The website recruiter is a chatbot that embeds directly on your institution's web pages. Once installed, it lets prospective students start a conversation with your AI agent without leaving your site.

Create a webchat channel

From your platform dashboard, go to Settings.
Select Webchat from the left menu.
Click + New Webchat Channel.
Enter a name for the channel (for example, your institution name or "Prospective Student Chatbot").

Configure your settings

Once the channel is created, you can adjust the following options.

Conversation starters

Conversation starters appear as clickable buttons when a student opens the chatbot. Toggle each one on or off depending on what you want to surface.

Ask [Agent Name]: Prompts students to ask any question about your school or admissions process.
Application requirements: Surfaces information about your institution's application requirements.
Financial assistance: Invites students to ask about tuition costs and financial aid.

Intake form

The intake form asks students to identify themselves before or during the conversation. You configure it under the channel's Settings → Intake tab.

Choosing a form

Every school starts with the Simple intake form, which reproduces the five fixed fields that were previously hardcoded. You can keep that form or build your own.

Building a custom form

Add your own questions and bind each one to a constituent property so the answers land on the right field. Each question has an input type:

Short answer (free text)
Single-select (predefined options, useful for constituent type, program, or a confirmation question)
Multi-select

Select fields show a fixed list of options. They do not filter or autocomplete as the student types, so keep option lists short enough to scroll comfortably.

Required or optional

Required: the student completes the form before the conversation begins.
Optional: the student starts chatting right away, and the form is offered behind a call-to-action button they can use at any point in the conversation.

Optional mode is the better choice when a form up front would discourage students from engaging at all. You still capture contact information from the students who

want follow-up.

💡 What the intake form does and doesn't do. The intake form is for lead generation and agent personalization. It gives your team contact information for the student and gives the agent context for the conversation. It does not match the student to an existing constituent record, and it does not write answers back to that record's standard properties. Because the email address is entered into a form rather than verified, it is treated as unverified, stored separately from the constituent's verified email, and cannot be used for email follow-up.

Appearance

Button color: The color of the chatbot launch button that appears on your site.
Header color: The color of the chat header bar.
Desktop positioning: Side margin and bottom margin control where the chatbot floats on the page.
Z-index: Controls how the chatbot layers over other elements on your page. The default value works in most cases. If the chatbot appears hidden behind other site elements, increasing this number will bring it to the front.

Enable the channel

Toggle Enabled on to make the webchat active on your site. You can turn this off at any time to hide the chatbot without touching the embed code.

Install the embed code

In the channel settings, the gear icon.
Click Installation instructions.
Copy the script that appears.
Share it with your web team or IT department.
Have them paste the script into your site's HTML above the closing </head> tag on each page where you want the chatbot to appear.

💡 The chatbot will only appear on pages where the script is installed and the channel is toggled on. If you want to temporarily remove the chatbot from your site, toggle off Enabled in the channel settings. There is no need to remove the code from your site.