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The IrisAgent chatbot answers support questions on any website. You can match it to your brand (colors, logo, welcome message) and see every conversation in IrisAgent.

Set up and deploy

  1. Go to AI Products β†’ Chatbot and click Configure and deploy. The default configuration opens. Use the configuration selector to switch, or New configuration to add one. IrisAgent chatbot configure page
  2. Customize the chatbot. See Configuration options.
  3. Click Deploy, then Reveal API Key, and paste the snippet into your website’s <body>:
  4. Conversations appear under Activity β†’ Conversations.

Configuration options

Configure the chatbot in two ways:
  • Configuration editor (recommended): no code needed.
  • Embed snippet (advanced): pass a full theme with data-theme. See Advanced theming.

Settings in the configuration editor

The editor has Instructions, Behavior, Appearance, Handoff, Localization, and Advanced tabs.
Only set a Product if your articles have a matching product ID (under Settings β†’ Article Product Classifier). Otherwise chats may return no answer. See Product Segmentation.

Handoff options

  • Open a support ticket needs a ticketing or CRM data source connected first. If you signed up with a website link only, connect one such as Salesforce.
  • Start a live chat with Live chat destination set to IrisAgent inbox: your team replies from the dashboard. Escalated chats appear in the Waiting queue in Conversations. See Live chat.
  • Start a live chat to Salesforce: visitors stay in the widget while agents reply in Salesforce. First set up an Enhanced Chat custom client deployment. See Salesforce Live Chat Handoff.
  • Start a live chat for Zendesk Messaging webhook deployments: optionally enter Zendesk ticket tags. On escalation, IrisAgent adds the tags and passes Switchboard control to Zendesk Agent Workspace. See Chatbot Automation on Zendesk Messaging.

Advanced theming

Pass a Base64-encoded theme JSON in the data-theme attribute. Encode it with btoa(JSON.stringify(theme)) in a browser console. Omitted fields use IrisAgent defaults.
The theme has these optional top-level sections:

Launcher button (button)

Proactive message (tooltip)

Chat window (chatWindow)

Message input (chatWindow.textInput)

Messages (chatWindow.userMessage, chatWindow.botMessage)

Other sections

Full example

theme.json