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HighEngage

Getting started

8
  • Navigating the HighEngage Interface
  • Overview of the HighEngage Dashboard 
  • Logging in to HighEngage
  • Understanding the 7-Day Free Trial in HighEngage 
  • Creating Your HighEngage Account
  • How HighEngage AI Agents Work 
  • Signing Up with Google vs Email
  • What is HighEngage? 

Onboarding & Setup

12
  • Sharing Agents With Your Team 
  • Collaboration 
  • Installing HighEngage on WordPress 
  • Embedding the AI Chat Widget 
  • Deployment & Installation 
  • Previewing Your AI Agent 
  • Understanding Agent Status (Active vs Disabled) 
  • Editing an Existing Agent 
  • Agent Management 
  • Setting Up Your New AI Agent 
  • Completing the HighEngage Onboarding Wizard 
  • Choosing Your Use Case Template 

Personalizing Your AI Chatbot

10
  • Opening Chat by Default 
  • Adding Privacy Policy Links 
  • Adding Contact Page Links 
  • Customizing Chat Input Placeholder Text 
  • Configuring Supported Languages 
  • Setting Chat Font Size 
  • Changing Chat Theme Colours 
  • Choosing Widget Icons 
  • Setting the Chat Widget Avatar 
  • Customizing Your Agent Name and Description 

Training Your AI Agent (Knowledge Base)

10
  • Fixing AI Answers When Data Is Incorrect 
  • How the “Refresh Agent” Training Process Works 
  • Understanding Data States: New, Trained, Removed 
  • Using Google Drive as a Data Source 
  • Creating Custom Q&A for Your Agent 
  • Re-Crawling Website Data 
  • Crawling an Entire Website vs Single Page 
  • Training Your Agent with Website URLs 
  • Adding Files to Train Your AI Agent 
  • How AI Knowledge Training Works in HighEngage 

Configuring AI Behavior

4
  • Writing Effective System Prompts 
  • Setting the AI Agent Role 
  • Understanding AI Model Performance vs Cost 
  • Configuring AI Behavior 

Chat Messages & Interaction Settings

12
  • Configuring Message-Level Avatar 
  • Automatically Restarting Chats After Inactivity 
  • Allowing Users to Restart Chats 
  • Setting Message Character Limits 
  • Changing Prompt Display Position 
  • Adding Custom Links to Chat 
  • Making Example Questions Disappear After First Message 
  • Adding Example Questions to Guide Users 
  • Changing Time Format in Chat 
  • Enabling Automatic Greetings 
  • Customizing the “No Data Found” Response 
  • Setting the Intro Message 

Lead Capture & Visitor Data

7
  • Viewing Captured Leads 
  • Customizing the Lead Thank-You Message 
  • Making Lead Fields Mandatory 
  • Creating Custom Lead Fields 
  • Collecting Name, Email, and Phone 
  • When Lead Capture Is Triggered 
  • How Lead Capture Works in HighEngage 

Human Handover & Escalation

6
  • Receiving Escalation Emails 
  • Customizing Escalation Messages 
  • Escalating After Message Threshold 
  • Escalating After Multiple Failed AI Responses 
  • Allowing Users to Request Human Assistance 
  • Enabling Human Support Escalation 

Feedback & Chat Ratings

7
  • Viewing Feedback Analytics 
  • Collecting Feedback from Idle Chats 
  • Triggering Post-Chat Surveys 
  • Configuring Negative Feedback Responses 
  • Customizing Survey Questions 
  • Collecting Conversation Ratings 
  • Enabling Message-Level Feedback 

Security & Safety

4
  • Customizing Rate Limit Messages 
  • Setting Chat Request Rate Limits 
  • Enabling Abuse Reporting 
  • Restricting Chatbot in Allowed Domains 

Troubleshooting & Best Practices

7
  • Chat Widget Not Loading on My Website 
  • Human Escalation Not Working 
  • Lead Capture Not Triggering 
  • Refresh Agent Not Updating Responses 
  • My Website Crawl didn’t Work 
  • AI Is Giving Incorrect Answers 
  • Why My AI Agent Is Not Answering Questions 

Deployment

3
  • Installing HighEngage on Your Web Application 
  • Installing HighEngage on WordPress 
  • Embedding the Chat Widget 

Account & Billing

2
  • Understanding Free Trial Limits 
  • Managing Your Subscription 

Integrations

6
  • Zoho Sprints Integration
  • Pipedrive Integration
  • Google Drive Integration
  • Calendly Integration
  • HubSpot Integration
  • Integrations
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  • Onboarding & Setup
  • Embedding the AI Chat Widget 

Embedding the AI Chat Widget 

3 min read

It Adds your AI agent to your website so visitors can start chatting. 

Choose your embed type  #

1. Basic Embed (Required)  #

Use this for most cases. 

Works for: 

  • Static websites  
  • Marketing sites  
  • Simple chat use cases  

No login or user identification needed. 

2. Authenticated Embed (Optional)  #

Use this only if your product has login. 

Needed when you want: 

  • User-specific responses  
  • Personalized conversations  
  • Secure actions (based on logged-in user)  

Requires: 

  • JWT  
  • Secret Key  

Add Basic Embed (mandatory)  #

  1. Go to your Agent  
  1. Open Embed Preview  
  1. Copy the script  
  1. Paste it before the closing </body> tag of your website  
  1. Save and publish your site  

That’s it , your chatbot is live. 

When to use Authenticated Embed  #

Use this only if: 

  • Your users log into your app  
  • You want the AI to know who the user is  

You’ll need to: 

  1. Generate a JWT token  
  1. Pass user details securely  
  1. Use the Secret Key for validation  

Important notes  #

  • Basic Embed is required for the chatbot to work  
  • Authenticated Embed is an add-on, not a replacement  
  • Make sure your domain is added under Security → Allowed Domains 

Embedding the AI Chat Widget on Your Web Application  #

Once your agent is ready, you can embed it on your website to start interacting with users in real time. 

How to Embed the Chat Widget  #

Embed modal with script + style configuration  

  1. Open your agent from the Dashboard  
  1. Click Embed Preview (top right)  
  1. Copy the script code  

Add the Code to Your Website  #

Paste the script before the closing </body> tag on your website. 

Once added, the chatbot will appear on your site. 

Customize Widget Appearance  #

From the Style Configuration panel, you can adjust: 

  • Position (Bottom Left / Right)  
  • Widget and button size  
  • Device visibility  
  • Color scheme  
  • Spacing (offsets)  and 
  • Initial language  

Secure Your Widget (Recommended)  #

Security tab with Allowed Domains and Rate Limit  

Go to Security Settings to control where and how your widget can be used: 

  • Allowed Domains → Restrict the widget to specific websites  
  • Rate Limit → Control how many messages a user can send  
  • Limit Message → Show a message when the limit is reached  
  • Report Abuse → Enable abuse reporting  

This helps prevent misuse and unauthorized embedding. 

Important Notes  #

  • Make sure your agent is Active before embedding  
  • Changes update automatically on your website  
  • Always test after embedding  

Once embedded and secured, your AI agent is ready to handle real user conversations on your website. 

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.

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Table of Contents
  • Choose your embed type 
    • 1. Basic Embed (Required) 
    • 2. Authenticated Embed (Optional) 
  • Add Basic Embed (mandatory) 
  • When to use Authenticated Embed 
  • Important notes 
  • Embedding the AI Chat Widget on Your Web Application 
  • How to Embed the Chat Widget 
  • Add the Code to Your Website 
  • Customize Widget Appearance 
  • Secure Your Widget (Recommended) 
  • Important Notes 
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