Widgets · 1 min read
Create a widget
Name a widget, then work through its behaviour, appearance and deployment settings.
Creating a widget takes one field: a name. Everything else is configured afterward in the widget’s settings panel.
Creating a widget
Section titled “Creating a widget”- Open Widgets in the sidebar.
- Click to create a new widget.
- Give it a name.
You can configure everything else — behavior, appearance, and deployment — once the widget exists.
The widget is billed to your billing group, so its conversations count toward your group’s spend and your group’s admin approves taking it live. An admin can move it to another group later. See Widgets and cost.
The settings panel
Section titled “The settings panel”- Behavior — instructions, model, web search, one attachable tool, knowledge, and data retention.
- Appearance — welcome message, suggested questions, colors, corner radius, and layout.
- Embed and deploy — the floating-button and embedded-window snippets, and the Live/Draft toggle.
- Widget insights — how the widget is being used, and the questions visitors have asked it.
Trying the widget while you edit
Section titled “Trying the widget while you edit”A preview sits beside every page of the settings panel. It is the same chat window visitors get, and you can talk to it. Appearance changes show up in it as you make them, but answers follow the widget’s saved behavior: change the instructions, model, tools, web search or knowledge, and you need to save before the preview answers that way. Click New conversation to start the preview over.
Preview conversations are tests. They don’t appear in widget insights or in your conversation history, and they are deleted after a day. The preview is hidden on narrow screens.
Name and description
Section titled “Name and description”The name is internal — visitors never see it. The description is internal too, useful for telling widgets apart in a long list rather than for anything visitor-facing.
Opening a widget you cannot edit
Section titled “Opening a widget you cannot edit”If you can see a widget but don’t have edit rights on it, opening it shows a compact details view rather than the settings editor: its description, Space, status, model, knowledge, retention and dates, read-only. You get the facts about the widget without a page of controls you can’t use.
Deleting a widget
Section titled “Deleting a widget”Deleting a widget removes it and its embed immediately; any page still carrying its code stops working. Deletion can’t be undone.