Publishing & Sharing
This section covers going live, sharing your agent, and what visitors experience.
Publishing Your Agent
When you're ready to go live, click Publish in the top bar. A confirmation dialog appears showing:
A readiness prompt if your score is low or hasn't been checked.
A confirmation to promote your draft to the live version.
What happens when you publish:
The current draft becomes the published (live) version.
A new draft is created as a copy, so you can continue editing without affecting the live agent.
Visitors will immediately see the newly published version.
Unpublishing
To take an agent offline, open the utility menu (three dots) and select Unpublish. This removes the published version entirely -- visitors will no longer be able to access the agent.
Sharing & Embedding
Once published, click Share in the top bar to access sharing options:
Share URL -- A direct link to your agent's public chat page (
/agent/[id]). Send this to anyone (i.e. sales follow up, early-stage sales conversation).Embed code -- An iframe snippet to embed the agent on your website. Pair this with the Allowed embed domains setting in Security to control where it can appear. This can be used across marketing sites and demo booking forms/pages.
The Visitor Experience
Here's what your visitors see when they interact with your published agent.
Landing Screen
Your logo (if configured).
The heading from your intro screen settings.
Form fields (name/email) if configured. Email is validated for business addresses.
A conversation type toggle (if voice is enabled): "Voice + Text" or "Text only".
The CTA button with your custom label and colors.
A status indicator: green dot with "Voice & chat available now" or "Chat available now".
If the agent is unavailable (paused or daily cap reached), visitors see a red indicator with "Currently unavailable, please try again later."
During the Conversation
Text messages stream in real-time.
Content cards appear inline when the agent recommends a demo, video, or document. These are clickable and open the content directly.
Quick replies appear as tappable suggestions to keep the conversation flowing.
Link cards surface when the agent shares a quick link (pricing, booking page, etc.).
Demo walkthroughs present interactive demos step-by-step within the chat (when available).
Conversation Recap
When enabled (in Interface settings), visitors see a shareable recap after the conversation ends. The recap includes topics discussed, key takeaways, action items, and assets viewed. Visitors can share this with their team for context.
Session Limits
Maximum duration
20 minutes of conversation.
Inactivity timeout
10 minutes of no activity.
Expiry warning
Shown 2 minutes before the session ends.
When a session is about to expire, visitors receive a warning. After expiry, the conversation recap is shown (if enabled).
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