Set up and deploy
-
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.

- Customize the chatbot. See Configuration options.
-
Click Deploy, then Reveal API Key, and paste the snippet into your websiteβs
<body>: - 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.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 thedata-theme attribute. Encode it with btoa(JSON.stringify(theme)) in a browser console. Omitted fields use IrisAgent defaults.
Launcher button (button)
Proactive message (tooltip)
Chat window (chatWindow)
Message input (chatWindow.textInput)
Messages (chatWindow.userMessage, chatWindow.botMessage)
Footer (chatWindow.footer)
Other sections
Full example
theme.json