Quickstart
By the end you'll have a working chat widget on your site.
This walks you through signing in, copying your widget snippet, and pasting it into your site so customers can start chatting. It takes a few minutes and no code beyond a single <script> tag.
1. Sign in to your workspace
Open the Iterochat dashboard and sign in with your email and password. Once you're in, you land on the Conversations view, your home base for everything that follows.
How you get here depends on how your account was set up. If your organization was created for you, you'll have received an email invite. Open the invite link, set your name and password, and you're in. If you're starting fresh, create an account first, verify your email, then create your organization. Either way you end up in the same dashboard. See Accounts and roles for the full sign-up, verification, and invite flow.
2. Get your widget key
Go to Settings, then the Website Widget card. There you'll find your Widget Key, a string that starts with wk_. This key identifies your organization, so every conversation that comes through the widget lands in your workspace.
You don't need to copy the key by hand for the next step: it's already baked into the embed snippet below it. The key is just shown separately so you know what it is.
3. Add the widget to your site
In the same Website Widget card, copy the HTML Embed Snippet (use the Copy button on the snippet). Paste it into your site's HTML immediately before the closing </body> tag. The snippet looks like this, with your real key already filled in:
<script
src="https://widget.iterochat.com/widget.js"
data-widget-key="wk_your_key_here"
async>
</script>
That's the whole integration: no build step, no package to install, no other tags. The script loads asynchronously and renders a chat bubble in the bottom-right corner of your page.
Paste it once, sitewide. Put it in your layout, base template, or footer include so it loads on every page rather than copying it page by page.
4. Send a test message
Open your site in a browser, click the chat bubble, and send a message. The widget starts a conversation and the AI replies, drawing its answer from your knowledge base.
If the AI doesn't have anything useful to say yet, that's expected on a brand-new workspace. It answers from the documents you give it, so add a few first, then try again. See Knowledge base to set that up.
Next steps
- The chat widget: what your customers experience, languages, and troubleshooting.
- AI configuration: shape the AI's tone, set suggested questions, and control when it hands off to a person.
- Handling conversations: how your team claims escalations and replies live.