Chat bots
Custom Designer includes two chat agents you configure per shop. They share your catalog, FAQs, and orders — they are not a generic chatbot.
Customer widget
Embed this on your website. Visitors can:
- Ask FAQs and shop policies you configure
- Browse My Catalog
- Look up their orders after they confirm email
- Optionally open a quote when you allow it
Staff copy an iframe snippet from Settings → Chat (Customer widget tab). Paste it on a contact, quote, or design page.
Staff assistant
Use this inside Custom Designer or the Gmail / Google Voice sidecar. It can:
- Find a client
- List recent orders
- Duplicate the last job
- Mint approval and Quick Quote links
Configure it on the same Chat settings page, Staff assistant tab.
How to set it up
- Open Settings → Chat.
- Pick Customer widget or Staff assistant.
- Edit the system prompt, enable tools, add FAQs, and save.
- Copy the iframe snippet and paste it on your site (customer) or keep the assistant in-app / Gmail (staff).
The Chrome extension can open the staff assistant from Gmail without a separate snippet. See Gmail & Voice extension.
Tips
- Keep write tools off on the public widget unless you want it creating quotes.
- Require email before order lookup so one visitor cannot see another customer’s jobs.
- Put shop hours, turnaround, and pickup rules in company info / FAQs so answers stay consistent.