How It Works

  1. Create a Web Widget
    • Go to Web Widgets under the client account
    • Click Create Widget
    • Configure:
      • Widget Name
      • Branding (logo, colors, welcome message)
      • Call-to-action text
  2. Deploy the Widget
    • Copy the embed code
    • Paste it into your website, landing page, or funnel builder
    • Once live, visitors will see a “Click to Call” or “Talk to Assistant” button
  3. Start the Conversation
    • When a visitor clicks the widget, a voice call is initiated with your AI Agent
    • The agent engages, asks qualifying questions, and guides the caller based on your configured prompt
  4. After the Call
    • AI uses #Extract_Info to collect details like name, email, and interest level
    • Creates or updates leads in your CRM
    • Uses #Book_Calendar to schedule appointments
    • Stores full call log, summary, and transcript in the Call History tab.

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Benefits

  • No phone number required — web-based calling
  • Converts passive website traffic into qualified leads
  • Works great with landing pages, offer pages, and ad funnels
  • Available 24/7 with no human involvement

The widget must be deployed in a client-owned website or page

Use different widgets for different use cases (sales, support, booking)

Ensure the agent has appropriate actions set up (e.g., #Extract_Info, #Book_Calendar, #Send_Post_Call_Event)