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Visitors fill in the fields you ask for, and a ",[179,184,185],{},"Help"," handle on the edge of the form opens a drawer where they can ask questions without losing their place. When they submit, the form creates a lead and the concierge picks up the conversation.",[175,188,189],{},"It solves the usual trade-off with contact forms. A short form converts better but tells you nothing; a long form qualifies well but scares people off. Here the form stays short and the concierge collects the rest conversationally — while also answering the questions that would otherwise send a visitor off to hunt through your site.",[175,191,192],{},[193,194],"img",{"alt":195,"src":196},"A Form Concierge embedded in a page, with the Help handle on the right edge","\u002Fadministrator-guide\u002Fform-concierge\u002Fembedded-form.jpg",[175,198,199],{},"Forms live on their own admin page, separate from web agents.",[201,202,203,204,207,208,212,213,216],"note",{},"Form Concierge agents do ",[179,205,206],{},"not"," appear on the ",[209,210,211],"code",{},"Agents"," page, and web agents do not appear under ",[209,214,215],{},"Forms",". Each kind is managed only from its own page, and the kind is fixed at creation — you cannot convert a web agent into a form or the reverse.",[218,219,221],"h2",{"id":220},"form-concierge-vs-a-web-agent","Form Concierge vs. a web agent",[223,224,225,239],"table",{},[226,227,228],"thead",{},[229,230,231,234,237],"tr",{},[232,233],"th",{},[232,235,236],{},"Web agent",[232,238,181],{},[240,241,242,256,270,281,303],"tbody",{},[229,243,244,248,252],{},[245,246,247],"td",{},"Managed under",[245,249,250],{},[209,251,211],{},[245,253,254],{},[209,255,215],{},[229,257,258,261,264],{},[245,259,260],{},"What the visitor sees",[245,262,263],{},"A chat launcher or hero chat",[245,265,266,267,269],{},"A form card with a ",[179,268,185],{}," drawer",[229,271,272,275,278],{},[245,273,274],{},"How required info is captured",[245,276,277],{},"Chat asks, and can hold off answering until it has critical fields",[245,279,280],{},"The form enforces required fields on submit; chat always answers freely",[229,282,283,286,296],{},[245,284,285],{},"Lead created",[245,287,288,289,292,293],{},"Lead type ",[209,290,291],{},"inbound_chat",", source ",[209,294,295],{},"Public Chat",[245,297,288,298,292,301],{},[209,299,300],{},"website_form",[209,302,181],{},[229,304,305,308,311],{},[245,306,307],{},"Offers",[245,309,310],{},"Configurable",[245,312,313],{},"Not offered on this page",[175,315,316],{},"The important behavioral difference is the third row. A web agent can withhold an answer until it gets a critical field. A Form Concierge never does that, because the form is where required capture happens — so the chat is free to be genuinely helpful while the visitor is still deciding whether to submit.",[218,318,320],{"id":319},"setup-at-a-glance","Setup at a glance",[322,323,324,328,331,334,337,344],"ol",{},[325,326,327],"li",{},"Create the Form Concierge and point it at a knowledge base.",[325,329,330],{},"Add your fields, deciding which appear on the form and which the concierge asks for later.",[325,332,333],{},"Write the headline, subtitle, submit label, and post-submit handoff message.",[325,335,336],{},"Add Q&A pairs for anything that needs a word-for-word answer.",[325,338,339,340,343],{},"Test the form and the drawer in the ",[179,341,342],{},"Test"," tab.",[325,345,346,347,350],{},"Restrict allowed domains, then copy the snippet from ",[179,348,349],{},"Deploy"," onto your page.",[218,352,354],{"id":353},"_1-create-a-form-concierge","1. Create a Form Concierge",[175,356,357,358,360,361,364],{},"Open ",[209,359,215],{}," in the admin navigation and click ",[179,362,363],{},"New Form Concierge",".",[223,366,367,377],{},[226,368,369],{},[229,370,371,374],{},[232,372,373],{},"Field",[232,375,376],{},"Notes",[240,378,379,389,399],{},[229,380,381,386],{},[245,382,383],{},[179,384,385],{},"Name",[245,387,388],{},"Internal name, shown in the Forms list. Required.",[229,390,391,396],{},[245,392,393],{},[179,394,395],{},"Form headline",[245,397,398],{},"The heading visitors see. Optional — if you leave it blank, the name is used.",[229,400,401,406],{},[245,402,403],{},[179,404,405],{},"Knowledge Base",[245,407,408,409,343],{},"Optional here, but the concierge can only answer from knowledge you give it. Pick one now or set it later on the ",[179,410,411],{},"Concierge",[175,413,414,415,418,419,343],{},"New forms are created with sensible defaults: a ",[179,416,417],{},"Submit"," button, a post-submit handoff message, auto-open chat on submit, and a right-side chat drawer. All of those are editable on the ",[179,420,421],{},"Form",[218,423,425],{"id":424},"_2-build-the-form","2. Build the form",[175,427,428,429,431],{},"Everything on the ",[179,430,421],{}," tab saves as you go — text fields save when you click out of them, switches and dropdowns save immediately.",[433,434,436],"h3",{"id":435},"copy-and-behavior","Copy and behavior",[223,438,439,449],{},[226,440,441],{},[229,442,443,446],{},[232,444,445],{},"Setting",[232,447,448],{},"What it does",[240,450,451,461,471,484,512,522],{},[229,452,453,458],{},[245,454,455],{},[179,456,457],{},"Headline",[245,459,460],{},"Heading on the form card. Falls back to the form's name.",[229,462,463,468],{},[245,464,465],{},[179,466,467],{},"Subtitle",[245,469,470],{},"Supporting line under the headline. Optional.",[229,472,473,478],{},[245,474,475],{},[179,476,477],{},"Submit button label",[245,479,480,481,483],{},"Button text. Reverts to ",[209,482,417],{}," if you clear it.",[229,485,486,491],{},[245,487,488],{},[179,489,490],{},"Chat drawer position",[245,492,493,494,496,497,500,501,504,505,508,509,364],{},"Which edge the ",[179,495,185],{}," handle and drawer open from: ",[179,498,499],{},"Right"," (default), ",[179,502,503],{},"Left",", ",[179,506,507],{},"Bottom",", or ",[179,510,511],{},"Top",[229,513,514,519],{},[245,515,516],{},[179,517,518],{},"Auto-open chat on submit",[245,520,521],{},"On by default. Opens the concierge with your handoff message the moment the form is submitted.",[229,523,524,529],{},[245,525,526],{},[179,527,528],{},"Post-submit chat message",[245,530,531],{},"The concierge's first message after submit. This is the handoff — treat it as the start of a conversation, not a receipt.",[433,533,535],{"id":534},"fields-and-where-they-live","Fields, and where they live",[175,537,538],{},"Fields are split into two sections, and choosing the section is the main decision you make on this tab.",[540,541,542,548],"ul",{},[325,543,544,547],{},[179,545,546],{},"On the form"," — fields visitors fill in before they submit. These render on the form card, and required ones are enforced on submit.",[325,549,550,553],{},[179,551,552],{},"Concierge can ask (not on form)"," — fields that never render on the form. Chat collects them later, in conversation.",[175,555,556,557,560],{},"Use the up and down arrows on each row to move a field between the two sections. ",[179,558,559],{},"Required"," toggles inline on form fields.",[175,562,563],{},"The section, along with the required flag, also sets how insistently the concierge pursues a field in chat:",[223,565,566,578],{},[226,567,568],{},[229,569,570,573,575],{},[232,571,572],{},"Section",[232,574,559],{},[232,576,577],{},"How chat treats it",[240,579,580,589,599],{},[229,581,582,584,586],{},[245,583,546],{},[245,585,559],{},[245,587,588],{},"Highest priority — asked first when still missing",[229,590,591,593,596],{},[245,592,546],{},[245,594,595],{},"Optional",[245,597,598],{},"Collected before anything gated on it",[229,600,601,604,607],{},[245,602,603],{},"Concierge can ask",[245,605,606],{},"—",[245,608,609],{},"Low priority — asked at a natural pause",[611,612,613,614,616],"tip",{},"Keep the visible form to the few fields you genuinely need in order to route the lead, and move everything else to ",[179,615,603],{},". The concierge asks one question at a time in conversation, which is far less intimidating than an eight-field form.",[433,618,620],{"id":619},"adding-a-field","Adding a field",[175,622,623,626],{},[179,624,625],{},"Add field"," on either section opens the editor.",[223,628,629,637],{},[226,630,631],{},[229,632,633,635],{},[232,634,373],{},[232,636,376],{},[240,638,639,653,662,689,702],{},[229,640,641,646],{},[245,642,643],{},[179,644,645],{},"Field label",[245,647,648,649,652],{},"What the visitor reads. The ",[179,650,651],{},"Field name"," is generated from this as you type.",[229,654,655,659],{},[245,656,657],{},[179,658,651],{},[245,660,661],{},"The key stored on the lead. Edit it if you want something specific — once you change it by hand, it stops following the label.",[229,663,664,669],{},[245,665,666],{},[179,667,668],{},"Type",[245,670,671,504,674,504,677,504,680,504,683,508,686,364],{},[179,672,673],{},"Text",[179,675,676],{},"Email",[179,678,679],{},"Phone",[179,681,682],{},"Number",[179,684,685],{},"Long text",[179,687,688],{},"Select",[229,690,691,696],{},[245,692,693],{},[179,694,695],{},"Select options",[245,697,698,699,701],{},"One option per line, or comma-separated. A ",[179,700,688],{}," field needs at least one option.",[229,703,704,709],{},[245,705,706],{},[179,707,708],{},"Required on form",[245,710,711],{},"Only for fields on the form. On by default when you add a form field.",[175,713,714],{},"Use the pencil icon to edit a field later, and the trash icon to remove it.",[218,716,718],{"id":717},"_3-set-up-the-concierge","3. Set up the concierge",[175,720,721,722,724],{},"The ",[179,723,411],{}," tab controls the chat side.",[223,726,727,735],{},[226,728,729],{},[229,730,731,733],{},[232,732,445],{},[232,734,376],{},[240,736,737,750,760],{},[229,738,739,744],{},[245,740,741],{},[179,742,743],{},"Welcome message",[245,745,746,747,749],{},"The first thing shown when a visitor pulls the ",[179,748,185],{}," handle open, before they say anything.",[229,751,752,757],{},[245,753,754],{},[179,755,756],{},"System prompt",[245,758,759],{},"How the concierge should behave — tone, boundaries, what to steer toward.",[229,761,762,766],{},[245,763,764],{},[179,765,405],{},[245,767,768],{},"Where answers come from.",[175,770,771,772,776,777,780,781,784],{},"The same division of labor as any agent applies: the system prompt is for ",[773,774,775],"em",{},"behavior",", the knowledge base is for ",[773,778,779],{},"facts",", and Q&A pairs are for wording you cannot let drift. See ",[782,783,88],"a",{"href":89}," for getting content indexed.",[218,786,788],{"id":787},"_4-qa-pairs","4. Q&A pairs",[175,790,721,791,794,795,797],{},[179,792,793],{},"Q&A Pairs"," tab manages verbatim answers for this concierge — the same mechanism described in ",[782,796,68],{"href":69},", available here so you can maintain them without leaving the form.",[175,799,800,801,804,805,808,809,812],{},"Each pair has a ",[179,802,803],{},"Question",", an ",[179,806,807],{},"Answer",", and optional ",[179,810,811],{},"Keywords"," (comma- or newline-separated). Use the pencil icon to edit an existing pair and the trash icon to delete it.",[175,814,815],{},"A pair wins over a generated answer when the visitor's message exactly matches the question, matches one of your keywords, or is a strong paraphrase of the question. Matching is deliberately conservative, so a loosely related question will not trigger a compliance or policy answer by accident.",[611,817,818,819,822],{},"Bare domains, URLs, and email addresses in your answers become clickable automatically, in both the embedded form and the Test tab. Write ",[209,820,821],{},"example.com"," and it will link — you do not need markdown link syntax.",[218,824,826],{"id":825},"_5-test-it","5. Test it",[175,828,721,829,831,832,834,835,838],{},[179,830,342],{}," tab renders the real form and the real drawer: fill in fields, pull the ",[179,833,185],{}," handle, submit, and watch the handoff. ",[179,836,837],{},"Reset test"," clears the form, the chat, and the test conversation.",[840,841,842,845,846,849],"warning",{},[179,843,844],{},"Test submissions create real records."," Submitting from the Test tab runs the same flow as a live visitor and creates an actual Lead and Conversation in your workspace. The lead's notes are marked as a ",[209,847,848],{},"Form Concierge TEST submission",", so you can find and clean them up, but they are not simulated. Use throwaway values, and delete the leads afterward if you test repeatedly.",[175,851,852],{},"The Test tab mirrors live behavior with two intentional differences: it skips the allowed-domains check, so you can test before your site is configured, and it does not use the returning-visitor memory that the public embed keeps in the browser. State is preserved only within the current test conversation.",[218,854,856],{"id":855},"_6-deploy","6. Deploy",[433,858,860],{"id":859},"settings","Settings",[223,862,863,871],{},[226,864,865],{},[229,866,867,869],{},[232,868,445],{},[232,870,376],{},[240,872,873,887,904,918,928,938],{},[229,874,875,880],{},[245,876,877],{},[179,878,879],{},"Mount element id",[245,881,882,883,886],{},"The id of the div the form renders into. Defaults to ",[209,884,885],{},"youex-form-concierge",". The snippet includes this div for you.",[229,888,889,894],{},[245,890,891],{},[179,892,893],{},"Width",[245,895,896,897,900,901,364],{},"Form width, for example ",[209,898,899],{},"640px"," or ",[209,902,903],{},"100%",[229,905,906,915],{},[245,907,908,911,912],{},[179,909,910],{},"Primary color"," \u002F ",[179,913,914],{},"Secondary color",[245,916,917],{},"Brand colors for the form and chat.",[229,919,920,925],{},[245,921,922],{},[179,923,924],{},"Chat background",[245,926,927],{},"Background of the chat drawer.",[229,929,930,935],{},[245,931,932],{},[179,933,934],{},"Chat font size (px)",[245,936,937],{},"Between 12 and 24.",[229,939,940,945],{},[245,941,942],{},[179,943,944],{},"Allowed domains",[245,946,947],{},"Comma-separated list of sites permitted to load and submit this form.",[175,949,950,953,954,956,957,959],{},[179,951,952],{},"Visitor preview"," gives you a rough sense of the layout. It always draws the drawer on the right regardless of your ",[179,955,490],{}," setting — use the ",[179,958,342],{}," tab to check the real position.",[433,961,963],{"id":962},"the-snippet","The snippet",[175,965,966,967,970],{},"Unlike a web agent snippet, the form snippet is ",[179,968,969],{},"paste-once",": it includes the mount div, so the whole block goes wherever you want the form to appear on the page.",[972,973,978],"pre",{"className":974,"code":975,"language":976,"meta":977,"style":977},"language-html shiki shiki-themes material-theme-lighter material-theme material-theme-palenight","\u003C!-- YouEx.ai Chat Widget -->\n\u003Cdiv id=\"youex-form-concierge\">\u003C\u002Fdiv>\n\u003Cscript src=\"https:\u002F\u002Fengage.youex.ai\u002Fembed\u002Fyouex-widget.js?v=1.1.13\">\u003C\u002Fscript>\n\u003Cscript>\n  YouExWidget.create({\n    agentId: \"YOUR_FORM_ID\",\n    apiBaseUrl: \"https:\u002F\u002Fengage.youex.ai\",\n    position: \"bottom-right\",\n    placement: \"hero\",\n    width: \"640px\",\n    height: \"640px\",\n    launcherStyle: \"icon\",\n    mountId: \"youex-form-concierge\",\n    chatBackgroundColor: \"#ffffff\",\n    chatAccentColor: \"#e5e7eb\",\n    promptTheme: \"dark\",\n    heroMaxHeight: \"\",\n    launcherText: \"Ask me anything...\",\n    launcherTextSizePx: 28,\n    promptTextColor: \"\"\n  });\n\u003C\u002Fscript>\n","html","",[209,979,980,989,1023,1049,1058,1077,1097,1114,1131,1148,1164,1180,1197,1213,1230,1247,1264,1277,1294,1308,1319,1331],{"__ignoreMap":977},[981,982,985],"span",{"class":983,"line":984},"line",1,[981,986,988],{"class":987},"sHwdD","\u003C!-- YouEx.ai Chat Widget -->\n",[981,990,992,996,1000,1004,1007,1010,1013,1015,1018,1020],{"class":983,"line":991},2,[981,993,995],{"class":994},"sMK4o","\u003C",[981,997,999],{"class":998},"swJcz","div",[981,1001,1003],{"class":1002},"spNyl"," id",[981,1005,1006],{"class":994},"=",[981,1008,1009],{"class":994},"\"",[981,1011,885],{"class":1012},"sfazB",[981,1014,1009],{"class":994},[981,1016,1017],{"class":994},">\u003C\u002F",[981,1019,999],{"class":998},[981,1021,1022],{"class":994},">\n",[981,1024,1026,1028,1031,1034,1036,1038,1041,1043,1045,1047],{"class":983,"line":1025},3,[981,1027,995],{"class":994},[981,1029,1030],{"class":998},"script",[981,1032,1033],{"class":1002}," src",[981,1035,1006],{"class":994},[981,1037,1009],{"class":994},[981,1039,1040],{"class":1012},"https:\u002F\u002Fengage.youex.ai\u002Fembed\u002Fyouex-widget.js?v=1.1.13",[981,1042,1009],{"class":994},[981,1044,1017],{"class":994},[981,1046,1030],{"class":998},[981,1048,1022],{"class":994},[981,1050,1052,1054,1056],{"class":983,"line":1051},4,[981,1053,995],{"class":994},[981,1055,1030],{"class":998},[981,1057,1022],{"class":994},[981,1059,1061,1065,1067,1071,1074],{"class":983,"line":1060},5,[981,1062,1064],{"class":1063},"sTEyZ","  YouExWidget",[981,1066,364],{"class":994},[981,1068,1070],{"class":1069},"s2Zo4","create",[981,1072,1073],{"class":1063},"(",[981,1075,1076],{"class":994},"{\n",[981,1078,1080,1083,1086,1089,1092,1094],{"class":983,"line":1079},6,[981,1081,1082],{"class":998},"    agentId",[981,1084,1085],{"class":994},":",[981,1087,1088],{"class":994}," \"",[981,1090,1091],{"class":1012},"YOUR_FORM_ID",[981,1093,1009],{"class":994},[981,1095,1096],{"class":994},",\n",[981,1098,1100,1103,1105,1107,1110,1112],{"class":983,"line":1099},7,[981,1101,1102],{"class":998},"    apiBaseUrl",[981,1104,1085],{"class":994},[981,1106,1088],{"class":994},[981,1108,1109],{"class":1012},"https:\u002F\u002Fengage.youex.ai",[981,1111,1009],{"class":994},[981,1113,1096],{"class":994},[981,1115,1117,1120,1122,1124,1127,1129],{"class":983,"line":1116},8,[981,1118,1119],{"class":998},"    position",[981,1121,1085],{"class":994},[981,1123,1088],{"class":994},[981,1125,1126],{"class":1012},"bottom-right",[981,1128,1009],{"class":994},[981,1130,1096],{"class":994},[981,1132,1134,1137,1139,1141,1144,1146],{"class":983,"line":1133},9,[981,1135,1136],{"class":998},"    placement",[981,1138,1085],{"class":994},[981,1140,1088],{"class":994},[981,1142,1143],{"class":1012},"hero",[981,1145,1009],{"class":994},[981,1147,1096],{"class":994},[981,1149,1151,1154,1156,1158,1160,1162],{"class":983,"line":1150},10,[981,1152,1153],{"class":998},"    width",[981,1155,1085],{"class":994},[981,1157,1088],{"class":994},[981,1159,899],{"class":1012},[981,1161,1009],{"class":994},[981,1163,1096],{"class":994},[981,1165,1167,1170,1172,1174,1176,1178],{"class":983,"line":1166},11,[981,1168,1169],{"class":998},"    height",[981,1171,1085],{"class":994},[981,1173,1088],{"class":994},[981,1175,899],{"class":1012},[981,1177,1009],{"class":994},[981,1179,1096],{"class":994},[981,1181,1183,1186,1188,1190,1193,1195],{"class":983,"line":1182},12,[981,1184,1185],{"class":998},"    launcherStyle",[981,1187,1085],{"class":994},[981,1189,1088],{"class":994},[981,1191,1192],{"class":1012},"icon",[981,1194,1009],{"class":994},[981,1196,1096],{"class":994},[981,1198,1200,1203,1205,1207,1209,1211],{"class":983,"line":1199},13,[981,1201,1202],{"class":998},"    mountId",[981,1204,1085],{"class":994},[981,1206,1088],{"class":994},[981,1208,885],{"class":1012},[981,1210,1009],{"class":994},[981,1212,1096],{"class":994},[981,1214,1216,1219,1221,1223,1226,1228],{"class":983,"line":1215},14,[981,1217,1218],{"class":998},"    chatBackgroundColor",[981,1220,1085],{"class":994},[981,1222,1088],{"class":994},[981,1224,1225],{"class":1012},"#ffffff",[981,1227,1009],{"class":994},[981,1229,1096],{"class":994},[981,1231,1233,1236,1238,1240,1243,1245],{"class":983,"line":1232},15,[981,1234,1235],{"class":998},"    chatAccentColor",[981,1237,1085],{"class":994},[981,1239,1088],{"class":994},[981,1241,1242],{"class":1012},"#e5e7eb",[981,1244,1009],{"class":994},[981,1246,1096],{"class":994},[981,1248,1250,1253,1255,1257,1260,1262],{"class":983,"line":1249},16,[981,1251,1252],{"class":998},"    promptTheme",[981,1254,1085],{"class":994},[981,1256,1088],{"class":994},[981,1258,1259],{"class":1012},"dark",[981,1261,1009],{"class":994},[981,1263,1096],{"class":994},[981,1265,1267,1270,1272,1275],{"class":983,"line":1266},17,[981,1268,1269],{"class":998},"    heroMaxHeight",[981,1271,1085],{"class":994},[981,1273,1274],{"class":994}," \"\"",[981,1276,1096],{"class":994},[981,1278,1280,1283,1285,1287,1290,1292],{"class":983,"line":1279},18,[981,1281,1282],{"class":998},"    launcherText",[981,1284,1085],{"class":994},[981,1286,1088],{"class":994},[981,1288,1289],{"class":1012},"Ask me anything...",[981,1291,1009],{"class":994},[981,1293,1096],{"class":994},[981,1295,1297,1300,1302,1306],{"class":983,"line":1296},19,[981,1298,1299],{"class":998},"    launcherTextSizePx",[981,1301,1085],{"class":994},[981,1303,1305],{"class":1304},"sbssI"," 28",[981,1307,1096],{"class":994},[981,1309,1311,1314,1316],{"class":983,"line":1310},20,[981,1312,1313],{"class":998},"    promptTextColor",[981,1315,1085],{"class":994},[981,1317,1318],{"class":994}," \"\"\n",[981,1320,1322,1325,1328],{"class":983,"line":1321},21,[981,1323,1324],{"class":994},"  }",[981,1326,1327],{"class":1063},")",[981,1329,1330],{"class":994},";\n",[981,1332,1334,1337,1339],{"class":983,"line":1333},22,[981,1335,1336],{"class":994},"\u003C\u002F",[981,1338,1030],{"class":998},[981,1340,1022],{"class":994},[175,1342,1343,1344,1346],{},"Copy the real snippet from the ",[179,1345,349],{}," tab rather than adapting this example — it carries your form's id, colors, and mount id.",[175,1348,1349],{},"The form sizes itself to your layout, and it does not inherit your page's text styling: alignment, capitalization, and letter spacing from a surrounding hero or centered section will not distort the form's labels.",[433,1351,944],{"id":1352},"allowed-domains",[840,1354,1355,1358],{},[179,1356,1357],{},"An empty Allowed domains list allows every origin."," Fill it in before you go live, or anyone can embed your form on their own site and post submissions into your CRM.",[175,1360,1361],{},"How entries are matched:",[223,1363,1364,1374],{},[226,1365,1366],{},[229,1367,1368,1371],{},[232,1369,1370],{},"Entry",[232,1372,1373],{},"Matches",[240,1375,1376,1393,1410],{},[229,1377,1378,1382],{},[245,1379,1380],{},[209,1381,821],{},[245,1383,1384,1386,1387,1389,1390],{},[209,1385,821],{}," only — ",[179,1388,206],{}," ",[209,1391,1392],{},"www.example.com",[229,1394,1395,1400],{},[245,1396,1397],{},[209,1398,1399],{},"*.example.com",[245,1401,1402,1404,1405,900,1407],{},[209,1403,821],{}," and any subdomain, such as ",[209,1406,1392],{},[209,1408,1409],{},"app.example.com",[229,1411,1412,1417],{},[245,1413,1414],{},[209,1415,1416],{},"https:\u002F\u002Fexample.com",[245,1418,1419],{},"That exact origin, including scheme",[175,1421,1422,1423,1426,1427,1430,1431,1433,1434,1436],{},"A blocked page gets a ",[209,1424,1425],{},"403"," with ",[209,1428,1429],{},"Origin not allowed for this agent",". If your form works on ",[209,1432,821],{}," but not ",[209,1435,1392],{},", this is why — use the wildcard form.",[433,1438,1440],{"id":1439},"content-security-policy","Content Security Policy",[175,1442,1443,1444,364],{},"If the host page sends a Content Security Policy, allow YouEx in that policy or the snippet will not run. Full directive table: ",[782,1445,1447],{"href":1446},"\u002Fadministrator-guide\u002Fagent-configuration#content-security-policy","Agent Configuration → Content Security Policy",[175,1449,1450],{},"Minimum for a form with chat:",[972,1452,1457],{"className":1453,"code":1455,"language":1456,"meta":977},[1454],"language-text","script-src  https:\u002F\u002Fengage.youex.ai https:\u002F\u002Fyouex.ai\nconnect-src https:\u002F\u002Fengage.youex.ai https:\u002F\u002Fyouex.ai\n","text",[209,1458,1455],{"__ignoreMap":977},[175,1460,1461,1462,1465],{},"If the form has a ",[179,1463,1464],{},"PDF"," (file) field, the browser uploads to S3 after YouEx presigns the request. Also add:",[972,1467,1470],{"className":1468,"code":1469,"language":1456,"meta":977},[1454],"https:\u002F\u002Fyouex-engage-workspace-private.s3.us-east-1.amazonaws.com\nhttps:\u002F\u002F*.s3.us-east-1.amazonaws.com\n",[209,1471,1469],{"__ignoreMap":977},[175,1473,1474,1475,1478,1479,1482],{},"to ",[209,1476,1477],{},"connect-src",". Without those hosts, ",[179,1480,1481],{},"Choose file"," looks fine and the upload fails. That is a host CSP (or S3 CORS) issue, not an Allowed domains issue.",[218,1484,1486],{"id":1485},"what-happens-when-a-visitor-submits","What happens when a visitor submits",[322,1488,1489,1496,1511,1517,1524],{},[325,1490,1491,1492,1495],{},"Only the fields ",[179,1493,1494],{},"on the form"," are validated. Required ones must be filled, and each value must match its field type.",[325,1497,177,1498,1501,1502,1504,1505,1507,1508,1510],{},[179,1499,1500],{},"Lead"," is created or updated, with lead type ",[209,1503,300],{}," and source ",[209,1506,181],{},". It appears in the CRM like any other lead — see ",[782,1509,56],{"href":57},". Filtering on that source is the cleanest way to see what a form is producing.",[325,1512,177,1513,1516],{},[179,1514,1515],{},"Conversation"," is created, or the pre-submit chat conversation is reused, so a visitor who chatted first does not end up split across two threads.",[325,1518,1519,1520,1523],{},"The submitted values are recorded as ",[179,1521,1522],{},"trusted"," — they came from a real submit rather than from the browser — and are used for personalization and for anything gated on collected info.",[325,1525,1526,1527,1529,1530,1532],{},"Your ",[179,1528,528],{}," is posted, and the drawer opens if ",[179,1531,518],{}," is on.",[175,1534,1535],{},"Two things worth knowing:",[540,1537,1538,1544],{},[325,1539,1540,1543],{},[179,1541,1542],{},"Opening Help is not submitting."," A visitor can chat as long as they like without the form counting as submitted. Chat may still create a lead from what they share, as a normal chat lead.",[325,1545,1546,1549],{},[179,1547,1548],{},"A duplicate submit is harmless."," Re-submitting the same conversation succeeds without posting the handoff message twice.",[218,1551,1553],{"id":1552},"what-visitors-see","What visitors see",[175,1555,721,1556,1558,1559,1562],{},[179,1557,185],{}," handle sits on the edge you configured and is the only control in the form's chrome — it opens the drawer when closed and closes it when open. Clicking the dimmed area over the form dismisses the drawer too, as does the ",[209,1560,1561],{},"Escape"," key. Side drawers cover part of the form and leave the rest visible; top and bottom drawers cover roughly two-thirds of its height. The form itself never moves.",[175,1564,1565],{},[193,1566],{"alt":1567,"src":1568},"The Help drawer open over the form, with the form dimmed but still visible behind it","\u002Fadministrator-guide\u002Fform-concierge\u002Fhelp-drawer-open.jpg",[175,1570,1571],{},"Because the form stays put behind the drawer, a visitor can open Help mid-way through filling it in, get an answer, and close it without losing what they typed.",[433,1573,1575],{"id":1574},"chat-fills-in-the-form","Chat fills in the form",[175,1577,1578],{},"When the concierge collects something in chat that also appears on the form, it writes the value into the visible field, so a visitor is never asked the same thing twice.",[175,1580,1581],{},"The rules are conservative:",[540,1583,1584,1587,1590],{},[325,1585,1586],{},"Anything the visitor already typed is left alone.",[325,1588,1589],{},"A value that fails its field's own validation is skipped, rather than dropped into the input for the visitor to fix.",[325,1591,1592,1594,1595,364],{},[179,1593,688],{}," values resolve back to your configured option regardless of casing — \"demo\" fills in ",[209,1596,1597],{},"Demo",[175,1599,1600],{},"This is a convenience only. Values painted into the form still have to pass validation on submit like anything else.",[218,1602,1604],{"id":1603},"limits-and-validation","Limits and validation",[433,1606,1608],{"id":1607},"field-validation","Field validation",[223,1610,1611,1620],{},[226,1612,1613],{},[229,1614,1615,1617],{},[232,1616,668],{},[232,1618,1619],{},"Accepted",[240,1621,1622,1631,1640,1649,1658],{},[229,1623,1624,1628],{},[245,1625,1626],{},[179,1627,676],{},[245,1629,1630],{},"A valid address; stored lowercased",[229,1632,1633,1637],{},[245,1634,1635],{},[179,1636,679],{},[245,1638,1639],{},"7–15 digits, ignoring spaces, dashes, and parentheses",[229,1641,1642,1646],{},[245,1643,1644],{},[179,1645,682],{},[245,1647,1648],{},"A number; commas are ignored",[229,1650,1651,1655],{},[245,1652,1653],{},[179,1654,688],{},[245,1656,1657],{},"One of the configured options",[229,1659,1660,1666],{},[245,1661,1662,911,1664],{},[179,1663,673],{},[179,1665,685],{},[245,1667,1668],{},"Any non-empty value",[175,1670,1671,1672,1675,1676,364],{},"Visitors see ",[209,1673,1674],{},"Please fill in all required fields."," for empty required fields. Values that fail a type check come back from the server as ",[209,1677,1678],{},"Invalid form field values",[433,1680,1682],{"id":1681},"chat-and-rate-limits","Chat and rate limits",[223,1684,1685,1695],{},[226,1686,1687],{},[229,1688,1689,1692],{},[232,1690,1691],{},"Limit",[232,1693,1694],{},"Value",[240,1696,1697,1705,1713,1721],{},[229,1698,1699,1702],{},[245,1700,1701],{},"Message length",[245,1703,1704],{},"2,000 characters",[229,1706,1707,1710],{},[245,1708,1709],{},"Conversation history sent per turn",[245,1711,1712],{},"20 messages, 8,000 characters",[229,1714,1715,1718],{},[245,1716,1717],{},"Form submits",[245,1719,1720],{},"20 per minute, per visitor IP and form",[229,1722,1723,1726],{},[245,1724,1725],{},"Chat messages",[245,1727,1728],{},"10 per minute, per visitor IP and form",[218,1730,1732],{"id":1731},"best-practices","Best practices",[540,1734,1735,1740,1746,1749,1752,1755],{},[325,1736,1737,1738,364],{},"Put no more than three or four fields on the form, and move the rest to ",[179,1739,603],{},[325,1741,1742,1743,1745],{},"Make the ",[179,1744,528],{}," open a door: \"Want me to walk you through pricing while you're here?\" beats \"Thanks, we'll be in touch.\"",[325,1747,1748],{},"Add Q&A pairs for the objections and policy questions that come up before someone is willing to submit. Those are exactly the questions a form alone loses.",[325,1750,1751],{},"Put the form on the page where the intent is, not only on a generic contact page.",[325,1753,1754],{},"Test on staging with allowed domains set, in a real browser, before going live.",[325,1756,1757,1758,364],{},"Review real conversations afterward and fold recurring questions back into knowledge or Q&A pairs — see ",[782,1759,104],{"href":105},[218,1761,1763],{"id":1762},"troubleshooting","Troubleshooting",[223,1765,1766,1776],{},[226,1767,1768],{},[229,1769,1770,1773],{},[232,1771,1772],{},"Symptom",[232,1774,1775],{},"What to check",[240,1777,1778,1804,1822,1839,1862,1872,1880,1891,1902,1910,1918,1932,1942,1953],{},[229,1779,1780,1783],{},[245,1781,1782],{},"Form does not appear",[245,1784,1785,1786,1789,1790,1792,1793,1796,1797,1799,1800,1803],{},"The snippet's ",[209,1787,1788],{},"\u003Cdiv>"," is present and its id matches ",[179,1791,879],{},"; the script loaded; the page origin is allowed; ",[209,1794,1795],{},"script-src"," allows ",[209,1798,1109],{}," (see ",[782,1801,1802],{"href":1446},"CSP",").",[229,1805,1806,1810],{},[245,1807,1808],{},[209,1809,1429],{},[245,1811,1812,1813,1815,1816,1818,1819,364],{},"Add the site to ",[179,1814,944],{},", using ",[209,1817,1399],{}," if you serve from a subdomain such as ",[209,1820,1821],{},"www",[229,1823,1824,1827],{},[245,1825,1826],{},"Chat or submit never leaves the browser",[245,1828,1829,1830,1832,1833,1835,1836,364],{},"Host ",[209,1831,1477],{}," must allow ",[209,1834,1109],{}," and ",[209,1837,1838],{},"https:\u002F\u002Fyouex.ai",[229,1840,1841,1847],{},[245,1842,1843,1844,1846],{},"PDF ",[179,1845,1481],{}," works, upload fails",[245,1848,1849,1832,1851,1835,1854,1857,1858,1861],{},[209,1850,1477],{},[209,1852,1853],{},"https:\u002F\u002Fyouex-engage-workspace-private.s3.us-east-1.amazonaws.com",[209,1855,1856],{},"https:\u002F\u002F*.s3.us-east-1.amazonaws.com",". Also confirm the S3 bucket CORS allows ",[209,1859,1860],{},"PUT"," from this page origin.",[229,1863,1864,1869],{},[245,1865,1866,1867],{},"Works on the apex domain but not on ",[209,1868,1821],{},[245,1870,1871],{},"Bare entries match one host exactly. Use the wildcard form.",[229,1873,1874,1877],{},[245,1875,1876],{},"Form loads but submit fails",[245,1878,1879],{},"Read the error text: either missing required fields, or a value failing its field type (email, phone, number, select).",[229,1881,1882,1885],{},[245,1883,1884],{},"Submissions stop working suddenly",[245,1886,1887,1888,364],{},"The form's agent is inactive, or the workspace subscription is no longer active — both return ",[209,1889,1890],{},"Agent is not active",[229,1892,1893,1896],{},[245,1894,1895],{},"Concierge will not answer questions",[245,1897,1898,1899,1901],{},"No knowledge base is linked on the ",[179,1900,411],{}," tab, or the content is not indexed yet.",[229,1903,1904,1907],{},[245,1905,1906],{},"Concierge answers, but with the wrong wording",[245,1908,1909],{},"Add a Q&A pair for that question so the answer cannot drift.",[229,1911,1912,1915],{},[245,1913,1914],{},"Chat answers are vague about your product",[245,1916,1917],{},"That is a knowledge gap, not a prompt problem. Add the source content to the knowledge base.",[229,1919,1920,1923],{},[245,1921,1922],{},"Handle is on the wrong edge",[245,1924,1925,1926,1928,1929,1931],{},"Set ",[179,1927,490],{},". Ignore the Deploy tab's ",[179,1930,952],{},", which always shows a right drawer.",[229,1933,1934,1937],{},[245,1935,1936],{},"Chat does not open after submit",[245,1938,1939,1941],{},[179,1940,518],{}," is off.",[229,1943,1944,1947],{},[245,1945,1946],{},"Unexpected test leads in the CRM",[245,1948,1949,1950,1952],{},"Test-tab submits create real leads, marked ",[209,1951,848],{}," in the lead notes.",[229,1954,1955,1958],{},[245,1956,1957],{},"Labels look centered or uppercased on your site",[245,1959,1960],{},"Refresh the embed script — current versions isolate the form from the host page's text styling.",[1962,1963,1964],"style",{},"html pre.shiki code .sHwdD, html code.shiki .sHwdD{--shiki-light:#90A4AE;--shiki-light-font-style:italic;--shiki-default:#546E7A;--shiki-default-font-style:italic;--shiki-dark:#676E95;--shiki-dark-font-style:italic}html pre.shiki code .sMK4o, html code.shiki .sMK4o{--shiki-light:#39ADB5;--shiki-default:#89DDFF;--shiki-dark:#89DDFF}html pre.shiki code .swJcz, html code.shiki .swJcz{--shiki-light:#E53935;--shiki-default:#F07178;--shiki-dark:#F07178}html pre.shiki code .spNyl, html code.shiki .spNyl{--shiki-light:#9C3EDA;--shiki-default:#C792EA;--shiki-dark:#C792EA}html pre.shiki code .sfazB, html code.shiki .sfazB{--shiki-light:#91B859;--shiki-default:#C3E88D;--shiki-dark:#C3E88D}html pre.shiki code .sTEyZ, html code.shiki .sTEyZ{--shiki-light:#90A4AE;--shiki-default:#EEFFFF;--shiki-dark:#BABED8}html pre.shiki code .s2Zo4, html code.shiki .s2Zo4{--shiki-light:#6182B8;--shiki-default:#82AAFF;--shiki-dark:#82AAFF}html pre.shiki code .sbssI, html code.shiki .sbssI{--shiki-light:#F76D47;--shiki-default:#F78C6C;--shiki-dark:#F78C6C}html .light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html.light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}html.dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}",{"title":977,"searchDepth":991,"depth":991,"links":1966},[1967,1968,1969,1970,1975,1976,1977,1978,1984,1985,1988,1992,1993],{"id":220,"depth":991,"text":221},{"id":319,"depth":991,"text":320},{"id":353,"depth":991,"text":354},{"id":424,"depth":991,"text":425,"children":1971},[1972,1973,1974],{"id":435,"depth":1025,"text":436},{"id":534,"depth":1025,"text":535},{"id":619,"depth":1025,"text":620},{"id":717,"depth":991,"text":718},{"id":787,"depth":991,"text":788},{"id":825,"depth":991,"text":826},{"id":855,"depth":991,"text":856,"children":1979},[1980,1981,1982,1983],{"id":859,"depth":1025,"text":860},{"id":962,"depth":1025,"text":963},{"id":1352,"depth":1025,"text":944},{"id":1439,"depth":1025,"text":1440},{"id":1485,"depth":991,"text":1486},{"id":1552,"depth":991,"text":1553,"children":1986},[1987],{"id":1574,"depth":1025,"text":1575},{"id":1603,"depth":991,"text":1604,"children":1989},[1990,1991],{"id":1607,"depth":1025,"text":1608},{"id":1681,"depth":1025,"text":1682},{"id":1731,"depth":991,"text":1732},{"id":1762,"depth":991,"text":1763},"Build an embedded form with a built-in chat concierge that answers questions before submit and keeps the conversation going after it.","md",null,{},true,{"title":76,"description":1994},"xzb9iievbPE37y0DR213b987XiglZNBuzorHQB7bg1g",[2002,2004],{"title":72,"path":73,"stem":74,"description":2003,"children":-1},"Enable and configure Beckons so your web agent can invite visitors to chat with page-specific proactive messages.",{"title":80,"path":81,"stem":82,"description":2005,"children":-1},"Connect YouEx.ai to Slack so your team can search CRM records, edit leads, and receive high-intent lead alerts in channel.",1787674803195]