Deploy an AI chat agent on your website

Add a Centerfy chat widget to your website to engage visitors, qualify leads, and book appointments automatically.

A chat agent appears as a widget on your website and engages visitors automatically. It answers questions from your knowledge base, qualifies leads, collects contact info, and books appointments — all without human involvement.

What a chat agent does

  • Engages visitors with a configurable welcome message
  • Answers questions using your linked knowledge base
  • Qualifies leads with custom questions
  • Books appointments using available calendar slots
  • Tags contacts and adds CRM notes based on conversation outcomes
  • Sends follow-up SMS after the visitor leaves

Create a chat agent

  1. Open AI Agents

    Navigate to AI Agents in the sidebar.

  2. Create agent

    Click Create Agent and select Chat.

  3. Configure the widget

    Use the Agent Builder tabs to set up appearance, prompt, tools, and knowledge base.

  4. Copy the embed script

    In the Agent Settings tab, copy the embed script under Widget Embed Code.

  5. Add to your website

    Paste the script tag before the closing </body> tag on every page where you want the widget.

  6. Test

    Use the preview panel in the Agent Builder to interact with the widget before it goes live.

Sidebar with AI Agents highlighted

Create Agent button at top right

Widget settings

  • Name and avatar: Set the display name and avatar shown in the widget header
  • Welcome message: The first message visitors see when the widget loads
  • System prompt: Define the agent’s role, tone, qualification questions, and booking behavior. Use the AI Prompt Generator on the Global Prompt for a starting draft.

Embed on different platforms

  • WordPress: Use a plugin like Insert Headers and Footers to add the script to your footer
  • Webflow: Go to Project Settings > Custom Code and paste in the Footer Code field
  • Custom HTML: Paste the script directly before </body>

Tools available to chat agents

Enable tools in the Tools & Abilities tab:

  • Book Appointment: Check calendar and book meetings in the conversation
  • Add Contact Tag: Tag contacts based on qualification or conversation outcome
  • Send Follow-up SMS: Send a text after the chat (e.g., booking confirmation or resource link)
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