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Embed your Agent on any website so visitors or team members can chat with it without leaving the page. Choose between a static iframe that’s always visible or a floating modal that opens on click.
1

Navigate to your Agent

Go to Agents and select the Agent you want to embed. Click Edit to open the Agent settings.
Agents page showing the list of available Agents
2

Open the Deployments tab

Navigate to the Deployments tab in your Agent’s settings.
Agent settings with the Deployments tab selected
Deployments tab showing embed configuration options
3

Enable embedded chat

Toggle on Enable Embedded Chat Deployment.
Embedded Chat Deployment toggle switched on
4

Whitelist your domains

Click Add Whitelisted Domain to specify which website domains are allowed to embed the Agent. You can add multiple domains and remove them as needed.
Whitelisted domains section with the Add Whitelisted Domain button
5

Set the display name

Enter the Agent Display Name that visitors will see in the embedded chat widget.
Agent Display Name field in the embed configuration
6

Configure the first message

Enter the First Message that greets visitors when they open the chat. Use this to welcome users or prompt them to ask a question.
First Message field for setting the chat greeting
7

Choose the reference mode

Select the appropriate Reference Mode for your use case:
  • Disable References — no citations shown in responses
  • Public Sources Only — only links to publicly accessible sources
  • Include All References (default) — all citations shown, but users need permissions to view private documents
  • Generate Public Links — creates public URLs for cited documents
Reference Mode dropdown showing the four available options
Generate Public Links can expose sensitive information. Only use this option if your Agent does not have access to private documents.
8

Save your settings

Click Save Settings to apply your configuration.
9

Choose your embed format

In the Embed Code section, choose between two formats:
  • Static IFrame — the chat component is always visible on the page, ideal for support pages or help centers
Static IFrame embed code snippet
Preview of the static iframe embedded chat on a sample website
  • Modal — a floating button that opens the chat as an overlay, best when you want to offer help without taking up permanent space
Modal embed code snippet
Preview of the modal chat overlay on a sample website
10

Add the code to your website

Copy the embed code and paste it into your website’s HTML where you want the chat to appear. If you’re using a website builder, add it to a custom HTML block.
Embed code being added to a website's HTML
Test the embed on a staging environment before deploying to production. Click Preview in Cassidy to see what the embedded chat looks like before publishing.

Next steps

Agents overview

Learn more about creating and configuring Agents.

Deploy via API

Build a custom integration using the Cassidy API.