Navigate to your Agent
Go to Agents and select the Agent you want to embed. Click Edit to open the Agent settings.

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.

Set the display name
Enter the Agent Display Name that visitors will see in the embedded chat widget.

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.

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

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


- Modal — a floating button that opens the chat as an overlay, best when you want to offer help without taking up permanent space


Next steps
Agents overview
Learn more about creating and configuring Agents.
Deploy via API
Build a custom integration using the Cassidy API.



