Set up the widget
Configure the agent
Set the following options:
- Greeting message — the first message visitors see when the widget opens
- Tone — professional, friendly, or technical (affects how the agent communicates)
- Allowed domains — list of domains where the widget can load (e.g.,
youragency.com,www.youragency.com)
Embed code
The embed snippet looks like this:publicKey identifies your account and loads your widget configuration (greeting, tone, allowed domains). No API key is exposed in client-side code.
Domain allowlist
For security, the widget only loads on domains you explicitly allow. If a page tries to load the widget from an unauthorized domain, the script silently does nothing. Add domains in Settings → Integrations → Install Web Widget → Allowed Domains. Include all variations your site uses:youragency.comwww.youragency.comstaging.youragency.com(if you want it on staging too)
What the widget does
When a visitor opens the widget:- The agent displays your greeting message
- It asks about the visitor’s project, stack, and timeline
- Based on the conversation, it qualifies the lead as a potential fit
- If qualified, the agent can generate a proposal draft using your rate cards and services
- You receive a notification in Quikly with the lead session details
- You review, adjust, and approve — nothing is shared without your explicit OK
Plan availability
| Plan | Widgets | Conversations |
|---|---|---|
| Starter | 1 widget | 10 per month |
| Professional | 1 widget | Unlimited |
| Agency | Up to 3 widgets | Unlimited |
| Lifetime | 1 widget | Unlimited |
Customization
From the widget settings page, you can configure:| Setting | Description |
|---|---|
| Greeting message | The opening message the agent shows to visitors |
| Tone | Communication style: professional, friendly, or technical |
| Allowed domains | Domains where the widget is permitted to load |
| Language | Primary language for the agent (English or Spanish) |
Troubleshooting
Widget does not appear on my site
Widget does not appear on my site
- Verify the domain is in your allowed domains list (including
wwwif applicable) - Check that the script is placed before
</body>and loads without console errors - Confirm your
publicKeyis correct by comparing it with Settings → Integrations
Widget loads but agent does not respond
Widget loads but agent does not respond
- Check your Quikly subscription is active
- Verify you have remaining widget conversations for the month (Starter plan: 10/month)
- Look for network errors in the browser developer console
Agent gives irrelevant answers about my services
Agent gives irrelevant answers about my services
The agent pulls context from your Quikly profile. Go to My Profile and make sure your company description, services, skills, and rate cards are filled in. The more context it has, the better it qualifies leads.