How do I create an onboarding for an AI Widget?

Learn how to set the greeting and the suggestions of your AI widget.

Your AI widget gets its opening greeting and chat suggestions straight from the AI agent you linked up when you created it.

If you want to tweak how it welcomes folks or the helpful prompts it offers to keep chats flowing, you'll need to adjust the agent's behavior settings.

How to create/edit the greeting and suggestions

It's pretty easy, here's how to do it step by step:

  • Head to the "Agents" tab in your dashboard.

  • Click on "My Agents" to see your list.

  • Pick the custom agent that's connected to your widget.

  • Select "Behavior" and scroll down to the "Onboarding" section.

  • Update the greeting message that pops up every time someone starts a chat via the widget on your site, plus the suggestions to guide the conversation along.

Once you've saved those changes, your widget will reflect the new vibe right away, making interactions feel more on-brand and engaging for your visitors.

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