Turn your website into a 24/7 sales machine with AI-powered video conversations.
What is an Embedded Agent?
An Embedded Agent is an AI-powered video avatar that lives on your website. When visitors arrive, your Embedded Agent engages them in real-time conversation — qualifying leads, answering questions, and capturing information — all without human intervention.
Think of it as your always-on AI SDR (Sales Development Representative) that never sleeps, never takes breaks, and handles unlimited conversations simultaneously.
Key capabilities:
- Real-time video AI conversations
- Lead qualification through natural dialogue
- Automatic lead capture and CRM sync
- Demo booking integration
- 24/7 availability on any webpage
Who Should Use Embedded Agents?
Embedded Agents are perfect for:
| Use Case | How It Helps |
|---|---|
| Lead Generation | Engage website visitors instantly, qualify them through conversation, and capture their information |
| Product Questions | Answer common questions about your product without requiring live support |
| Demo Booking | Guide qualified visitors to book demos with your sales team |
| After-Hours Coverage | Capture leads when your team is offline — nights, weekends, holidays |
| High-Traffic Pages | Handle unlimited simultaneous conversations on landing pages |
Before You Start
Make sure you have:
- An OnboardFi account with an active subscription
- A site created in your OnboardFi dashboard
- Access to add scripts to your website (or your developer's contact info)
- Your brand colors and messaging ready
Time to complete: 10-15 minutes
Step 1: Create Your Embedded Agent
Navigate to Embedded Agents
- Log in to your OnboardFi dashboard
- Select your site from the sidebar
- Click "Agents" in the navigation
- Click "Create Agent" and select "Embedded Agent"
Fill in the Basics
| Field | What to Enter |
|---|---|
| Agent Name | A name for internal reference (e.g., "Homepage AI SDR") |
| Description | Brief description of this agent's purpose |
Choose Your Avatar
Select from our library of professional AI avatars. Each avatar has a unique appearance and speaking style. Pick one that matches your brand personality:
- Ruby — Professional and approachable
- Carter — Confident and direct
- James — Friendly and casual
- Anna — Warm and empathetic
- Gloria — Energetic and enthusiastic
Pro tip: Your avatar is the face of your brand to website visitors. Choose one that aligns with your company culture.
Configure the Widget Appearance
| Setting | Description |
|---|---|
| Primary Color | Your brand color for the widget button and accents |
| Position | Where the widget appears: bottom-right, bottom-left, top-right, or top-left |
Click "Create Agent" to continue to configuration.
Step 2: Configure Your Agent's Behavior
After creation, you'll land on your agent's configuration page with several tabs.
Info Tab — Personality & Purpose
This is where you define how your agent communicates.
System Prompt
Write instructions for your AI agent. Be specific about:
- Your company and what you do
- The types of visitors to expect
- Key information to gather
- Tone and communication style
Example system prompt:
You are an AI assistant for Acme Software, a project management tool for remote teams.
Your goals:
1. Welcome visitors warmly
2. Understand their team size and current challenges
3. Explain how Acme solves common project management problems
4. Capture their email if they're interested in learning more
5. Offer to book a demo with our team
Communication style:
- Be conversational and friendly, not salesy
- Ask one question at a time
- Listen actively and respond to what they share
- Keep responses concise (2-3 sentences)Custom Greeting
Set the first words your agent speaks when a visitor starts a conversation.
Example: "Hi there! I'm Alex from Acme. What brings you to our site today?"
Widget Tab — Appearance
Fine-tune how your widget looks and behaves:
| Setting | Purpose |
|---|---|
| Widget Type | bottom-right (floating) or middle-center (prominent) |
| Greeting Message | Text shown on the chat bubble before visitors click |
| CTA Text | Button text (e.g., "Book a demo", "Chat with us") |
| Gradient | Enable gradient backgrounds for the widget |
AI SDR Tab — Sales Intelligence
Enable AI SDR mode for intelligent lead qualification:
| Setting | Options |
|---|---|
| Primary Objective | Lead Capture, Qualification, Demo Booking, or Custom |
| Aggressiveness | Low (conversational), Medium (balanced), High (direct) |
Tools Tab — Lead Capture
Configure what information your agent collects:
| Tool | Description |
|---|---|
| Lead Capture | Enable form-based lead capture |
| Demo Booking | Show a "Book Demo" button during conversation |
| Demo URL | Where to redirect visitors who want a demo |
Knowledge Tab — Train Your Agent
Upload documents to give your agent product knowledge:
Supported formats:
- PDF, TXT, DOCX
- PNG, JPG (product screenshots)
- PPTX (slide decks)
- CSV, XLSX (pricing, feature lists)
- URLs (web pages)
Your agent will reference this knowledge when answering visitor questions.
Step 3: Deploy to Your Website
Get Your Embed Code
- Click the "Embed" tab
- Copy the embed code snippet
The code looks like this:
<!-- OnboardFi Embedded AI Agent -->
<script
src="https://app.onboardfi.com/embed/widget.js"
data-agent-id="your-agent-id"
data-position="bottom-right"
data-primary-color="#6558FF"
data-size="medium"
defer
></script>
<!-- End OnboardFi Embedded AI Agent -->Add to Your Website
For most websites:
Paste the code just before the closing </body> tag on any page where you want the agent to appear.
For popular platforms:
| Platform | Where to Add |
|---|---|
| WordPress | Appearance > Theme Editor > footer.php, or use a plugin like "Insert Headers and Footers" |
| Webflow | Project Settings > Custom Code > Footer Code |
| Shopify | Online Store > Themes > Edit Code > theme.liquid |
| Squarespace | Settings > Advanced > Code Injection > Footer |
| Wix | Settings > Tracking & Analytics > Add Custom Code |
| Next.js | Add to _document.js or use the Script component |
Test Your Installation
- Visit your website in an incognito/private browser window
- Look for the chat widget in your configured position
- Click to start a conversation
- Verify your greeting and avatar appear correctly
Troubleshooting: If the widget doesn't appear, check your browser console for errors. Common issues include ad blockers or script conflicts.
Step 4: Review and Optimize
Monitor Sessions
View all visitor conversations in the Sessions tab:
- See conversation transcripts
- Review lead information captured
- Track qualification status
- Identify common questions
Analyze Performance
Key metrics to track:
| Metric | What It Tells You |
|---|---|
| Engagement Rate | % of visitors who start conversations |
| Qualification Rate | % of conversations that result in qualified leads |
| Lead Capture Rate | % of qualified leads who share contact info |
| Average Session Duration | How long visitors engage |
Iterate and Improve
Based on your data:
- Update your system prompt if visitors ask questions your agent can't answer
- Add knowledge documents to cover product gaps
- Adjust aggressiveness based on qualification results
- Test different greetings to improve engagement
Best Practices
Do's
- Be specific in your system prompt — The more context you give, the better your agent performs
- Keep responses conversational — This is a dialogue, not a sales pitch
- Qualify before capturing — Build rapport before asking for contact info
- Monitor early conversations — Review transcripts to identify improvement opportunities
- Test on mobile — Many visitors will interact from phones
Don'ts
- Don't over-promise — Your agent should only claim what your product actually does
- Don't ask too many questions upfront — Let conversation flow naturally
- Don't ignore the knowledge base — Upload relevant docs so your agent has accurate information
- Don't set and forget — Regular optimization improves results
What's Next?
Once your Embedded Agent is capturing leads, consider:
- Set up lead-to-demo workflows — Automatically route qualified leads to personalized demos
- Connect integrations — Sync leads to HubSpot, Slack, or your CRM
- Create multiple agents — Different agents for different pages or use cases
- Enable handoff — Pass qualified leads to Standard Agents for deeper demos
Related Guides
- How to Set Up Your Standard Agent — Create voice-guided product demos and interactive tutorials
- How to Set Up Your Project Agent — Build custom AI agents for customer onboarding portals
Ready to deploy your AI SDR? Log in to your dashboard to get started, or contact our team for setup assistance.