Switch it on
1
Open the agent
Go to Agents, open the agent on your website, and choose Website & app
under Deploy.
2
Turn it on
Switch on Let the agent see and use the screen and Save. If your chat
widget is already on your site, there is nothing else to add: it works on the
next page load.
3
Choose what it may do
Every action is on until you switch it off: point at a field or button, scroll
to it, put the cursor in a field, type into fields, choose from drop-downs,
tick boxes, press buttons and links, open another page of your site, and run
your own actions.
4
Add the moments it steps in (optional)
Under When it steps in, add a moment: what happens, on which pages, after
how long, and what the agent says. Set At most … per visit.
What it always does — whatever you switch on
- It never reads or fills passwords, card numbers, CVV, OTP, Aadhaar or PAN fields.
- It sees whether a field is filled, not what is in it — unless you mark the field readable (below).
- PAN, Aadhaar and card numbers shown on the page are masked before anything leaves it, and page addresses leave without their query string.
- A button that pays, submits or confirms is pressed only after your customer taps Allow in the chat. If they tap Not now, the agent tells them so and leaves it to them.
- It never touches anything you mark off-limits.
The moments it steps in
On pages containing takes part of the page address (
checkout, /kyc) or
the screen name your site sets (below). Leave it empty for every page. Each
moment shows at most once per page, never while the chat is open, and never more
than your per-visit limit. The message appears beside the chat button; a tap
opens the chat with the agent already talking.
Tell it more (optional)
Add these after the widget tag:Control element by element (optional)
Voice
If the agent takes calls on your website (Voice → where it answers → Website), it can act on the screen during a call too. The call shrinks to a small bar with the agent’s name, a live caption, mute and hang-up, so your customer sees their details go in while they talk. Anything that pays or submits still waits for Allow in the chat.Mobile apps
SDKs for Android, iOS, React Native and Flutter are in early access. They show the same agent — chat, voice, cards and forms — in a sheet over your app. Your app describes each screen to the agent (its fields, their state and errors) and carries out the actions in its own code. Ask us for access.FAQ
Does it slow my website down?
Does it slow my website down?
The extra script loads only when this is switched on for the agent, and it
reads the page only while the chat is open or a call is on.
Can the agent submit a form by itself?
Can the agent submit a form by itself?
It can fill the form. Pressing a button that submits, pays or confirms waits
for your customer to tap Allow. To never let it press a particular button,
mark it
data-ta-no-touch.Why does it say a field is filled but not what is in it?
Why does it say a field is filled but not what is in it?
By design: values stay on your customer’s device. Add
data-ta-allow to a
field the agent may read, such as a city or plan name — never to anything
personal.