Getting Started

Haven't installed the widget yet? Head to the Installation guide for the embed code and platform-specific setup instructions.

First-Time Configuration

Once the widget is installed, here's the recommended setup order:

Set your brand colors

Open Settings → Widget → Appearance and pick a color template or set custom colors. The widget updates in real time as you adjust. See Color System for details on every color variable.

In the same Appearance section, upload your company logo. It appears in the top-left corner of the Home Screen. You can also set a custom bot avatar that shows on AI messages. See Branding, Menu & Dark Mode.

Customize the greeting

Go to Settings → Widget → Home to edit the greeting text, welcome headline, and the animated "Ask Me Anything" placeholder. Learn about all the options in Greeting, Welcome & Team Display.

Choose a background style

Pick from nine decoration styles — blobs, gradient mesh, ripples, spotlight, images, or a clean solid look. See Background Styles for a visual comparison.

Configure home screen cards

Decide which cards appear on the home screen: the AI ask bar, help articles, news, a direct message CTA, external links, or form triggers. Reorder them by dragging. Full details in Home Screen Cards.

Set up your menu tabs

Choose which tabs to show (Home, Messages, News, Roadmap, Help) and set custom labels if needed. See Branding, Menu & Dark Mode.

You don't have to complete every step before going live. The widget works out of the box with sensible defaults — you can refine the look and content over time.

Where to Find Widget Settings

All widget configuration lives under Settings → Widget in your Yaplet dashboard:

Settings section	What it controls	Learn more
Home	Greeting, welcome text, team display, cards	Home Screen
Appearance	Colors, background, logo, dark mode, menu	Appearance & Theming
Chat	Live chat behavior, email collection, ratings	Live Chat
AI	Chatbot configuration, conversation starters	AI Chatbot
Installation	Embed code and platform guides	Installation

For a full walkthrough of the Widget settings page in the dashboard, see the Widget dashboard documentation.

What to Set Up Next

Once the widget is live on your site, explore these features to get the most out of it:

AI Chatbot

Set up AI-powered conversations with streaming responses, conversation starters, and automatic agent handoff.

Knowledge Base

Add help articles so visitors can find answers on their own — browsable by category with full-text search.

News & Roadmap

Share product updates and let visitors vote on upcoming features through the built-in roadmap board.

Forms & Surveys

Collect visitor data with multi-step forms, rating scales, and file uploads — triggered by agents, AI workflows, or surveys.