How do I publish an agent and share it with customers?

Draft and published

Every agent is either a “Draft” or “Published”. New agents, agents added from templates and copies made with “Duplicate agent” start as drafts. The store agent created automatically when you connect your store starts published, as its first version (v1).

Drafts aren't open to visitors: the public link, the chat embedded on your site and the store agent don't work. Only members of your workspace can open a draft's link; you can also try a draft with “Preview”.

On a published agent, what you work on in the editor is the draft; visitors see the last published version. “Save” saves your change to the draft only and an “Unpublished changes” badge appears in the header; the change reaches visitors when you click “Publish”.

“Unpublish” turns the agent back into a draft and stops all of these; you are asked to confirm first. The button is in the menu of the arrow next to “Publish” in the editor header, and at the bottom of the “Versions” window (opened from the three-dot menu).

Trying and publishing

1. Click “Preview” in the editor. The agent is saved and the draft opens fresh in a new tab.
2. Go through the agent from start to finish like a visitor; check different languages and devices.
3. If you spot a problem, go back to the editor and fix it. It's best to clear the canvas warnings (“Problems in {n} steps”) before you publish.
4. When it's ready, click “Publish” at the top right of the editor. In the window that opens you can add a “Version note” (for example Fixed the price question; up to 500 characters); the note shows in the “Versions” list.
5. Confirm. The agent is saved first, then the saved draft goes live as a new numbered version (v1, v2, …). If the draft is the same as the live version, no new version is created.

On the “Agents” page you can also publish a draft from the row's three-dot menu with “Publish”; this publishes the agent as it was last saved.

The first time you publish an agent, a window opens with its link and the code for adding it to your website. This window doesn't appear in workspaces with a connected store.

The preview shows the draft and doesn't change the published agent, so on a published agent you can try even a big change before visitors see it. “Sub-flow” steps in a preview run with those agents' live versions.

Versions and going back to an earlier one

“Versions”, opened from the three-dot menu at the top right of the editor, lists all of the agent's versions: the number, who published it and when, and the version note. The version visitors see right now is marked “Live”; if the agent is unpublished, the last published version is marked “Last published”. Each version has:

• “What changed”: compares the version with the one before it, showing added, changed and removed steps and other changes (start step, agent language, translations, avatar, appearance, evaluation, step positions on the canvas).
• “Make live”: for rolling back. New visitors see that version; your draft doesn't change. On an unpublished agent it also publishes the agent again with this version.
• “Load into draft”: the version's content replaces the draft; unsaved and unpublished changes are lost. The live version doesn't change; click “Publish” afterwards to show it to visitors.

If the draft has unpublished changes, a box at the top of the window says so: “What changed” shows how it differs from the live version, and “Discard changes” takes the draft back to the live version.

A version holds the flow's steps, start step, main language, translations, avatar, appearance, evaluation and sentiment analysis setting. The agent's name, description and icon and the “Measurement settings” aren't part of a version; they take effect as soon as you save.

When you publish a new version or make an earlier one live, conversations already under way finish on the version they started with; new visitors get the new version.

Publishing, “Make live”, “Load into draft”, “Discard changes” and “Unpublish” are open to the Owner and Admins; everyone can see the versions and what changed. Publishes and rollbacks also show up in the audit log as “New agent version published” and “Agent's live version changed”.

The public link

Every agent has a public link. On the “Agents” page, open the three-dot menu in the agent's row and choose “Copy public link”; the link is copied to the clipboard. The link works only for a published agent; on a draft the option is disabled. Put it behind a button on your website, in an email, in a QR code or in a social media post.

• When a visitor opens the link, the conversation starts in the browser with no app needed; the avatar talks and the visitor answers by typing or with the microphone.
• Fix the language with a prefix after the domain: /en/ or /ar/ (for example …/en/<agent id>). Without a prefix, the language is picked in this order: the language the visitor chose before; the browser's language, if it's one of the agent's languages; English, if the agent has it; otherwise the agent's main language. See Languages and translation.
• Add utm tags to tell campaigns apart (for example ?utm_source=instagram&utm_campaign=spring). You see the results on the Analytics tab.

If you unpublish or delete the agent, the link stops working. The link is public, so keep that in mind for agents that handle sensitive information. Agent pages are hidden from search engines.

Adding it to your website

To add the agent to your own website as a button that opens in the corner, choose “Add to website” from the arrow next to “Publish” in the flow editor, or from the three-dot menu in the agent's row on the “Agents” page. This is available on every plan. If the agent is a draft you can still get the code, but the agent shows as closed on your site until you publish the agent.

1. Under “Choose how it appears”, pick “Bottom corner” or “Large window”: “Bottom corner” adds a button that opens a chat box, and “Large window” opens in the middle of the screen.
2. Under “Allow your websites”, type your domain (e.g. example.com) and click “Add”. Both the www and non-www versions are added; for all subdomains, enter *.example.com. Websites are shared by all your agents, so you only add them once.
3. The code appears once you've added at least one website. Click “Copy code” and paste it once in your site template just before the </body> tag. The agent appears on every page, and the conversation continues as the visitor moves between pages.

Where you paste the code depends on what your site is built with. Step-by-step guides: WordPress, Wix, Squarespace, Webflow, Weebly, Joomla, Google Tag Manager.

The agent only opens on the websites you allow; someone who copies the code to another site won't even see the agent button there. If your site has another domain, add that too. You see and remove your websites under “Account” › “Business” › “Your websites” in the menu; on a website you remove, the agent stops opening within half a minute. “Add to website” and removing websites are available only to the Owner and Admins.

If you have a store, the integrations are easier: when you connect a Shopify, WooCommerce or Magento store, the agent is added to the storefront and runs with the store's own agent. On Shopify, for example, you turn the agent on under App embeds in your theme editor, and “Edit the store agent” on the store page opens that agent in the editor.

For details see the store articles: Connecting Shopify, Connecting WooCommerce, Connecting Magento.

Common questions

• Why don't I see my change on the link? You may have saved it but not published it. If the editor header shows an “Unpublished changes” badge, click “Publish”, then refresh the page.
• Why can't visitors open the link? The agent may be a draft. Check the status badge in the editor or the list, and publish the agent with “Publish”.
• How do I go back to an earlier version? Open “Versions” from the three-dot menu and click “Make live” on the version you want. New visitors see that version; your draft stays as it is.
• Does the preview reuse my earlier test? No. Each preview starts a fresh session, so use “Preview” every time you want a clean test.
• Who can publish? The Owner and Admins; only they can unpublish or make an earlier version live too. Support and Observer users can copy a published agent's link and open the preview and the versions, but can't save changes.