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Your Showcase (your company’s website) has two ways for visitors to reach you: forms that capture structured intake, and a chat widget that carries on a conversation. Both feed into the same inbox, and both can trigger the agent to follow up, answer questions, and even bid and book a project.

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Forms

Forms are standalone pages you create and link to from your site (or share directly). Each form has its own fields, its own agent behavior, and its own submissions list.

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Create a form

1

Open Forms

Click Forms in the sidebar. Click New form (or ask the agent to generate one from a description).
2

Define the fields

Add fields — short text, long text, phone, email, select, address. Drag to reorder. Mark required fields. The form snapshot is saved at submission time, so each response renders correctly even if you change the form later.
3

Configure the agent

Set the agent’s channel (SMS or email), persona, goal, and follow-up schedule. The agent uses these to carry on the conversation after someone submits the form.
4

Publish the form

Set the form to Live and share its link, or embed it on a page.
Success: the form is live. Submissions appear in the form’s Responses tab and in the inbox.
In the form builder, describe what you want — “a service request form for a pool builder in Phoenix” — and the agent generates fields and agent configuration from your description. Review and adjust before publishing.

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View submissions

Each form has a Responses tab showing every submission, newest first. Each row links to the inbox conversation it opened, so you can jump from a form response to the full chat history. Export all submissions as CSV from the responses page.

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The chat widget

The chat widget is a floating button on your website. When a visitor clicks it, they can start a conversation with your agent immediately — no form required.

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What the widget does

  • Greets visitors — a configurable greeting message appears when the widget opens.
  • Answers questions — the agent uses your business profile and knowledge base to answer questions about services, hours, pricing, and availability.
  • Bids and books — if the visitor asks about a service, the agent can look up your published rate card (your services, packages, and pool sizes), send a bid range, and book an appointment on the spot.
  • Captures leads — the widget can ask for name, email, and phone before starting the chat, so you always know who reached out.

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Configure the widget

1

Open chat configuration

Go to Settings → Web Chat to manage the widget. Set the greeting, accent color, position (left or right), and agent name.
2

Enable lead capture

Toggle lead capture on and choose which fields are required (name, email, phone). When enabled, the widget asks for these before the chat starts.
3

Verify installation

If you’re using the widget on a custom site (not your Kordless Showcase), add the widget script tag to your site’s HTML. Click Verify install to confirm the script is detected.
Success: the widget is live on your site. Visitors can chat with your agent in real time.
Make sure the script tag is on the page you’re verifying (usually the homepage). The script path must match the widget URL exactly. If your site uses a tag manager or delayed loading, wait for the script to load before verifying. The verifier fetches your homepage with a 6-second timeout — slow-loading scripts may need a manual check.

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The follow-up chat

When a visitor submits a form, the thank-you screen offers a follow-up chat — a live conversation with the agent that opens right on the page. The agent introduces itself, acknowledges the submission, and can answer questions, suggest next steps, or book a visit. The follow-up chat uses the same agent runtime as the chat widget, so the experience is consistent. The difference is context: the follow-up chat knows what the visitor just submitted, so it can be specific (“I see you’re looking at weekly maintenance for a standard-size pool — I can check availability this week”).
Yes. In the form builder, open the Preview chat to drive the same agent the live thank-you screen uses. The preview is ephemeral — nothing is persisted (no submission, conversation, customer, or analytics) and no booking tools are loaded, so a test drive can never write data or create a real appointment.

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How bids work in web chat

When a visitor asks about pricing, the agent can bid a project using your published rate card:
  1. The agent looks up the service, package, and pool size the visitor describes.
  2. It computes the bid range from your card — the number is never the model’s. The price is recomputed server-side from your published rates.
  3. If the bid is auto-sendable (instant mode, under your approval threshold), the agent sends the range immediately and offers to book.
  4. If the bid exceeds your threshold, triggers a review rule, or requires a site visit, it’s held for your approval. The agent tells the homeowner their bid is with you for a final price — no number is revealed.
Bids over your approval threshold are held automatically. The homeowner sees a holding message, not a price. Open the bid from your inbox or Today (your daily feed) to approve, adjust, or decline it.

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Next steps

Editor and publishing

The visual editor, assist bar, publish flow, and version history.

Today

Your daily feed: what Kordless handled overnight and what needs a decision.