> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Web Chat (Beta) – How It Works + Installation Guide

## Overview

LeadTruffle’s **Web Chat** is currently in beta (as of February 2026). It gives you a traditional website chat experience powered by your AI Lead Qualifier.

Unlike Website Texting (SMS-first), Web Chat keeps the conversation directly on your website.

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It’s ideal if you want:

* A native website chat experience
* AI-powered qualification
* Optional appointment booking
* Email follow-ups (if captured)

## How Web Chat Works

## 1. The Widget Experience

The Web Chat widget:

* Appears as a chat popup (similar to Website Texting)
* Typically positioned in the bottom-right corner
* Starts with a welcome message (customizable)

Once a visitor clicks the widget:

* They enter required contact info
* Then the AI conversation begins

## 2. What Information Gets Captured

By default, Web Chat can capture:

* Name
* Email
* Phone number
* Address (optional)

You can customize which fields are required.

## Why We Capture This First

* If a lead drops off mid-conversation, you don’t lose them
* Email allows follow-up automation
* Phone gives your team direct contact ability

⚠️ Important:

Web Chat does **not** trigger SMS follow-ups automatically (SMS compliance does not apply to this widget).

However, email follow-ups can be triggered if email is collected.

## 3. AI Conversation Flow

After submitting contact info:

* The visitor enters a live chat experience
* The AI responds using your configured AI Agent settings
* It asks clarifying questions
* It moves the lead through your qualification funnel

This uses the **same AI configuration** as your Website Texting AI.

To edit it:

1. Go to **AI Agent**
2. Adjust instructions, company description, or qualification flow
3. Run a demo chat to test responses

## 4. Booking Appointments Through Web Chat

If booking is enabled:

1. Go to **AI Agent**
2. Toggle **Booking On**

When a lead asks for availability:

* The AI presents available times
* The lead selects a time
* They confirm details (day, time, email, notes)
* They click submit to finalize

The appointment is then:

* Booked directly on your connected calendar
* Saved inside LeadTruffle

👉 Current Version Note:

In this version, the lead confirms by clicking submit. Future versions may auto-confirm directly inside chat.

## 5. Managing Web Chat Leads

Inside your dashboard, you can:

* View full conversation history
* See all captured details
* Call the lead (if phone was submitted)
* Take over the conversation manually
* Add notes or update status

You maintain full control at any time.

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# Installing Your Widget

You have two primary widget options in LeadTruffle:

# Web Chat (Beta)

**Best for a traditional website chat experience.**

Installation steps are similar:

1. Copy the Web Chat code snippet
2. Paste into your website’s custom code section
3. Publish your site

The widget will automatically appear on your website.

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## When to Use Each

| Use Case | Recommended Option |
| ---- |
| Want SMS follow-up immediately | Website Texting |
| Prefer traditional website chat | Web Chat |
| Want compliance-based SMS flows | Website Texting |
| Want email-first conversation | Web Chat |

If you have any questions about Web Chat beta or which widget is best for your business, we’re happy to help.

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Need help? Contact us at [[email protected]](/cdn-cgi/l/email-protection#a0d3d5d0d0cfd2d4e0ccc5c1c4d4d2d5c6c6ccc58ec3cfcd) or message the team via the Intercom chat on this article or in-app.