Creating a widget
Create a new chat widget in Informly by picking a project, layout, theme, and behavior, then land on the configuration page to refine the details.
Creating a widget is fast — name, project, layout, a few colors, save. The real work happens after you save, on the widget detail page, where you tune the persona, attach skills, and configure security. This page covers the create form and what you'll see immediately after.
You'll need a project to put the widget in. If you don't have one yet, create one first so the new widget has documents to answer from.
Creating the widget
Open the new-widget form
From the sidebar, go to Widgets → New widget.
Fill in the basics
Enter a name that's obvious in dropdowns ("Acme Marketing Bubble") and a one-line description so teammates know what surface it's for. Pick the project that holds the documents the widget should answer from.
Pick a layout
Choose how the widget renders on the page:
| Layout | When to use it |
|---|---|
chat_bubble | Floating launcher in the corner — works for marketing sites and most apps |
side_panel | Persistent panel slides in from the side, stays mounted while users browse |
inline_embed | Renders inside a <div id="informly-widget"> you place yourself |
fullscreen | Takes over the whole page, good for a dedicated support route |
See Embedding for the markup each layout expects.
Set the theme
Pick a primary color, accent color, and text color. These drive the launcher, the chat bubbles, and the buttons inside the panel. You can come back and fine-tune these on the Appearance tab later.
Pick a launcher style
Choose the icon and position for the floating launcher (chat bubble layout only). The form previews the launcher as you change it.
Configure behavior
Decide whether the widget should auto-open after a delay and whether to go fullscreen on mobile. Both can be changed later.
Save
Click Create widget. Informly drops you on the widget detail page with a freshly generated public key.
The live preview
While you're filling in the form, the right half of the screen shows a working preview that updates as you change colors, launcher style, or behavior. Click the launcher to open the panel — even though the widget hasn't been saved yet, the preview gives you a reliable sense of what visitors will see.
The preview uses placeholder content until you attach documents to the project. To test real answers, save the widget first, then use the public preview URL described in Embedding.
What you land on
After creating, you're on the widget detail page. The tabs across the top are:
- Config — what you just filled in, plus more options
- Documents — read-only list of documents inherited from the project
- Persona — assistant name, tone, role
- Voice — voice agent settings
- Skills — toggle marketplace skills for this widget
- Training — manual Q&A and answer tuning
- Handoff — human escalation rules
- Notifications — Slack, Discord, email alerts
- Interactions — conversation log
- Analytics — quality and cost metrics
- Actions — webhooks and CRM sync
- Campaigns — proactive outbound messages
- Security — origins, PII masking, rate limits
Each of those tabs has its own page in this section.
A sensible first widget
For your first widget, stay simple:
- Chat bubble layout
- Default theme colors
- One project, one or two documents attached
- Default persona
Embed it, ask a handful of real questions, and confirm the answers are accurate before you start customizing. It's much easier to debug a bare widget than one with five custom skills and a tuned persona.