Skip to main content

How to Set Up the Web Widget in Alta

Add an AI chat or voice widget to your website and capture, qualify, and route inbound visitors 24/7

Written by Sharon Drelevich


The Web Widget is an embeddable AI widget that you can add to your website or app.

It allows visitors to either chat with an AI assistant or start a live voice call directly from your site. Every conversation is captured in Alta with AI summaries, labels, and routing, just like your other inbound channels such as email and LinkedIn replies.

The Web Widget acts as an always-on inbound capture channel, helping you engage, qualify, and route visitors without requiring a human rep to respond in real time.


What Is the Web Widget?

The Web Widget is an AI-powered widget that sits on your website or app.

Visitors can use it to interact with your AI assistant in one of two ways:

  • By typing in a chat panel

  • By starting a live voice conversation

All conversations are saved in Alta, where they can be reviewed, summarized, labeled, and routed based on your setup.


Web Widget Types

There are two types of Web Widgets in Alta.


Chat Widget

The Chat Widget allows visitors to type messages in a chat panel.

It is useful for:

  • Lead capture

  • FAQs

  • Website qualification

  • Product questions

  • Routing inbound interest


Voice Widget

The Voice Widget allows visitors to click the launcher and start a live voice conversation with your AI assistant.

It is useful for:

  • Real-time inbound calls

  • Qualification

  • Demo requests

  • High-intent website visitors

  • Faster lead capture


How to Set Up the Web Widget

Step 1: Go to Assistants

From the left navigation panel in Alta, click Assistants.


Step 2: Create a New Assistant

Click + Create Assistant.


Step 3: Select Web Assistant

Select Web Assistant as the assistant type.

This will allow you to create a web-based assistant that can be embedded on your website or app.


Step 4: Set Up the Call or Chat Flow

Enter your website URL.

Then click Generate.

Alta will automatically create a starter prompt based on your website.

After the prompt is generated, review and refine:

  • The assistant’s opening line

  • The assistant’s instructions

  • The goal of the conversation

  • The qualification or routing logic

You can also attach Knowledge Base files to help the assistant respond accurately.

Recommended files include:

  • Product documentation

  • FAQs

  • Pricing sheets

  • Sales decks

  • Help center articles

  • Qualification guidelines


Step 5: Configure the Widget

The configuration options depend on the type of widget you are setting up.


Voice Widget Configuration

For a Voice Widget, configure:

  • Voice

  • Model

  • Tools

  • Voicemail behavior

These settings control how the assistant sounds, how it handles calls, and which actions it can perform during the conversation.


Chat Widget Configuration

For a Chat Widget, configure:

  • Model

  • Tools

These settings control how the assistant responds in chat and which tools it can use.


Step 6: Configure Call or Chat Outputs

Next, configure what happens after a conversation ends.

This includes how the conversation should be:

  • Summarized

  • Labeled

  • Routed inside Alta

These outputs help your team understand what happened in each conversation and what should happen next.

For example, you can configure outputs for:

  • Qualified leads

  • Demo requests

  • Support questions

  • Unqualified visitors

  • Follow-up required


Step 7: Customize the Visual Style

You can customize the Web Widget so it matches your brand and website design.


Position

Choose where the widget appears on the screen.

You can select one of the four screen corners.


Colors

Enter your brand colors using 6-digit hex values.

Example:

#7B61FF

Use colors that match your website and make the widget easy for visitors to notice.


Avatars

Upload images for:

  • The widget launcher

  • The chat panel

These images help make the widget feel more branded and personal.


Preview URL

Enter a page URL to preview how the widget will look on your site.

Use this preview to check the widget’s position, colors, avatar, and overall appearance before publishing.


Important Tip

The widget name in the top bar becomes the assistant name that visitors see.

Use a visitor-friendly name.

For example, use:

Alta Concierge

Instead of:

test-2


Step 8: Add the Embed Code to Your Website

After configuring the widget, go to the Embed Code step.

Copy the <script> tag provided by Alta.

Then paste the script into your website using one of the following methods:

  • Your site’s HTML

  • Your CMS

  • Your tag manager

The script loads asynchronously, so it is safe to place it either:

  • In the <head> section

  • Before the closing </body> tag

If you embed multiple assistants, each page needs its own script tag.


Testing Before You Go Live

Before publishing the widget, use the built-in test options to check the assistant experience.

Testing allows you to refine the flow before real visitors start using it.


Web Call Test

Use Web Call to test the assistant directly in your browser.

This is useful for quickly checking the flow, opening line, instructions, and conversation quality.


Skip the Email Screen for Voice Widgets

For Voice Widgets, you can turn on the Skip Email Screen toggle.

When this is enabled, visitors can start speaking with the AI assistant immediately without filling out a form first.

This can reduce friction and make it easier for high-intent visitors to engage.

Use this option if you want visitors to start the conversation as quickly as possible.


Best Practices

Use a Clear Assistant Name

Choose a name that makes sense to website visitors.

For example:

  • Alta Concierge

  • Sales Assistant

  • Product Advisor

  • Demo Assistant

Avoid internal names like:

  • Test Assistant

  • Widget 1

  • Demo Flow


Attach Helpful Knowledge Base Files

The assistant performs better when it has access to relevant content.

Add files that help it answer common questions, qualify leads, and route conversations correctly.


Test the Flow Before Publishing

Always test the assistant before adding it to a live page.

Review:

  • The opening line

  • Response accuracy

  • Conversation flow

  • Labels

  • Summaries

  • Routing

  • Voice behavior, if using a Voice Widget


Match the Widget to Your Brand

Use your brand colors, avatars, and assistant name to make the widget feel native to your website.


Use Skip Email Screen When Speed Matters

If your goal is to reduce friction and capture high-intent visitors quickly, enable Skip Email Screen for the Voice Widget.


Summary

The Alta Web Widget lets you add an AI-powered chat or voice assistant to your website or app.

You can use it to capture inbound interest, answer questions, qualify visitors, and route conversations inside Alta.

To set it up, go to Assistants → Create Assistant → Web Assistant, configure the call or chat flow, choose your widget settings, define outputs, customize the visual style, copy the embed code, and test the experience before going live.

Did this answer your question?