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Put this chat on your own website

The button at the bottom right of this page is one line of code. These are the steps to put the same button on your own site. Each step names the screen where it is done.

In AIB

Signed in to your AIB console as the organisation's owner or an administrator.

1. Check the assistant is installed. The AI Concierge and the Knowledge base must be running. On a Box CTAPPS hosts for you, CTAPPS does this. On your own Box, open Setup → This Box → Installed; install them from Catalogue if they are not listed.
2. Name the project and give it your look. Open Setup → Organisation → Projects, add a project (for example proton), and set the name visitors see, the text on the chat button, the line under the chat and your colours. Your logo and default colours are under Setup → Organisation → Look.
3. Give the assistant something to answer from. Write what visitors ask about as articles under Assistant → Knowledge base: models, prices, charging, warranty. To let the assistant book a test drive, add each branch with its opening hours under Conversations → Bookings.
4. Make a website chat key, locked to your site. Open Setup → Channels → Website chat keys. Choose the concierge's web channel, choose the project and give the key a label you will recognise. Under Websites enter your site's address exactly as visitors see it, for example https://www.example.com, and its other spelling too if it has one (https://example.com). Press Make a key.
   Do not leave Websites empty. The line you paste is visible to anyone who opens your page, so anyone can copy it. With your address listed, the Box answers only a visitor on your site: copied onto another website, the button does not work. With Websites empty, it works on any website.
5. Copy the line. The screen shows one line of code, once. Copy it before you press Done. If you lose it, revoke the key and make another.

On your website

6. Paste the line into every page that should show the button, just before </body>. It looks like this:

   <script src="https://your-box-address/ui/ctapps.concierge/assets/widget.js" data-key="chk_…" async></script>

7. If the button does not appear, or appears with no colours, your site probably has a content security policy. Ask whoever looks after the site to allow your AIB's address for scripts, styles and connections.
8. Try it. Open your page, press the button and ask a question. The conversation shows in AIB under Conversations → Inbox.

So a person can take over

Only if your agents work in CTcrm. Without CTcrm, the assistant hands a visitor to the person on duty in the AIB console instead, under Conversations → Inbox. Engage in CTcrm is not needed for this: it only orders a Box that CTAPPS hosts.

9. In CTcrm, connect the Box. As a CTcrm administrator open Setup → Contact centres → Connect a contact centre. Give it a name, choose AIB as the kind, and fill in:
   • Sign-in return addresses: copy it from AIB, Setup → People and access → Sign-in through your provider, where it is called Return address to register with your provider.
   • Panel address: copy it from AIB, Setup → Channels → Conversations inside another product, where it is called The panel's address, to give the other product.
   • Sign-out address: copy it from AIB, on the same sign-in page, where it is called Sign-out address to give your provider. Without it, signing out of CTcrm does not hand chats back.
   Press Create. CTcrm shows a client id, a client secret and a signing secret once; copy each, then press I have copied them.
10. In AIB, enter what CTcrm gave you.
    • Setup → People and access → Sign-in through your provider: the issuer is CTcrm's address exactly as you browse to it, with nothing after it (for example https://ctcrm.ctapps.cloud), then the client id and the client secret. Switch it on and save.
    • Setup → This Box → Installed, the CTcrm connector’s settings: CTcrm's address and the client id. The client secret and the signing secret are typed under Setup → This Box → Provider keys.
    • Setup → Channels → Conversations inside another product: add CTcrm's address, so only CTcrm may show the panel.
11. In CTcrm, check it can see the Box. On the contact centre, Can be reached says yes after Check now, and Events go to shows the Box's address.
12. Give each person a contact centre role. In CTcrm, Setup → Users, set each person's Contact centre role to Agent, Supervisor or Administrator. That is the role they have in AIB when they open the panel.
13. Work the chats. Each chat is a record in CTcrm under Conversations → Interactions. The Contact centre button at the top of CTcrm opens the panel, where an agent takes over a chat the assistant hands over. To keep the words of each chat in CTcrm, leave Keep a copy of written conversations on, under Setup → Organisation.

Revoking the key under Setup → Channels → Website chat keys removes the button from every site using it at once. Nothing else needs to change on the site.