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The ClientX widget is an AI-powered chat agent that lives on your website as a floating launcher bar at the bottom of every page. When a visitor clicks it, the widget opens a full chat panel that draws answers directly from your knowledge base — giving each visitor instant, accurate responses without a human in the loop. Behind the scenes, the widget also captures leads, books demos, and proactively engages high-intent visitors before they bounce.

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Key capabilities

AI Q&A from your knowledge base

The widget answers any question a visitor asks by searching your connected knowledge base — docs, URLs, uploaded files, and more. Answers stream in real time and include source citations.

Lead capture

When a visitor shares their email or phone, ClientX captures it as a lead automatically. Leads appear in your dashboard instantly with conversation context attached.

Demo booking

Visitors can book a demo directly inside the widget. ClientX finds available slots from your calendar and confirms the booking — no redirect required.

Proactive engagement (SmartBar)

The SmartBar proactively surfaces a contextual message after a configurable delay — catching high-intent visitors before they leave. On mobile it injects into the launcher placeholder to keep the UI clean.

Conversation history

Returning visitors can resume previous conversations using the caret dropdown in the widget header. The last four sessions are stored locally and displayed with relative timestamps.

File attachments

Visitors can attach images and PDFs directly in the chat. Attachments are uploaded to your server and passed to the AI alongside the message for context-aware responses.

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How the widget works

When a visitor lands on your page, the widget script loads and immediately opens a real-time connection to the ClientX server. The server fetches your workspace configuration — including branding, CTAs, SmartBar settings, and suggested questions — and delivers it to the widget before the first interaction. From there, every message the visitor sends is streamed back as a response from your AI agent, which searches your knowledge base in real time. The entire conversation is stored server-side so you can review it in the Conversations dashboard. 
Visitor types a message
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Widget sends message to ClientX server
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Server searches knowledge base + runs AI
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Server streams response back token by token
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Widget renders streamed text in real time
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Server delivers CTAs + follow-up suggestions
Suggested questions can be generated automatically by the AI based on the visible page content — the widget scrapes headings, paragraphs, and meta descriptions and sends them to the ClientX server. In manual mode you supply a fixed list instead.

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Widget UI

The widget renders in a Shadow DOM element fixed to the bottom of the viewport — completely isolated from your page’s CSS. It has two states: Collapsed (launcher bar) A white pill bar sitting at the bottom-center of the page. It displays an animated rotating placeholder (your suggested questions or a fallback), a ✦ spark icon in your brand color, and a send button. On desktop, hovering over any h1–h3 heading on your page triggers a floating “Ask [Agent]” badge that opens the widget with that heading as the first message. Open (chat panel) A frosted-glass panel that appears above the launcher. It shows:
  • A header with your agent avatar, name, and an online status indicator
  • A welcome message and up to four suggested question chips
  • The chat message thread with streamed AI responses
  • A floating input pill below the panel for typing new messages
  • An optional CTA button bar above the input
The widget does not use any cookies. Conversation history and dismissed-state flags are stored in the visitor’s localStorage under keys prefixed with cx_.

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Next steps

Configuration

Customize colors, agent name, welcome message, SmartBar, and suggested questions.

CTAs

Add call-to-action buttons for booking, sales chat, and embedded forms.

Campaigns

Create targeted conversation flows that auto-open on specific pages.