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Web Chat (Beta) – How It Works + Installation Guide

Learn how LeadTruffle Web Chat works, how booking functions, and how to install both chat and website texting widgets.

Written by Bryan Shankman
Updated over a month ago

Overview

LeadTruffle’s Web Chat is currently in beta (as of February 2026). It gives you a traditional website chat experience powered by your AI Lead Qualifier.

Unlike Website Texting (SMS-first), Web Chat keeps the conversation directly on your website.

It’s ideal if you want:

  • A native website chat experience

  • AI-powered qualification

  • Optional appointment booking

  • Email follow-ups (if captured)

How Web Chat Works

1. The Widget Experience

The Web Chat widget:

  • Appears as a chat popup (similar to Website Texting)

  • Typically positioned in the bottom-right corner

  • Starts with a welcome message (customizable)

Once a visitor clicks the widget:

  • They enter required contact info

  • Then the AI conversation begins

2. What Information Gets Captured

By default, Web Chat can capture:

  • Name

  • Email

  • Phone number

  • Address (optional)

You can customize which fields are required.

Why We Capture This First

  • If a lead drops off mid-conversation, you don’t lose them

  • Email allows follow-up automation

  • Phone gives your team direct contact ability

⚠️ Important:

Web Chat does not trigger SMS follow-ups automatically (SMS compliance does not apply to this widget).

However, email follow-ups can be triggered if email is collected.

3. AI Conversation Flow

After submitting contact info:

  • The visitor enters a live chat experience

  • The AI responds using your configured AI Agent settings

  • It asks clarifying questions

  • It moves the lead through your qualification funnel

This uses the same AI configuration as your Website Texting AI.

To edit it:

  1. Go to AI Agent

  2. Adjust instructions, company description, or qualification flow

  3. Run a demo chat to test responses

4. Booking Appointments Through Web Chat

If booking is enabled:

  1. Go to AI Agent

  2. Toggle Booking On

When a lead asks for availability:

  • The AI presents available times

  • The lead selects a time

  • They confirm details (day, time, email, notes)

  • They click submit to finalize

The appointment is then:

  • Booked directly on your connected calendar

  • Saved inside LeadTruffle

👉 Current Version Note:

In this version, the lead confirms by clicking submit. Future versions may auto-confirm directly inside chat.

5. Managing Web Chat Leads

Inside your dashboard, you can:

  • View full conversation history

  • See all captured details

  • Call the lead (if phone was submitted)

  • Take over the conversation manually

  • Add notes or update status

You maintain full control at any time.

Installing Your Widget

You have two primary widget options in LeadTruffle:

Web Chat (Beta)

Best for a traditional website chat experience.

Installation steps are similar:

  1. Copy the Web Chat code snippet

  2. Paste into your website’s custom code section

  3. Publish your site

The widget will automatically appear on your website.

When to Use Each

Use Case

Recommended Option

Want SMS follow-up immediately

Website Texting

Prefer traditional website chat

Web Chat

Want compliance-based SMS flows

Website Texting

Want email-first conversation

Web Chat

If you have any questions about Web Chat beta or which widget is best for your business, we’re happy to help.

Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

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