Documentation

Connect an AI-built website to VolaCRM

Use the current workspace-generated Chat and Contact Us embed codes, publish your website, and verify delivery to the correct VolaCRM workspace.

Before you start

Choose the VolaCRM workspace that will receive messages, generate the appropriate embed code, and save your website domain in its configuration. Copy the complete generated code; do not enter guessed identifiers or expose account passwords in your website.

Platform steps

Give your website builder the workspace-generated embed code and identify the exact page section for the contact form. Ask it to preserve every generated attribute and install Chat only once in the shared layout. The builder should not invent tenant, workspace or client identifiers.

Review the resulting page before publishing. Ask the builder to keep credentials and administrator tokens out of browser code and to avoid replacing the widget with a custom form that sends to an assumed API endpoint. A finished visual design does not prove that a message reaches the correct workspace.

Verify the published integration

  1. Open the published website in a fresh browser session and check that the intended form or chat appears.
  2. Send a clearly labeled test inquiry or chat message.
  3. Open the receiving workspace and confirm that the test appears there.
  4. If delivery fails, check the saved domain, generated identifiers, browser console, and network response before changing the code.

Use the illustrated setup guide for the current configuration screens. Existing embed URLs can continue to work, but old sample attributes should not replace newly generated code.

Setup guide