Skip to main content
The dashboard provides five configuration tabs: Basic Info, Origins, Authentication, Features, and Test Widget. Complete them in order — some tabs depend on others. What you’ll learn: Dashboard tabs walkthrough, origin patterns, token management, feature toggles, and allowed tools.

Configuration tabs

Complete tabs 1-2 first, save, then return to generate tokens in tab 3.

Basic settings

Name and description

Use clear, environment-specific names:

Enabled toggle

Disable during maintenance or to immediately stop all widget access.

Origin restrictions

Protect your widget from unauthorized use by whitelisting allowed domains.

Add origins

  1. Go to Origins tab
  2. Enter domain URL (e.g., https://example.com)
  3. Click Add or press Enter
  4. Repeat for additional domains

Origin patterns

Environment patterns

Never use * to allow all origins in production. Remove localhost origins before deploying to production.

Authentication

Generate and manage access tokens for widget authentication.

Generate token

1

Save integration first

Authentication tab is disabled until integration is saved
2

Open Authentication tab

Edit saved integration → Authentication tab
3

Enter token name

Use descriptive name: “Production Website Token”
4

Generate and copy

Click Generate Token → Copy immediately (shown once)

Token security

Delete token

  1. Click trash icon next to token
  2. Confirm deletion
  3. Token immediately revoked
Deleting a token immediately breaks widgets using it. Update your site first.

Feature toggles

Control which capabilities are available in the widget.

Available features

Feature combinations

Best for: Sales calls, support requiring voice

Allowed tools

Select which agent tools can be called via widget:
  1. Go to Features tab
  2. Click Allowed Tools dropdown
  3. Select tools from agent and MCP sources
  4. Only selected tools accessible from widget
Only expose safe, public-facing tools. Avoid administrative or sensitive operations.

Appearance

Configure visual presentation in the Test Widget tab.

Theme

Position

The Test Widget tab generates ready-to-use code:

Update configuration programmatically:

Troubleshooting

Causes: Token deleted, integration disabled, token malformedSolutions:
  1. Verify token exists in Authentication tab
  2. Check integration enabled toggle
  3. Re-copy token (no extra spaces)
  4. Generate new token if needed
Causes: Domain not in origins, protocol mismatchSolutions:
  1. Add exact origin to allowed list
  2. Check http:// vs https://
  3. Include port if non-standard
  4. Add both www and non-www
Causes: Feature disabled, wrong data-configSolutions:
  1. Enable feature in Features tab
  2. Check data-config JSON syntax
  3. Try without skip-discovery
  4. Verify feature appears in Test Widget
Causes: Tool not in allowed list, tool deletedSolutions:
  1. Add tool to Allowed Tools
  2. Verify tool exists in agent config
  3. Check MCP server connectivity
  4. Review tool error in Call Inspector

What’s next

Widget Customization

Advanced styling and JavaScript API

Web Widget Embedding

Platform-specific installation

Production Checklist

Pre-launch verification

Webhook Events

Handle widget events server-side