FAQs to give the agent instant access to reliable answers. It cites source material when responding to complex questions.
Lead Capture Workflows
- Offer inline forms only when visitors signal intent, keeping the experience conversational.
- Collect structured data (company, role, timeline) while keeping the dialogue natural.
- Auto-sync captured leads to your CRM with conversation transcripts, sentiment analysis, and recommended next steps.
Real-Time Actioning
- Scheduling: Check team availability, book meetings, and send invitations instantly.
- Automation hooks: Trigger webhooks, update lifecycle stages, or open tickets while the chat continues.
- Escalation: Hand off to humans via live chat, voice, or email when conversations require white-glove attention.
Configure Your Agent
Define the Persona
Set the agent name, greeting, personality traits, and guardrails so interactions always reflect your brand voice.
Design the Widget
Match fonts, colors, icons, and placement with your site. Add background gradients or custom CSS for a fully branded feel.
Choose Behaviors
Select auto-start or click-to-open, configure idle timers, and decide when to prompt for leads versus offering resources.
Embed and Test
Paste the generated script into your site, verify load performance, and run sample conversations across devices.
Monitor & Optimize
Review transcripts, conversion metrics, and customer feedback to refine prompts, knowledge bases, and handoff rules.
Value at a Glance
Why teams deploy the Embedded AI Agent
24/7 availability, consistent messaging, and scalable personalization drive 3-5x more qualified leads compared to static forms.
- Always On: Engage prospects around the clock without adding headcount.
- Effortless Scale: Handle unlimited concurrent conversations with no performance drops.
- Consistent Brand Voice: Deliver approved messaging and tone every time.
- Actionable Insights: Discover trending questions, friction points, and intent signals to inform marketing and product strategy.
- Lower Costs: Reduce reliance on live chat staffing by automating routine exchanges.
Featured Use Cases
- Sales Qualification that books discovery calls automatically.
- Product Education that delivers walkthroughs and follow-up resources.
- Customer Support for FAQs, troubleshooting, and escalation triage.
- Event Promotion with instant registration and reminders.
- Content Recommendations tailored to visitor behavior and industry.
Ready to expand the experience inside client portals? Explore the Customer Portal guide next.