Helperby Help Support Desk
Step 4 of 5

Install widget

Set the widget appearance, copy the public snippet, place it on your website, then check detection.

Copy install codePublish the customer-facing widget appearance and copy the safe public install snippet.

Production setup journey

Add website → import knowledge → set instructions → install widget → test chat / go live

Each step now follows the real launch sequence: knowledge and instructions come before answer testing.

  1. Add websiteConfirm the public domain visitors will use.Pending
  2. Import knowledgeAdd public pages or a sitemap before testing answers.Pending
  3. Set instructionsTell the assistant how to answer, escalate, and stay on brand.Pending
  4. Install widgetSet appearance, copy the public snippet, and check detection.Pending
  5. Test chat / Go liveRun a safe preview, then confirm launch readiness.Pending

Widget install status

Live detection checks the saved website home page for this widget script and public key, then updates the portal status.

Detection
Checking saved website state…

Use Launch real widget preview to open the actual customer widget here before installing it on your site.

Widget appearance

Customise the installed website widget without scrolling through one long settings sheet. The preview reflects unsaved edits immediately; Save publishes them.

Saved
Saved changes are live after pressing Save.
Widget visibility

Show widget on installed website

Turn this off to hide/disable the widget without deleting the account, settings, key, or knowledge base.

Brand and launcherCore controls most customers need.
PresentationReusable polish controls for customer widgets.
Greeting and quick promptsOpening messages and visitor shortcuts.
Attention bubble rotationOptional launcher bubble messages, timing, and animation.
URL-specific bubble messagesShow different bubbles, greetings, and chips on matching pages.

Optional: use /pricing, /support*, or a full URL. First matching rule wins. Use the Preview URL field to test a rule before saving.

Rule 1

Rule 2

Rule 3

Advanced account, privacy and legal controlsTheme preset, identity adapter, AI notice, privacy and terms links.

Relative links such as /privacy-policy open on the client website where the widget is installed; full URLs can point anywhere the merchant chooses.

Install widget

Copy the snippet after the assistant and widget preview look right. Optional page context can be passed with data-context-logged-in="true", data-context-customer-type="trade", or window.HelpSupportDeskWidgetContext = { loggedIn: true, customerType: 'trade' } before the widget script loads.

Next: test chat