Agent Tab

Written By Lu Benavides (Collaborator)

Updated at October 31st, 2025

Your chat widget helps you inmediately connect with customers on your websites and funnels, giving them a direct line of contact that doesn't prompt them to leave your pages. With the Voice AI chat widget, you can provide them with a call-like experience, using the AI agents available to you inside the CRM.

Using The Agent Tab

The Agent Tab allows you to manage the connected Voice AI to your chat widget, to access it create or edit a Voice AI type widget.

Switch to the Agents tab in the left-side menu.

Managing Agents

To switch the AI agent that you're using, open the dropdown menu under the Voice AI section.

Select your desired agent from the drop-down menu.

Creating A New Agent

You can create a new agent by selecting the top option.

This will open a new tab on your browser for the AI Agents section of your account settings. In there, click “+ Create Agent.”

Once you finish creating your agent, switch back to the chat widget tab. The agents' list will automatically refresh, allowing you to select the newly created Voice AI.

Once you've selected your Voice AI, you can change the visible name to your liking.

After completing your changes, click Save at the top right corner to update your widget and add it to your roster.

Use this type of chat widget to connect with your audience without making them leave your site to chat with your team over an audio channel, making contact accessible for all customers. We hope this helps you improve your audience's experience with your chat widgets.