Step-by-Step Tutorial: How to Use the Agent AI Widget on Duda for SMB Website Support

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As an agency using Duda, you can leverage the Agent AI widget to create a powerful AI Agent for your clients’ websites. This tool helps small and medium-sized businesses (SMBs) provide 24/7 customer support, answer FAQs, and optionally capture lead information with full conversational context. Follow these steps to set up the Agent widget on a Duda website to enhance SMB support.

Video full demo https://youtu.be/IKeie0rtiWM

Step 1: Understand the Agent AI Widget and Its Benefits

  • What is the Agent Widget? The Agent widget is an AI-powered chatbot integrated with Duda’s platform, designed for SMBs to enable 24/7 customer communication across websites and potentially other channels like SMS or social media.
  • Why Use It?
    • Automates responses to FAQs, reducing workload for busy SMBs.
    • Operates 24/7, including weekends and nights, ensuring no customer inquiry is missed.
    • Offers two modes: simple AI replies or AI replies with lead generation.
    • Captures lead data (e.g., name, email, phone) and provides full conversation history, enabling personalized follow-ups.
    • Enhances customer experience with fast, quality answers, boosting satisfaction and retention.
  • Use Case for Agencies: Set up AI Agents for SMB clients to handle routine inquiries (e.g., business hours, product details) and generate leads, allowing agencies to offer value-added services like AI-driven support.

Step 2: Install the Agent Widget on Your Duda Website

  1. Access the Duda App Store:
    • Log in to your Duda account.
    • Navigate to the Duda App Store from the dashboard.
  2. Find and Install the Agent Widget:
    • Search for “Agent” in the App Store.
    • Select the Agent app and click “Install App.” The installation is no-code and takes minutes via a simple pixel installation.
  3. Choose a Plan:
    • The Agent widget may offer various pricing plans (e.g., basic or advanced tiers for multi-channel support). Select a plan based on your client’s needs.
    • Note: Agencies can set their own resale pricing, including setup fees (e.g., $199–$399 recommended).
  4. Verify Installation:
    • After installation, the Agent widget is automatically added to your Duda website. Check the website preview to ensure the widget appears (typically as a chat bubble).

Step 3: Configure the AI Agent’s Availability

  1. Set the Timetable:
    • Log in to the Agent dashboard via your Duda account or the Agent platform.
    • Navigate to the agent settings to define when the AI Agent is active. For example:
      • Scenario: You want the AI Agent to handle inquiries on weekends (Saturdays and Sundays) when staff are unavailable.
      • Exclude weekdays (Monday–Friday) and enable Saturday and Sunday.
      • For testing, include the current day (e.g., Thursday, July 31, 2025) to verify functionality.
  2. Save Settings:
    • Confirm the timetable (e.g., active on Thursdays for testing, Saturdays, and Sundays for production).
    • The AI Agent will now respond only during the specified times, ensuring seamless support for SMBs during off-hours.

Step 4: Choose the AI Agent Mode (Replies Only or Replies + Lead Generation)

Decide whether the AI Agent should only answer questions or also capture lead information. Both options are valuable for SMBs, but lead generation adds significant business value.Option 1: Replies Only (Simple AI Agent)

  • Purpose: Provide instant answers to customer inquiries without collecting personal data.
  • Configuration:
    • In the Agent dashboard, select the “Replies Only” mode.
    • Skip form setup and proceed to train the AI (Step 5).
  • Use Case: Ideal for SMBs focused on providing quick information (e.g., store hours, product availability) without follow-up needs.

Option 2: Replies + Lead Generation (Advanced AI Agent)

  • Purpose: Answer questions and collect lead data (e.g., name, email, phone) with conversation history for follow-ups.
  • Configuration Steps:
    1. Create a Lead Capture Form:
      • In the Agent dashboard, go to the form builder.
      • Design a simple form to collect lead data. Example fields:
        • “Are you a client?” (Yes/No)
        • Name
        • Phone number (e.g., WhatsApp-compatible)
        • Email
      • Remove unnecessary fields to keep the form concise.
      • Save the form.
    2. Set Form Placement:
      • Choose when the form appears:
        • Before AI Interaction: Customers fill out the form before accessing the AI Agent (e.g., “Are you a client?” → Name → Email → AI chat).
        • After AI Interaction: Customers interact with the AI first, then are prompted to provide details (e.g., via WhatsApp or form).
      • For a natural flow, configure the form to appear before the AI chat (recommended for lead-focused SMBs).
    3. Alternative: Conversational Lead Capture:
      • Instead of a form, train the AI to collect data during the conversation (more fluid experience).
      • In the Agent settings, enable conversational data collection. The AI will prompt for details like name, email, or phone number naturally (e.g., “Thanks for your question! Could you share your name?”).
  • Use Case: Perfect for SMBs wanting to generate leads while providing support. Agencies can upsell this feature to clients, highlighting the ability to follow up with leads using conversation context.

Step 5: Train the AI Agent with Website and Custom Content

To ensure the AI Agent provides accurate, relevant answers, train it with your client’s website content and additional context.

  1. Feed Website Content:
    • In the Agent dashboard, go to the “AI FAQs” or “Training” section.
    • Add website pages to train the AI:
      • Copy and paste URLs for key pages (e.g., Home, About, Products, Services).
      • Example: Add pages 1–3 containing company details, product info, or FAQs.
      • The Agent scans text content (images are not processed unless they contain readable text).
    • Submit the pages to train the AI. The AI now understands the SMB’s offerings and can answer related questions.
  2. Add Custom Content:
    • In the “Custom Text” section, include additional context not on the website. Examples:
      • Company history from LinkedIn (e.g., copy the “About” section from the client’s LinkedIn page).
      • Specific FAQs or product details not published online.
      • Industry-specific information to enhance responses.
    • Paste the content and save. This enriches the AI’s knowledge base.
  3. Test Language Handling:
    • The Agent supports multilingual responses. If the website content is in one language (e.g., Spanish), the AI can reply in the user’s language (e.g., English) automatically. No need to upload content in multiple languages.
    • Test by asking a question in English (e.g., “When was the company founded?”) to confirm the AI responds correctly.

Step 6: Test the AI Agent

  1. Preview the Widget:
    • Open the Duda website preview or live site on the configured day (e.g., Thursday, July 31, 2025, for testing).
    • Locate the Agent widget (usually a chat bubble in the bottom corner).
  2. Test Simple Replies:
    • Ask a question like “When was the company founded?” or “What are your main products?”
    • Verify the AI responds accurately based on the trained content (e.g., “The company was founded in 1957”).
  3. Test Lead Generation (if enabled):
    • Form-Based: Complete the form (e.g., select “Yes” for “Are you a client?”, enter name, phone, email). Then ask a question and confirm the AI responds.
    • Conversational: Start a chat, answer AI prompts for name, email, or phone, and ask questions. Ensure the AI collects data naturally (e.g., “Thanks, Cesar! Can you share your email?”).
  4. Check WhatsApp Integration (Optional):
    • If configured, click the WhatsApp option to start a conversation. Verify it redirects to WhatsApp with the AI Agent ready to chat.

Step 7: Monitor and Manage Leads

  1. Access the Agent Dashboard:
    • Log in to the Agent dashboard to view leads and conversations.
  2. Review Leads:
    • For lead generation mode, check the “Leads” section. Each lead includes:
      • Contact details (name, email, phone).
      • Full conversation history (e.g., questions asked, AI responses).
    • Example: See that “Cesar” asked about the company’s founding date and provided his email and phone.
  3. Follow Up with Leads:
    • Use the conversation context to personalize outreach. Example: “Hi Cesar, I saw you asked about our company’s history yesterday. Was everything clear, or do you need more details?”
    • Leads are generated after a conversation timeout (a few minutes), ensuring complete data capture.
  4. View Conversations:
    • In the “Conversations” tab, review all interactions, including non-lead chats, to monitor AI performance and customer inquiries.

Step 8: Customize and Optimize the AI Agent

  1. Adjust Conversational Flow:
    • If the conversational lead capture feels too intrusive (e.g., asking for email too soon), tweak prompts in the Agent dashboard to make them more natural.
    • Example: Change “Can you share your email?” to “If you’d like more details, could you share your email?”
  2. Expand Training Data:
    • Regularly update the AI with new website pages, FAQs, or LinkedIn updates to keep responses current.
  3. Add Multi-Channel Support:
    • If available, enable SMS or social media channels (e.g., Facebook Messenger) for broader reach. Configure in the Agent dashboard.
    • Example: Set up SMS to respond to inquiries automatically.
  4. White-Label for Branding:
    • Use Duda’s white-label features to brand the Agent widget with your agency’s logo, ensuring a seamless client experience.

Step 9: Offer the AI Agent as a Service to SMB Clients

  • Position the Value:
    • Highlight to SMB clients how the AI Agent saves time, captures leads, and improves customer satisfaction.
    • Example: “Our AI Agent answers customer questions 24/7, even on weekends, and provides you with leads and conversation details to close more sales.”
  • Upsell Opportunities:
    • Charge a setup fee ($199–$399) for configuring the widget and training the AI.
    • Offer ongoing management (e.g., updating FAQs, monitoring leads) as a monthly service.
  • Leverage Agency Benefits:
    • Use Duda’s client management features to control which AI tools clients access, ensuring you maintain oversight.
    • Scale your agency by deploying the Agent widget across multiple client sites efficiently.

Step 10: Go Live and Monitor Performance

  1. Publish the Website:
    • In Duda, publish the website with the Agent widget active.
    • Confirm the timetable (e.g., Saturdays and Sundays) is set correctly.
  2. Monitor Performance:
    • Use the Agent dashboard to track:
      • Number of conversations handled.
      • Leads generated.
      • Common questions asked (to identify new FAQs).
    • Use Duda’s analytics to measure widget impact on site engagement.
  3. Gather Feedback:
    • Ask SMB clients for feedback on the AI Agent’s performance and lead quality.
    • Adjust settings or training data based on feedback to optimize results.

Additional Tips for Agencies

  • Combine with Duda’s AI Tools: Use Duda’s AI Assistant for content creation (e.g., SEO metadata, alt text) alongside the Agent widget for customer interaction to create a comprehensive AI-driven website.
  • Promote Scalability: Emphasize to clients that the Agent widget handles unlimited AI replies, included in their Duda license, making it cost-effective.
  • Stay Competitive: As AI adoption grows (100% of agencies use AI per Duda’s survey), offering the Agent widget positions your agency as a leader in AI-driven web solutions.
  • Explore Integrations: If supported, use Duda’s API to connect Agent data with other tools (e.g., CRM, Slack) for advanced automation.

ConclusionBy integrating the Agent AI widget into Duda websites, agencies can empower SMB clients with 24/7 customer support and lead generation capabilities. Whether opting for simple replies or conversational lead capture, the setup is straightforward, no-code, and highly customizable. This tutorial equips you to create AI Agents that save time, enhance customer experiences, and drive business growth for your SMB clients. Start today by installing the Agent widget from the Duda App Store and watch your agency’s service offerings soar!For more details on Agent pricing or setup, visit the Duda App Store (apps.duda.co). For Duda’s platform features, explore www.duda.co.

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