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Widget setup

Install an AI-powered chat widget on your website to capture leads and answer client questions.

Written by Sarah Chen
Updated over a week ago

The widget is an embeddable chat assistant that lives on your website. It uses AI trained on your business content to answer visitor questions, capture contact information, and route conversations to your team. You can create multiple widgets, each with its own branding and knowledge base.

Creating a widget

Open Settings and select Widget from the sidebar. To create your first widget, enter your website domain and Exayard automatically pulls your brand colors, logo, and company name. It also begins crawling your site to build the AI's knowledge base.

To create additional widgets, open the widget name dropdown at the top and click New widget. You can rename or delete any widget from the Manage widget submenu in the same dropdown.

Appearance

Expand the Appearance section to customize how the widget looks on your site. A live preview on the right updates as you make changes, and you can toggle between desktop and mobile views.

Setting

What it controls

Logo

Image shown in the widget header

Company name

Text shown in the widget header

Primary color

Background color for buttons and accents

Foreground color

Text color on primary-colored elements

Theme

Color scheme: System, Light, or Dark

Button text

Label on the floating launch button (choose a preset, write custom text, or hide it)

Launch behavior

How the widget appears on page load, configured separately for desktop and mobile: Show button, Open immediately, Open after 30s, or Hidden

Spacing

Horizontal and vertical distance from the page edge in pixels

Position

Placement on the page (nine-point grid from top-left to bottom-right)

Custom button text is automatically translated into all supported languages. Click the translations icon to review or edit individual translations.

Knowledge

The Knowledge section controls what your AI knows about your business. There are two ways to add content.

Click Add website to crawl an entire domain. Exayard follows links across the site and indexes page content for the AI to reference. You can configure the crawl limit (maximum pages) and crawl depth (how many links deep to follow) in the advanced settings. Click any indexed website to view its pages, inspect individual URLs, exclude pages, or re-crawl.

Click Add page to index a single URL without crawling the full site. This is useful for specific landing pages or external resources. Product catalog and pricing knowledge is managed separately in estimator settings, with a link provided in the knowledge section.

Services

Expand the Services section to define the types of work visitors can request through the widget. Type a service name in the input field and press Enter to add it. Drag services to reorder them, click a name to rename it inline, or delete services you no longer offer.

Installation

The installation card at the top of the widget settings shows your embed code with platform-specific instructions. Select your platform -- HTML, WordPress, Wix, Squarespace, or Shopify -- and follow the steps shown. For WordPress, install the Exayard plugin and paste your widget key in Settings > Exayard. For other platforms, copy the code snippet and add it to your site's HTML before the closing </body> tag. Once installed, the card displays your domain with an Installed badge.

Integrations

The Integrations section connects your widget to external platforms so conversations and leads reach your team in real time. Supported platforms include Slack, Microsoft Teams, WhatsApp, Telegram, Calendly, and Cal.com. Each integration forwards widget conversations to a channel or group you choose. Scheduling integrations let visitors book meetings directly from the chat. See the integrations article for detailed setup instructions.

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