Website bot

Settings → Website bot puts a floating button on your website. A visitor presses it, answers the questions you chose (their name, phone, email, address, or your own), and then either chats with a workflow by typing or calls it from the browser — the same workflow, the same voice, as a phone call. Every conversation appears in Call history as “Website”, with the visitor’s details.

1. 1 Press New website bot. Give it a name, the websites it will be on (one or several — the same bot and code work on all of them), and pick the workflow that answers.
2. 2 Choose what visitors can do: chat and voice, chat only, or voice only. A chat can run its own workflow for chat — typed conversations suit a shorter flow that asks more — or the same one as the call.
3. 3 Switch on the details to ask before the conversation — name, email, phone, address — and add your own questions. Each becomes a {visitor_…} variable in the workflow.
4. 4 Set the button’s position, colour, icon, size and text, and the panel’s title, subtitle and greeting.
5. 5 Press Create, then Copy code and paste the one line into your website, just before </body> (or your site builder’s “custom code” box).

What the visitor typed is there before the first step runs: {visitor_name}, {visitor_email}, {visitor_phone}, {visitor_address}, one {visitor_…} per question you added, {visitor_fields} (all of it as one JSON object) and {call_source} (“website”). When a phone number was asked, it is also the conversation’s {phone_number}, so Get party info and Save to party work for a website visitor like a caller. The designer’s Variables panel lists them under Website visitor.

The simplest chat agent is five steps, and the AI builder writes it for you — in the designer’s prompt box, say “a website chat agent for a dental clinic that answers questions about hours, prices and services and books appointments”. It knows the {visitor_…} variables and the rules below. The HelloCall Agent step is the chat agent; its Templates (the agent library) and Improve with AI work exactly as for a call.

1. 1 Speak — “Hi {visitor_name}, welcome to Sunrise Clinic. How can I help?”
2. 2 HelloCall Agent — the instruction says who it is and what it knows (hours, prices, services, policies); the prompt is {last_answer}; actions such as BOOK_APPOINTMENT and TALK_TO_HUMAN.
3. 3 Speak {reply} — wired back to the HelloCall Agent, so the conversation goes on until the visitor is done.
4. 4 Each action’s line: an Ask for what is missing, then Save to party / Datamold / Notify on email, and a Speak that confirms.
5. 5 End — a polite goodbye; below it, Summarize and Save to party so every chat leaves a lead with the visitor’s phone.

A voice call is paid from your wallet at your plan’s rate, like a phone call, for as long as it is connected. A chat is not a call: it costs no talk time, only the AI tokens its steps use. Each bot has a time limit (ten minutes by default, up to sixty). Pause a bot to stop new conversations without removing the code; delete it and the button disappears from the site.