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By the end of this guide you will have a live AI chat widget on your website, a knowledge base your agent can draw on to answer visitor questions, and a customized agent persona ready to capture leads and book demos.
1

Create your workspace

Go to app.clientx.in and sign up for a free account.During onboarding you will choose a workspace slug — a short, URL-friendly identifier for your brand (for example, acme or fullbound). This slug is used as your data-workspace-id in the embed script and appears in your agent’s public URL.
You can find your workspace ID at any time in the dashboard under Settings → General. Both your slug and your full UUID are accepted by the embed script.
2

Add the embed script

Paste the following snippet before the closing </body> tag of every page where you want the widget to appear. Replace your-workspace-slug with the workspace slug you chose in Step 1.
<script
  src="https://clientxserver-production.up.railway.app/widget/clientx-widget.iife.js"
  data-workspace-id="your-workspace-slug"
  data-server-url="https://clientxserver-production.up.railway.app"
  defer
></script>
The script is a self-contained bundle served directly from the ClientX server. It reads your workspace configuration on load and mounts the chat widget into an isolated Shadow DOM element — no additional dependencies or build steps needed.
Need platform-specific instructions for Webflow, Framer, or WordPress? See the Embed Widget guide for step-by-step instructions for each platform.
3

Add knowledge

Your AI agent answers questions using your knowledge base. The more relevant content you add, the more accurate and useful the agent’s responses will be.
  1. Open your dashboard and navigate to Knowledge Base.
  2. Click Add Source and choose one of the following:
    • Website URL — ClientX crawls your site and indexes the content automatically.
    • Document upload — Upload PDF, Markdown, or plain-text files.
    • Manual text — Paste FAQs, product descriptions, or any other copy directly.
  3. Wait for the source to finish indexing (usually under two minutes for most sites).
ClientX splits your content into semantic chunks and builds a searchable index. When a visitor asks a question, the agent retrieves the most relevant chunks and uses them to ground its answer.
4

Customize your agent

Give your agent a name, a welcome message, and a look that matches your brand.
  1. Go to Settings → Widget in your dashboard.
  2. Set the following fields:
FieldDescription
Agent nameShown in the widget header as ” from “
Welcome messageThe first message visitors see when they open the chat
Primary colorHex color used for the send button and CTA elements
CTA buttonLabel and URL for the primary call-to-action (e.g., “Book a demo”)
  1. Use the Widget Preview panel in the dashboard to see your changes live before publishing.

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Next steps

Widget Configuration

Explore every configuration option: suggested questions, proactive messages, embedded forms, and more.

Knowledge Base

Learn how to keep your knowledge base fresh, monitor knowledge gaps, and add structured FAQs.

Calendar Integration

Connect Cal.com or Calendly so your agent can check availability and book demos without leaving the chat.