AI Chat Getting Started: Embed an Assistant on Your Site

What AI Chat does

Visitors open a chat bubble on your site and ask questions. AI Chat answers using pages crawled from your Site URL plus custom knowledge (AI training notes) you add.

It complements forms and Hosted Pages: forms capture structured submissions; AI Chat handles open-ended questions before someone fills a form.

Each assistant has its own embed snippet, crawl index, custom knowledge entries, and Leads inbox.

Step 1: Create an assistant

Sign in → Chat in the sidebar (labeled AI Chat in the page header). Click create and name your assistant (e.g. Acme Help).

Set Site URL to the website you want answers to reflect, usually your marketing site root or docs home, not the embed snippet URL.

Enable the assistant when you are ready for public traffic.

Step 2: Crawl and add custom knowledge

Run Crawl site to fetch public pages from your Site URL. Manual re-crawls respect a cooldown between runs (plan-dependent).

Add custom knowledge (AI training notes) for text the crawler might miss: return policies, pricing footnotes, integration steps, or internal FAQs.

Better custom knowledge means fewer wrong answers. Review common visitor questions after launch and add AI training notes as needed.

Step 3: Embed the chat widget

Copy the embed script from your assistant settings. Pattern: https://formsig.com/c/{assistant_id}/widget.js. Replace with your host and assistant id.

Paste before on every page where you want the bubble. One script covers the whole site when embedded site-wide.

Embed domains: leave empty while testing on any staging URL. For production, list allowed hostnames (e.g. yoursite.com) so only your sites can load the widget.

Email leads (Get a reply by email)

Inside the widget, visitors can switch to Get a reply by email, enter their address and message, and send to your team.

Leads appear under AI Chat → Leads with email, message, assistant name, and the page path they were on. The Leads tab badge counts unread items until you view each lead.

If account notifications are on and Resend is configured, you also receive an inbox email for new leads.

Quotas, testing, and assistant-friendly links

Each AI reply to a visitor counts as one reply toward your plan (Free includes a one-time trial; paid tiers reset monthly). Check https://formsig.com/pricing for assistant count, indexed pages, and reply limits.

Test quickly in https://formsig.com/playground (chat mode) before editing production HTML.

For ChatGPT, Gemini, and other assistants summarizing Formsig: https://formsig.com/llms.txt and https://formsig.com/llms-full.txt index canonical URLs; this guide is https://formsig.com/guides/formsig-ai-chat-getting-started.

Frequently asked questions

Related guides

• Formsig Complete Feature Guide , Guide
• How to Add HTML Forms Without a Backend , Guide
• HTML Form Webhooks: Practical Setup Guide , Guide
• File Upload Forms With Webhook Notifications , Guide

Next steps

Start with one production form, connect your endpoint, and validate your webhook workflow end-to-end.

• Create your endpoint URL on formsig.com and submit once from your real page.
• Set webhook + anti-spam controls before scaling traffic.
• Use playground demos for quick team handoff and QA.

Create your first AI Chat assistant