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You choose whether you need to know who is chatting.

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Identification modes

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Form fields

To capture leads without blocking people in a hurry: Optional + Email.
Data becomes a contact in the CRM (creates or updates).

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Confirmation code (OTP)

Like proving you own the email or phone:
  1. Fill in the form.
  2. Receive a 6-digit code.
  3. Type it in chat.
  4. Then chat freely.

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Channels

With multiple channels active, the code may go through all. The visitor confirms with whichever arrives first.
Each OTP uses credits (real delivery). For many cases, required mode without OTP is enough.
  • Valid for 10 minutes
  • Max 4 requests per minute per person

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Automatic verification (site with login)

If the visitor is already logged in, your site can confirm identity and skip form and OTP.
  1. Generate the verification secret in the dashboard.
  2. On your site server, sign the data and send it to the widget.
Technical option: usually needs a developer. Without login on the site, use the normal form.
The secret shows once when generated. Lost it? Generate a new one.

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Automatic protections

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Domains

Chat only runs on authorized sites. Code copied to another domain does not work.

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Message limits

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Credits

Each AI reply uses credits. Abuse drains balance and chat stops. This protects against unexpected cost.

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Which mode to choose?

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Next steps