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Getting started

From zero to a live conversation in about five minutes. No credit card, no demo gate.

Step 1 — Create your workspace

Head to /register and sign up with your email. We don't ask for a credit card. You'll land in the operator dashboard with an empty inbox and a 14-day Pro trial running in the background.

Your workspace ID is generated on signup. You can find it — along with a copy-paste install snippet — under Settings → Installation. You'll need it for the widget install in the next step.

Step 2 — Install the widget

Paste this snippet anywhere inside the <body> of your site — ideally right before </body> so it doesn't block first paint:

index.htmlhtml
<script async
  src="https://leadiosa.com/widget.js"
  data-workspace="YOUR_WORKSPACE_ID">
</script>

Replace YOUR_WORKSPACE_ID with the value from Settings → Installation — or just copy the pre-filled snippet from there (tabs for HTML, WordPress, React, and Next.js). See Chat widget for every configuration option.

Tip
On WordPress, the easiest path is the official plugin — it installs the widget without touching any code and can sync a WooCommerce catalog into the AI knowledge base. Download it from the WordPress tab on the same Installation page.

Step 3 — Receive your first message

Open the page you just installed the widget on. Click the bubble in the corner. Type something. As soon as you press send, a conversation appears in the operator inbox in real time.

  1. 1On the host page, click the chat bubble.
  2. 2Type a test message and send it.
  3. 3Open the dashboard in a separate tab — the new conversation shows up at the top of Inbox with a live presence indicator.

Step 4 — Reply from the inbox

Click the new conversation. You'll see the message thread, a typing indicator if the visitor is still composing, an internal notes panel, and a composer at the bottom. Reply, send, watch it arrive on the host page in under 100 ms.

From here you can:

  • Assign the conversation to another operator.
  • Mark it pending, resolved, or closed.
  • Drop an internal note in the contact sidebar (visible to other operators, never to the visitor).
  • Erase the contact entirely if they ask under GDPR.
  • Generate an AI summary of the whole thread, or ask the AI to draft a reply.

Step 5 — Turn on the AI agent (optional)

The AI is off by default. To enable it:

  1. 1Open Settings → AI Agent.
  2. 2Flip Let the AI answer customers on.
  3. 3Check when the AI should help: answer when nobody is online, suggest replies while you're online, or both.
  4. 4Write a short note in How the AI talks about your business — your business name, the tone you prefer, things to never promise.
  5. 5Save.

That's the entire setup — no API keys, no provider picking, no thresholds. We manage the LLM under the hood; you decide when it speaks and what it sounds like.

For the AI to actually help, give it something to read — see Knowledge base.

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