Everything needed to run chat on your clinic's website: installing the widget, how it looks and behaves, routing and triggers, canned responses, and privacy.
Create a widget configuration and copy the snippet onto your website. Visitor data starts flowing as soon as the snippet is live. Copy for AI assistant produces an integration brief with your live configuration that you can paste into an AI coding assistant; it never includes secrets.
Run more than one widget from a single clinic, for example a separate one per website or brand. Use the widget switcher at the top to pick which one you are editing, New widget to add another, Rename to label them, and Archive to take one out of service without deleting it. Each widget has its own snippet, origins, appearance and keys.
When your website identifies a signed-in patient, your website integration uses the private signing secret shown here. Required mode rejects unverified identification, which is the recommended setting for healthcare.
Pick a ready-made style template or customize colors, theme, launcher and position with a live preview. Selection menus explain the effect of each theme, position, launcher, identity, and routing choice. An unmodified template stays linked, so improvements to it apply automatically; the moment you change anything, the style becomes your clinic's own copy and the badge switches from system template to customized. When you publish, the new look, title and welcome text apply in real time to visitors already on your site, with no page refresh.
The Behavior tab includes a toggle that asks every visitor to confirm their name, phone, and email after the first message of each new conversation, with known details prefilled. It keeps your CRM current even for returning visitors; the collected details appear on the contact record and its timeline. It is on by default and can be turned off per widget.
Proactive rules that open chat on the right pages, and reusable replies for your team. The starter library adds a curated set of common replies with one click; added responses become your clinic's own copies that you can edit, regroup or delete. The library shows each response's category and lets you reorder them manually, or restore a suggested order grouped by category.
Data subject request tools: export everything stored about one visitor as a file, or permanently erase their profile, sessions, events, and transcripts. Both actions are recorded in the audit trail, and erasure asks for confirmation because it cannot be undone.