Site editor → Settings → Visitor assistant | Site owner | Turn on AI assistant (paid plans) and/or human chat for the floating bubble |
| Site editor → Settings → Visitor login | Site owner | Turn on the floating login button and choose its corner |
| Organization → Settings | Org owner/admin | Accept the data processing agreement and set message retention before chat goes live |
| Published site chrome | Visitor | Sign in, open chat (when enabled), open account menu |
| Dashboard → Inbox | Your team | Read and reply to visitor conversations |