Deploy a Marketing Agent

Use the Deploy tab to add your agent to a website, share it as a standalone page, or control who can access it.

Open the Deploy Tab

1. Open Marketing Agent Configuration.

2. Select the agent you want to deploy.

3. Select Deploy.

Choose where and how people can access the agent

Choose a Deployment Method

Add the Agent to Your Website

1. Expand Add widget to your domain or page.

2. Select Copy Script.

3. Add the script to your website, or select Email to Web Admin to send the installation instructions to the person who manages your site.

For detailed installation steps, see:

• Installing the Widget with Google Tag Manager

• Installing the Widget Directly in Website HTML

Share a Standalone Page

Use Standalone Page when you want a link to a full-page version of the agent.

• Select Copy URL to copy the hosted page link.

• Select Email to Web Admin to send the page details by email.

Control Access

Expand IP Access Rules to allow or restrict access by IP address, IP range, or ASN.

1. Enter the network value you want the rule to match.

2. Add a label that your team will recognize.

3. Select Add Rule.

The values shown in the screenshot are examples from the documentation. Enter the values supplied by your network or security team.

Review your rules before sharing the agent. A restrictive rule can prevent an intended visitor from opening the widget or standalone page.

Verify the Deployment

1. Open the website or standalone URL in a private browser window.

2. Confirm the agent loads.

3. Start a test conversation.

4. Confirm the expected CTA, booking, or handoff behavior appears.

Troubleshooting Deployment Options

Related Articles

• Adding the Marketing Agent Script to Your Website

• Installing the Widget with Google Tag Manager

• Installing the Widget Directly in Website HTML

• Deploying the Agent as a Standalone Page

• Setting Up IP Access Rules for Agent Security