CRMown Docs
Docs › AI Features

AI Chat Agent (Website Widget)

Configure the conversational AI that lives in your website chat widget. Distinct from "Autonomous AI Agents" (Tools > AI Intelligence > AI Agents) — this one chats with visitors in real time; the autonomous ones run on a schedule and execute actions in your CRM. Also distinct from the F5 Qualification Chatbot under Tools > Lead Generation — that one is purpose-built for BANT-style lead qualification + auto contact creation; this one is the generic conversational agent.

Open in CRMown →

Steps

  1. Go to AI Agent under Tools (the ungrouped "AI Agent" item below the AI Intelligence / Lead Generation / Insights sub-groups — different from "AI Agents" inside Tools > AI Intelligence, which is the autonomous task-execution feature).
  2. Set up the agent name, personality, and instructions.
  3. Configure appearance (colors, avatar, position).
  4. Optionally enable Voice AI for phone/voice interactions.
  5. Copy the embed code to add the agent to your website.

Good to know

  • The AI reads your contact notes, summaries, and tags for context-aware suggestions.
  • AI memory builds up over time — the more you use it, the smarter it gets.
  • Monthly AI token budget: Starter 500K tokens, Pro 2M, Max 10M, Custom 50M. This covers every AI-powered feature in CRMown combined (Coach, Pulse, Playbooks, enrichment, drafts, command bar, etc.). Settings > AI Usage shows real-time consumption. Hitting the cap returns a "monthly AI limit reached" error on AI calls — add a BYOK provider key to route through your own AI provider account and bypass the shared CRMown AI budget entirely.
Example: A med-spa configures their AI agent "Bella" — friendly tone, knowledge of treatment menu, pricing, and pre/post-care instructions. She lives in their website chat widget; when a visitor asks "how much is filler?", Bella responds with the price band, asks the consultation goal, and offers to book a discovery call — handing off to a human only if the visitor asks for one or after she captures email + phone.

Troubleshooting

AI Agent not responding to chat-widget messages
AI Agent may not be configured, the chat widget isn't linked, or the knowledge base is empty.
Fix: AI Agent settings — verify the agent is active, linked to a chat widget, and has knowledge-base entries. Test with a simple question.

View as Markdown