User Guide

Getting Started

Add AI-powered live chat to your website in under 5 minutes.

1. Create a Website

Log into the admin dashboard and navigate to Websites. Click Add Website, enter your site name and domain, then save.

Each website gets its own API key, conversations, and settings. You can run multiple websites under a single organization.

2. Copy Your API Key

After creating the website, copy the API key from the website settings panel. It looks like cl_a1b2c3d4....

3. Add the Widget

Paste this snippet before the closing </body> tag on every page where you want the chat widget to appear.

html
<script src="https://your-server.com/static/widget.js"></script>
<script>
  clchat('init', { apiKey: 'YOUR_API_KEY' });
</script>

Script URL

Replace your-server.com with the domain where your ConverseLead instance is hosted.

4. Customize

Back in the admin dashboard, open your website settings to configure:

  • Widget color — match your brand
  • Welcome message — the first message visitors see
  • System prompt — instruct the AI about your product and tone
  • Knowledge base — upload Markdown files so the AI can answer domain questions
  • Escalation emails — who gets notified when a visitor needs a human

5. Test It Out

Open your website and send a message through the chat widget. You should see the AI respond in real time.

You can also use the built-in Widget Demo page in the admin dashboard to test without deploying to your live site.

What's next?

Learn how to manage conversations and claim escalations in the Dashboard & Conversations guide.