Prepare your brand context
Website chat answers questions using your brand's public content. Keep facts, locations, and Brand Memory up to date. Check key answers before launch. Passing brand checks does not mean every fact is correct.
Open Surfaces → Website chat. An account admin can turn chat on. Brand admins manage its design, sources, and keys. Editors can test answers in the Playground.
Set up the visitor experience
In Setup & design, choose the title, greeting, fallback, colors, and visitor notice. The preview updates as you edit; select Save to apply changes.
Use Visitor replies → Paused to stop new answers while keeping an installed widget's contact link available. Disabling chat makes the installation unavailable.
An optional CTA button links visitors to your contact page or booking page. It does not start a live-agent handoff or collect a lead inside Berchtold.
Choose and refresh sources
In Sources, choose the content chat should use. For WordPress, first connect your site with the Berchtold Abilities plugin. You can also use a sitemap, page URLs, approved product facts, and locations.
Save your sources, then open Knowledge index and select Re-index now. Indexing runs in the background. Check status refreshes progress. A Full re-index also removes indexed documents that are no longer in the selected sources.
Only public-audience knowledge is retrieved for visitor answers. Keep confidential documents marked internal; do not connect private pages as public website sources.
Test before installing
Use Playground to ask common visitor questions and follow-ups. Review cited sources, unsupported claims, fallback answers, and your contact link. Start over clears the test conversation.
Playground uses the same retrieval and answer-validation pipeline as visitor chat. It does not confirm that the widget is installed on your website.
Use Quality checks to review candidate examples before approving them. Approved examples should contain current, supported facts.
Prepare the installation
In Keys, create a chat key for the intended website domains. Include the exact hosts you use, such as example.com and www.example.com; add *.example.com only if all subdomains should be allowed.
The key is shown once and carried into Install during this visit. Copy the installation code before leaving. If the key is lost, create a replacement and revoke the old one after updating the website.
Follow Embedding the website widget to install and verify it.