Launch readiness
Before you send traffic to an agent, check the readiness summary at the top of the Deploy page.| Item | What it means |
|---|---|
| Hosted agent page | The public agent page is published |
| Website widget | The floating site widget is enabled |
| CRM capture | CRM is enabled and has a usable pipeline/status setup |
| Calendar booking | Calendar is enabled and can book events |
| Follow-up workflow | At least one workflow is active |
| Workspace delivery | Workspace is enabled and publishable output exists when needed |
| Connectors | External tools are connected and enabled |
Channel states
Each deploy card shows the current state of that channel.| State | Meaning |
|---|---|
| Enabled | The channel is live or ready to use |
| Setup required | The feature exists, but needs configuration before launch |
| Plan-gated | Your current plan does not include the feature |
| Coming soon | The channel is shown for roadmap visibility, but is not launchable yet |
Primary channels
Hosted agent page
Publish the agent page when you want a standalone public URL that customers can open directly. This is the fastest way to share a sales assistant, intake assistant, support front office, or booking agent. Use this when:- you need a public link for prospects or customers
- you want a branded agent page without installing code
- you are testing the full conversation flow before embedding
Website widget
Enable the website widget when you want the agent to handle visitors on your site. The Deploy page gives you the install snippet and widget settings. Use this when:- your website should capture, qualify, and book leads
- the agent should answer support questions without leaving the page
- you want CRM, calendar, workspace, and custom interfaces inside the widget
Agent email
Agent email lets people email your agent directly. Use it for support inboxes, lead intake, service requests, or follow-up conversations. The Deploy page shows:- the agent email address
- whether inbound email is enabled
- whether auto-reply is enabled
- whether owner notifications are enabled
Inline embed
Use inline embed when you want the full agent experience inside a page instead of a floating widget. This is useful for:- help centers
- booking pages
- client portals
- onboarding pages
- internal tools
Workspace publish
Workspace publish turns files or pages created by the agent into a shareable workspace URL. Use this when the agent produces deliverables, plans, pages, prototypes, documents, or reports. The channel is only launch-ready when a workspace is actually published.Custom domain
Custom domains let you serve the hosted agent or workspace under your own domain. A domain can be:- Active - ready to share
- Pending - DNS or verification still needs to finish
- Failed - DNS or ownership verification needs attention
Advanced channels
The Router SDK supports advanced messaging channels such as: Use Router SDK channels when your front office should live inside a community, support inbox, or messaging platform.Widget SSO
Widget SSO lets your site identify signed-in users before they chat with the agent. Use it when you need user-specific memory, workspace access, account context, or authenticated support flows. See Chat Widget SSO for the token flow.Launch package
Before going live, collect the launch package from the Deploy page:- hosted page URL
- widget snippet
- agent email address
- published workspace URL, if relevant
- custom domain, if active
- enabled channels
- remaining setup-required or plan-gated items
- one test prompt for a real visitor scenario
Next Steps
Calendar Integration
Add booking cards and confirmation emails
Analytics
Track agent performance after launch