SmartAgentsPro

Embed Code

Preview Live

Add a div where you want the form to appear, then include the script. The form renders inside the div automatically.

Chat assistant only (no inline form — just the floating chat bubble):

Integration Guides

Click a platform for step-by-step instructions.

HTML / Static Sites

Any HTML page

▶

Add the script tag just before the closing </body> tag in your HTML file:

<html>
<body>
  <form>...</form>

  <script src="/embed.js"
    data-key=""></script>
</body>
</html>

WordPress

Theme or plugin

▶

Option 1: Go to Appearance → Theme Editor → footer.php. Paste the script tag before </body>.

Option 2: Install the "Insert Headers and Footers" plugin (by WPCode). Go to Code Snippets → Footer. Paste the script tag.

<script src="/embed.js"
  data-key=""></script>

HubSpot

Landing pages & site pages

▶

All pages: Go to Settings → Website → Pages → Site Footer HTML. Paste the script tag.

Single page: Edit the page → Settings → Advanced Options → Additional code snippets → Footer HTML. Paste the script tag.

<script src="/embed.js"
  data-key=""></script>

Squarespace

Code injection

▶

Go to Settings → Advanced → Code Injection → Footer. Paste the script tag. Available on Business plan and above.

<script src="/embed.js"
  data-key=""></script>

Wix

Custom code

▶

Go to Settings → Custom Code → Add Code. Paste the script tag. Place in Body - end. Apply to All pages or specific pages.

<script src="/embed.js"
  data-key=""></script>

Webflow

Project settings

▶

Go to Project Settings → Custom Code → Footer Code. Paste the script tag. Publish your site for changes to take effect.

<script src="/embed.js"
  data-key=""></script>

React / Next.js

useEffect hook

▶

Add this to your layout or page component:

useEffect(() => {
  const s = document.createElement('script');
  s.src = '/embed.js';
  s.setAttribute('data-key', '');
  document.body.appendChild(s);
  return () => s.remove();
}, []);

Shopify

Theme editor

▶

Go to Online Store → Themes → Edit Code → theme.liquid. Paste the script tag just before </body>.

<script src="/embed.js"
  data-key=""></script>

JavaScript API

Control the widget from your own code.

// Open/close the chat panel
SmartAgents.open();
SmartAgents.close();

// Send a message to the copilot
SmartAgents.send("Help me fill this out");

// Send form data for AI review
SmartAgents.setContext({
  name: "John Smith",
  email: "john@example.com"
});

0

Total Messages

0

Unique Sessions

0

Avg / Day

0 / 0

Monthly Usage

Messages Per Day

Form Intelligence

Insights from real user conversations. See which fields users skip, what they ask about most, and get AI-powered suggestions to improve your form.

0

Form Reviews

0

Sessions

0

Avg Msgs / Session

0

Avg Fields Filled

AI Deep Analysis

Claude analyzes your form data — user questions, completion rates, confusion patterns — and writes a detailed report with specific fixes.

Field Completion Rates

How often each field is filled when users ask for a form review. Low rates = users are confused or skipping.

Copilot Impact

How the AI copilot affects form completion. Use these numbers to prove ROI.

--%

Avg Completion Rate

Fields filled by copilot users

--%

Review Rate

Sessions that used form review

0

Form Reviews

Users helped by the copilot

Most Skipped Fields

Fields left empty most often.

Most Asked About

Fields users mention most in chat.

User Intent Signals

What users are asking for — use this for marketing copy and product decisions.

How to Use This Data

Increase ROI: Share the completion rate with stakeholders — "Users who engage with our copilot fill X% more fields."

Acquire customers: User intent signals show what people want in their own words — use these phrases in ads and landing pages.

Reduce support costs: Most-asked-about fields = your top support tickets. Fix those fields and tickets drop.

Improve forms: Run AI Deep Analysis weekly. Track how completion rates change after each improvement.

AI Reports

Saved AI analysis reports for this SmartAgent. Each report analyzes user behavior, field completion, and chat patterns to give you specific recommendations.

No reports yet. Go to Form Intelligence and click "Analyze with AI" to generate your first report.

How Fields Config Works

This is where you teach the AI copilot about your form. The copilot doesn't see your actual website — it only knows what you tell it here. The more detail you provide, the better it can help your users.

1. Instructions

Tell the AI how to talk — tone, focus areas, what to avoid. Plain English.

2. Fields

List the fields on your form. Add help text so the AI knows what each field means.

3. Rules

Add "if this, then that" rules. Example: if user picks "Other", ask them to specify.

Custom Instructions

Write in plain English how the AI should behave. Think of it as a note to a helpful assistant. Examples:

"Be friendly and encouraging. Focus on helping users provide complete information. If someone seems confused about a field, give an example. Don't use technical jargon."

Agent Settings

Give your copilot a name and tell it what your form is about.

Form Title

The name of your form or application

Copilot Name

What the chat widget calls itself

Copilot Role

One sentence describing what the AI does — this shapes all its responses

AI Form Designer

Describe the form you want in plain English and the AI will generate the fields for you.

Form Fields

This is the most important part. The AI only knows what you tell it here. List every field on your form — even a rough list makes a huge difference. Without fields, the AI gives generic advice. With fields, it gives specific, useful guidance like "You're missing the Baseline field — this is where you explain what the claim compares against."

Tip: You don't need to match your form exactly. Just add the field name, set the type, mark if it's required, and add help text explaining what it's for. The AI is smart enough to work with partial info.

Conditional Rules

Optional. When a user selects a specific value in a dropdown or radio button, the AI can give extra guidance. For example: "When Claim Type is 'Predicting a future outcome', ask about the assumptions behind the prediction."

Branding

Agent Name

Description

Chat Theme

Choose a theme for your chat widget.

Hi! How can I help?

Tell me about pricing

Light

Hi! How can I help?

Tell me about pricing

Dark

Hi! How can I help?

Tell me about pricing

Minimal

Primary Color

#2563eb

Allowed Domains

Restrict which websites can use your embed code. Empty = all domains allowed.

Advanced options

Delete SmartAgent

This will permanently delete this SmartAgent and all its data including submissions, analytics, and chat logs. This action cannot be undone.

Knowledge Base

This is what your AI support agent knows. Paste your website content, FAQs, product descriptions, pricing, team info — anything visitors might ask about.

Agent Settings

Agent Name

What the chat widget calls itself

Business Name

Your company or site name

Agent Role

One sentence describing what the AI does

Welcome Message

The tone or greeting to use when starting a conversation

Voice

The voice used for voice conversations

Voice & Pronunciation Guide

Tell the AI how to pronounce names, brand terms, and any speech instructions. This is passed to the voice model.

Knowledge Base Content

Add content from any source. The AI will use all of it to answer visitor questions.

Import from URL

Paste a website URL and we'll pull the text content automatically.

Upload Document

Upload a PDF, TXT, or DOCX file. Text will be extracted and added to the knowledge base.

Full Knowledge Base

All content from URLs, uploads, and manual edits combined. You can edit this directly.

Alert Recipients

Get notified when a visitor starts a new conversation. Add multiple recipients.

Captured Leads

Contacts captured from chat conversations.

No leads captured yet. When visitors share their email in the chat, they'll appear here.

CRM Connection

Connect your form to a CRM so submissions are automatically forwarded.

CRM Type

Form Submissions

No submissions yet.

Chat Logs

No conversations yet.

Your Plan

Free

$0/mo

100 messages/mo
1 project
Sonnet 4.6
SmartAgentsPro branding

Pro

$49/mo

2,000 messages/mo
5 projects
Sonnet 4.6
No branding

Enterprise

$199/mo

Unlimited messages
50 projects
Opus or Sonnet
Priority support

AI Model

Choose the model powering your copilot.

Support Tickets

Messages from the contact form on the landing page.

No support tickets yet.

What is SmartAgentsPro?

SmartAgentsPro adds an AI-powered copilot to any web form. When a user visits your page, a chat widget appears that can read the form fields, understand what's required, and guide the user step by step — answering questions, flagging missing info, and suggesting improvements. It works on any website with one line of code.

How It Works

1️⃣

You create a SmartAgent

Go to My SmartAgents and create a new form. You get a unique API key for each SmartAgent you create.

2️⃣

Configure the copilot

In Fields Config, define your form fields, help text, validation rules, and conditional logic. Add Custom Instructions to tell the AI how to behave.

3️⃣

Embed on your website

Go to Embed Code, copy the script tag, and paste it on your website before the closing </body> tag. Integration guides are included for every major platform.

4️⃣

Users get AI help

A chat bubble appears on your page. Users can ask questions, click "Review My Form" (sends all field values to the AI), or "Walk Me Through" for step-by-step guidance.

Dashboard Pages Explained

■ My SmartAgents

Create and manage your SmartAgents. Each form has its own API key, fields, CRM connection, and analytics. Click a form to manage it.

🔗 Embed Code

Get your embed snippet and platform-specific installation guides for WordPress, HubSpot, Squarespace, Wix, Webflow, Shopify, React, and plain HTML. Each guide has a copy button.

📈 Analytics

View total messages, unique sessions, daily message volume, and top user questions. Filter by 7, 30, or 90 days.

⚙ Fields Config

Define your form fields in JSON — labels, types, required/optional, help text, dropdown options, and conditional logic rules. This tells the AI what the form is about and how to help users. You can also add Custom Instructions in plain English (e.g., "Be concise", "Always ask about the counterfactual").

🎨 Branding

Customize the copilot widget's name, description, and primary color to match your brand.

🌐 Domains

Restrict which websites can use your API key. Leave empty to allow all domains, or add specific domains (supports wildcards like *.example.com).

💬 Chat Logs

Review all conversations between users and the copilot. See user messages, AI responses, form context sent, and timestamps. Click any row to expand the full conversation.

⭐ Plan & Model

View your current plan (Free / Pro / Enterprise), monthly message limits, and choose the AI model powering your copilot — Sonnet 4.6 (fast) or Opus 4.6 (most capable).

Fields Config Reference

The fields config is a JSON object that defines your form. Here's what each part does:

title The name of your form/application shown in the copilot header.

copilot_name What the AI calls itself (e.g., "Claims Copilot").

copilot_role The AI's main instruction (e.g., "You help people improve their submissions").

fields[] Array of form fields. Each field has: id, label, type (text, email, textarea, select, radio, date, file), required (true/false), help (guidance text), options (for select/radio).

conditional_rules[] Rules that trigger AI guidance based on field values. Each rule has: when_field, has_value, and guidance (what the AI should say).

certification_text Optional checkbox text shown before submission (e.g., legal disclaimer).

Widget Features

What your users can do with the copilot widget:

Review My Form — Scans all form fields on the page and sends the current values to the AI for a full review. The AI checks for missing required fields, suggests improvements, and flags issues.

Walk Me Through — The AI guides the user through each field step by step, explaining what's needed and why.

Free-form chat — Users can ask any question about the form. The AI responds based on your fields config and custom instructions.

Auto form scanning — The widget automatically detects all <input>, <select>, and <textarea> elements on the host page. No code changes to your existing form needed.

JavaScript API

Control the widget programmatically from your own code:

// Open/close the chat panel
SmartAgents.open();
SmartAgents.close();

// Send a message to the copilot
SmartAgents.send("Help me fill this out");

// Send form data for AI review
SmartAgents.setContext({
  name: "John Smith",
  email: "john@example.com"
});

Plans & Limits

Feature	Free	Pro $49/mo	Enterprise $199/mo
Messages / month	100	2,000	Unlimited
SmartAgents	1	5	50
AI Model	Sonnet 4.6	Sonnet 4.6	Opus 4.6
Remove branding	✗	✓	✓
Priority support	✗	✓	✓

Need Help?

Contact us at support@smartagentspro.com for any questions, feature requests, or help setting up your copilot.

Change Password

Update your account password. Must be at least 6 characters.

New Password

Confirm Password

Account Info

Email:

Contact Support

Have a question or need help? Send us a message.

Subject

Message

SmartAgents

SmartAgents

My SmartAgents

Welcome to SmartAgentsPro

Your SmartAgents

Embed Code

Integration Guides

JavaScript API

Messages Per Day

Top Questions

Form Intelligence

AI Deep Analysis

Quick Insights

Field Completion Rates

Copilot Impact

Most Skipped Fields

Most Asked About

User Intent Signals

How to Use This Data

AI Reports

Report

How Fields Config Works

Custom Instructions

Agent Settings

AI Form Designer

Form Fields

Conditional Rules

Branding

Chat Theme

Allowed Domains

Delete SmartAgent

Knowledge Base

Agent Settings

Knowledge Base Content

Alert Recipients

Captured Leads

CRM Connection

Form Submissions

Chat Logs

Your Plan

Free

Pro

Enterprise

AI Model

Support Tickets

What is SmartAgentsPro?

How It Works

Dashboard Pages Explained

Fields Config Reference

Widget Features

JavaScript API

Plans & Limits

Need Help?

Change Password

Account Info

Contact Support

Create New Agent

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