Customize, verify, and publish your Smartbar

Customize the visitor experience

Use the Smartbar editor to set the visible brand, greeting, colors, position, and conversation starters. Keep the initial choices short and centered on the most common visitor intentions.

Connect the right experiences

• Select the Agent that should answer when AI routing is enabled.
• Enable Help Center navigation only after useful public articles are published.
• Configure demo, callback, lead, and handoff workflows before offering them.
• Choose teammates or teams that can receive live conversations.

Verify the website domain

A Smartbar should serve only on websites authorized for that configuration. Add each intended hostname in setup and follow the verification instructions. Preview mode does not replace production-domain verification.

Publish safely

Test the saved configuration in preview, publish it, then test the production website in a new session. Confirm branding, mobile layout, article links, AI answers, action confirmation, and human handoff. If the production behavior is not ready, return to human-first routing while you correct the setup.