Complete guide: what your AI chatbot does (and how to use it well)
How AI Orchestrator Agency works today: contextual site chat, real Google Calendar slot bookings in the widget, embed snippet, profile, platform-by-platform install steps, and disclaimers.
What does the chatbot do today, in short? It analyzes your site, generates an assistant aligned with your brand and content, answers visitors 24/7 in multiple languages, and, when you connect Google Calendar from your profile, shows real available slots and lets visitors book from the widget, with an event created on your calendar. It is built for services, consulting, demos, and appointments. On Shopify, use our app for product and order assistance on the same account.
Note: The primary flow is guided booking + on-site chat. Contact capture still helps where needed, but the path we want you to try is the integrated calendar.
1. Site analysis and chatbot generation
When you submit the request form (after sign-in and Google Calendar connection), the platform reads your site content and builds a chatbot contextualized to your business.
What happens in this phase:
- Extracts and indexes pages for the knowledge base (answers grounded in your site, not generic filler)
- Applies style options (theme, title, welcome message, font, logo)
- Creates an embed-ready instance and the snippet in Profile
Typical timing: most requests complete in about 10-60 seconds, depending on site size and complexity.
2. The embed snippet (what you copy from Profile)
After generation, open Profile and copy the full block. It looks like this (your IDs and logo URL will differ):
<!-- AI Orchestrator Chatbot Widget -->
<script
src="https://www.aiorchestrator.dev/chatbot-widget.js"
data-ai-orchestrator-id="YOUR_CHATBOT_ID"
data-api-key="https://aiorchestrator-vtihz.ondigitalocean.app"
data-theme="blue"
data-title="Support"
data-placeholder="Type your message..."
data-welcome-message="Welcome! Book your appointment in seconds: pick a day and time, we handle the rest."
data-primary-language="auto"
data-show-avatar="true"
data-auto-open="true"
data-show-booking-first="true"
data-powered-by-text="Powered by AI Orchestrator"
data-font-family="Inter"
data-logo="https://aiorchestrator-vtihz.ondigitalocean.app/api/chatbot/YOUR_CHATBOT_ID/logo"
defer>
</script>
You do not need your own backend. The widget talks to our API. Load it once per site (global footer or tag manager) so it appears on every page where you want the bot.
Before you paste: quick checklist
- Copy the entire snippet from Profile (do not edit the chatbot ID).
- Paste once, site-wide, before
</body>(or via GTM on all pages). - Publish the site (draft/staging alone is not enough).
- Open the live site in a private/incognito window and test chat + calendar.
- Test mobile: the widget is fixed bottom-right; check it does not cover your menu or cookie banner.
3. Install by platform (precise steps)
General rule: paste before the closing </body> on a layout that loads on all public pages. Do not add the snippet only on a single page unless you want the bot on that page only.
Who blocks the script? AI Orchestrator does not block your site. Website builders may block custom JavaScript on free or basic plans, or only allow it on paid tiers. If you cannot find a “custom code” or “footer code” area, upgrade the builder plan or ask your webmaster to use WordPress self-hosted or raw HTML hosting.
Static HTML / custom-coded site
| Works on | Any host where you can edit HTML (Netlify, Vercel, GitHub Pages with custom layout, etc.) |
| Where | Shared layout or each page template, immediately before </body> |
| Steps | 1) Open your layout file. 2) Paste the snippet. 3) Deploy. 4) Hard-refresh and test. |
WordPress (self-hosted or managed with plugin access)
| Works on | Most WordPress installs with theme or plugin access |
| Recommended | Plugin WPCode, Insert Headers and Footers, or Code Snippets → Footer only |
| Alternative | Child theme footer.php before </body> (avoid editing parent theme; updates will wipe changes) |
| Avoid | Pasting only in one page/block if you want site-wide chat |
| Steps | 1) Install a footer-code plugin. 2) Paste snippet in Footer. 3) Save. 4) Clear cache (LiteSpeed, WP Rocket, Cloudflare, etc.). 5) Test logged out. |
Webflow
| Requires | Paid site plan with Custom Code (not available on all free tiers) |
| Where | Project settings → Custom code → Footer code |
| Steps | 1) Paste snippet in Footer code. 2) Save. 3) Publish the site. 4) Test production URL (designer preview may differ). |
Wix
| Requires | Plan that includes Custom Code (often Premium / Business) |
| Where | Settings → Custom Code → Add code → placement Body - end, all pages |
| Steps | 1) Add code to Body end. 2) Apply to all pages. 3) Publish. 4) Test on mobile Wix app and browser. |
Squarespace
| Requires | Business plan or higher for Code Injection |
| Where | Settings → Advanced → Code Injection → Footer |
| Steps | 1) Paste in Footer injection. 2) Save. 3) Test after propagation (can take a few minutes). |
Google Tag Manager (any site with GTM)
| Works on | Any site where GTM container is already installed |
| Where | New tag: Custom HTML → paste full snippet → trigger All Pages (or selected paths) |
| Cookie consent | If you use a CMP, fire this tag only after marketing/functional consent if your policy requires it |
| Steps | 1) Create tag. 2) Set trigger. 3) Submit container version. 4) Test with GTM Preview mode, then live site. |
Shopify (ecommerce storefront)
| Recommended | Install AI Orchestrator on the Shopify App Store and sign in with the same agency account as your website |
| Why not only theme code | The app handles storefront context, theme embeds, and ecommerce features; manual theme.liquid paste is for advanced cases only |
| Same chatbot | One chatbot ID and one message count for website + Shopify on the same account |
| Steps | 1) Create chatbot from the agency site or install the app first (order does not matter). 2) In Shopify admin: Online Store → Themes → Customize → App embeds → enable AI Orchestrator. 3) Test product questions and booking on the storefront. |
Framer, Carrd, Notion sites, Link-in-bio tools
| Often limited | Many lightweight builders do not allow arbitrary footer scripts |
| What to do | Check for “Custom code” in site settings; if missing, use WordPress, Webflow paid, or static hosting for the marketing site |
React, Next.js, Vue, Angular
| Works | Yes: add the snippet to root layout (e.g. Next.js app/layout.tsx or index.html) |
| Pattern | Either paste the <script> in layout HTML or inject once on the client (same data-* attributes as Profile) |
| Note | Do not load the script twice (hydration duplicates break the widget) |
4. Google Calendar and bookings (primary flow)
Connection: from Profile, connect Google Calendar (OAuth; revocable anytime in your Google account).
What visitors see:
- Real slots from your availability rules cross-checked with Google Calendar (busy/free only; event titles are not exposed on the site)
- Date/time selection in the widget, then name/email to confirm
- Calendar event on your connected calendar
Dashboard: appointments from the widget appear in your agency profile.
Chat remains available for questions about services, pages, and your brand, grounded in crawled site content.
5. Real-time visitor support (chat)
- 24/7 on your site
- Multilingual with
data-primary-language="auto"(responds in the visitor’s language when possible) - Grounded in your site when the crawl is up to date
6. Profile as control center
From profile you manage:
- Business and contact details
- Plan and monthly message usage
- Snippet, branding, and live preview
- Google Calendar and booking windows
- Billing (paid plans)
- Shopify connection (optional)
Keep site, calendar, and welcome copy updated; the widget reflects what you publish.
7. Plans and usage
- Starter plan: 2,000 patient conversations per month; unlimited Google Calendar bookings when connected.
- Pro plan: 10,000 conversations per month; unlimited bookings; priority support.
Message usage is shared between the website widget and Shopify on the same account.
8. Best practices
- Keep service pages current (pricing, locations, processes).
- Write a clear welcome with the next step (“Book a consultation”, “Pick a slot”).
- Add notes in the request form on tone, slot length, and appointment types.
- Review calendar and conversations weekly.
- Re-test mobile and desktop after theme or snippet changes.
9. FAQ
How fast can I go live? Often within minutes: generate chatbot, paste snippet, publish.
I do not see a place to paste code on my builder. Your plan likely blocks custom scripts; upgrade the builder or use WordPress/Webflow paid/GTM on a site you control.
Does the bot replace the contact form? They can coexist; many visitors prefer booking a slot immediately.
Can I update branding later? Yes, from Profile; copy the updated snippet if attributes change.
Shopify first or website first? Either order works; you get one chatbot ID linked to your agency account.
10. Disclaimers and important limitations
Please read this section before going live. It applies to all customers and platforms.
Third-party platforms. AI Orchestrator provides a standard JavaScript embed. We do not control Wix, Webflow, Squarespace, Shopify, WordPress hosts, or other builders. If a platform disallows custom code on your plan, the widget cannot be installed until you upgrade, use Google Tag Manager where permitted, or move the site to a host that allows footer scripts. That restriction comes from the builder, not from our service.
AI-generated content. Answers are produced by AI using your site crawl and configuration. They may be incomplete or incorrect. Do not rely on the chatbot alone for legal, medical, financial, or safety-critical decisions. Verify important information before acting and keep your website accurate.
Bookings and calendar. Real-time slots require an active Google Calendar connection and correctly configured availability. If Calendar is disconnected, expired, or misconfigured, slots may not appear; visitors can still chat. We are not responsible for missed appointments caused by wrong availability settings, calendar conflicts, or visitor no-shows.
Usage limits. Starter and Pro plans have different monthly conversation limits (shared across website and Shopify on the same account). Bookings stay unlimited on both. When conversation limits are reached, chat may pause until upgrade or the next billing period, per your plan terms.
Data and privacy. You are responsible for your privacy policy, cookie banner, and lawful basis for chat and booking data in your jurisdiction. If your policy requires consent before loading third-party widgets, configure your tag manager or cookie tool accordingly. Our Privacy Policy and Terms describe how the platform processes data.
Security and availability. The widget loads from https://www.aiorchestrator.dev and communicates with our API. Uptime and performance depend on our infrastructure and your visitors’ networks; we do not guarantee uninterrupted service.
Scope of product. The agency chatbot is optimized for lead qualification, support, and appointment booking from website content. It is not a full ecommerce checkout replacement on generic websites. On Shopify, product and order features are provided through the Shopify app, not by pasting the website snippet into the theme alone.
One chatbot per account. On the standard agency plan you have one active chatbot shared across your website embed and Shopify (same ID). You cannot create a second bot on the same account without upgrading or contacting us for Pro arrangements.
Professional installation. If you purchase or request done-for-you installation, access to your CMS, hosting, or tag manager is only for deploying and testing the snippet; revoke access when the work is complete.
Changes. Features, limits, and URLs may change as the product evolves. The snippet and Profile in your account always reflect the current recommended integration.
Related guides (updated June 2026)
Use these focused articles alongside this pillar guide:
- Google Calendar chatbot booking: OAuth, slots, and booking flow in the widget
- Shopify AI chatbot guide: same chatbot ID on store + marketing site
- Embed chatbot in one line: WordPress, Webflow, GTM, Shopify theme
- Starter vs Pro plans: limits, Stripe upgrade, when to go Pro
- Best AI chatbot for SMBs: buyer checklist and comparisons
- Chatbot booking ROI data: citable response-time and cost benchmarks
- Compare vs Intercom, Tidio, Calendly: feature matrices for 2026 evaluations
Summary
- Request from the agency site → chatbot generated from your URL.
- Snippet from Profile → global footer or GTM (platform table above).
- Google Calendar connected → slots and bookings in the widget.
- Shopify → use the app, same account, same chatbot ID.
- Read disclaimers above before production use.
Open the request section and start the flow.