Outcome: By the end of this guide, you will have a production-oriented configuration and a repeatable test checklist.
1. Before you begin
You need an active HelpoSoft workspace and permission to manage Sites & Widgets. Decide which production and staging domains should be allowed.
- Use the exact hostnames visitors will use
- Include staging only when required
- Keep wildcard access disabled unless you control every subdomain
2. Create the website
Open Sites & Widgets, create a site and enter the allowed domains. HelpoSoft generates a site key and installation loader.
- Give each website a clear internal name
- Keep each product or brand in a separate site
- Use the All websites scope for centralized monitoring
3. Customize and test
Choose the widget style, launcher icon, colours, brand name, greeting, sound and position. Use the preview before saving.
- Test desktop and mobile layouts
- Verify unread badges and support sounds
- Send a normal image or PDF attachment
4. Install the script
Paste the generated asynchronous loader immediately before the closing body tag or through your tag manager. Clear website/CDN caches after replacing an older snippet.
- Do not remove async/defer behavior
- Test an invalid key to confirm safe failure
- Confirm the page remains usable when HelpoSoft is temporarily unreachable
5. Launch checklist
Send one visitor message, one agent reply and one attachment. Confirm the conversation appears under the correct website scope and the customer receives an unread badge.