Documentation
Prepare a VolaCRM workspace for website integration
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
Create your account through the supported signup flow, then select the workspace that should receive website inquiries or chat messages. Use the matching template’s embed setup flow to generate the website code. This page covers workspace preparation, not a separate public account-provisioning API contract.
Save the destination website domain in the embed configuration and keep it up to date when you move to a new domain. If an integration requires a backend API rather than a website widget, verify the current API contract and authentication requirements before implementing it; do not reuse historical onboarding requests as authoritative examples.
Verify the published integration
- Open the published website in a fresh browser session and check that the intended form or chat appears.
- Send a clearly labeled test inquiry or chat message.
- Open the receiving workspace and confirm that the test appears there.
- 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.