This article covers everything you need to set up your video widget yourself: finding your agent, understanding every setting, recording your welcome video, setting up your avatar, choosing how visitors start a chat, adding languages, customizing individual pages, making the widget reach out to visitors first, and installing the widget on your website. Read it top to bottom once and you'll know exactly what every control does.

A visitor who lands on your website doesn't know you yet. A plain text bubble or a stock photo doesn't change that. A short video of you or someone from your firm talking does. Seeing a real face and hearing a real voice builds trust faster than any amount of text, and it makes your firm feel more approachable.

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Your welcome video has one job: make a stranger comfortable enough to start talking to you. That takes about 20 seconds and the camera you already own.

Attention is really valuable and you have up to 30 sec until they lose it.

1. Lead with their problem, not your firm. e.g "If you've been injured in an accident and you're not sure what to do next, you're in the right place."

2. Introduce yourself. e.g "I'm [name], [role] at [firm name]."

3. Add proof that fits them. e.g "We've helped thousands of people with [case] in [location] get what they deserve."

4. Tell them what to do next. e.g "Click the button below and tell me what happened."

- Framing: head and shoulders, centered, looking at the camera rather than at your own face on screen

- Background: clean, and a different color from your shirt

- Lighting: face a window or a lamp, never sit with a bright window behind you

- Sound*: record when the office is quiet. Bad audio loses people faster than bad picture does

The Chat Widget page has two panels you can open and close:

Inside the Chat widget panel, Accent color sits at the top on its own, because it applies everywhere.

Below it, the settings split into three tabs:

Start here, before you touch the video. These settings apply whether or not you use a welcome video.

At the top of the Chat widget panel, Accent color takes a hex color code (for example #0000FF). Use your brand color. It colors buttons and highlights on every part of the widget.

Open the Launcher button card on the Before conversation tab.

Open the First message text card. This is the first thing the AI says when the chat window opens, on both the floating widget and the embedded chat. Leave it empty and visitors see the standard Lexidesk greeting instead.

How this behaves with a welcome video is covered in Step 6, since it depends on how visitors start the chat.

Open the Contact form card. Turn on Require a phone number on the contact form if you want visitors to give a valid phone number before a conversation starts. It's off by default, which keeps the phone number optional. Requiring it gets you a reachable number every time, but some visitors will drop off rather than give one.

Click the During conversation tab. These three settings shape the open chat window:

Back on the Before conversation tab, open the Welcome video card and check Start the chat with a full video. The widget will now open with your video, and visitors start the chat from it.

Under 1. The video, find the Add a video box.

You have two buttons:

If you click Record, a recording window opens:

Your file now shows in the Add a video box in place of "No file selected." Set the Language dropdown to the language you recorded in, for example English (en), then click Add video.

The video appears in your Video library marked Not saved. It uploads when you save the agent. After saving, it shows Processing with a percentage while Lexidesk prepares it, then Ready.

Your avatar is the round launcher visitors see before they open the widget. It uses its own uploaded file, separate from the welcome video, so you'll reuse the same video here by downloading it and uploading it again.

Open the Welcome video card and find 2. On the video. These settings control what visitors see on top of your video and how they get from watching it into an actual conversation.

This is the caption over the lower part of your video, for example "Click below to chat with us about your case." Use it to tell visitors what to do next. Leave it empty and the widget shows "Click below to talk to us now."

Pick one of three. They exclude each other, so you're choosing the single action shown under your video.

If you pick Quick choices, a Choices shown to visitors list appears. Click + Add choice for each one. Keep them short and write them the way a client would describe their problem, not the way your practice areas are named.

This is the part worth understanding, because it changes who speaks first:

So your First message text is what the AI opens with when the visitor hasn't told you anything yet. Quick choices and free text skip it, because the visitor has already said what they need.

Open 3. Languages inside the Welcome video card.

The widget reads the visitor's browser language and starts in that language automatically. Nobody has to choose anything.

Once two or more languages are available, a small language button appears in the controls on your welcome video, so visitors can switch to the language they prefer. It shows short language codes like EN and ES.

Language order sets which languages appear first in that switcher.

To add one, pick it from Select a language and click + Add language. Use the up and down arrows to reorder, and the trash icon to remove one.

Example: for a firm serving English and Spanish speakers, add English and Spanish, with English first. Visitors whose browser is set to Spanish get Spanish automatically, and anyone can switch with the button on the video.

Your videos are matched to languages by the Language dropdown you set when adding them. A Spanish-speaking visitor gets the video you tagged Spanish; an English-speaking visitor gets the English one.

To add a Spanish video, go back to Add a video in 1. The video, record or select the Spanish version, set Language to Spanish (es), and click Add video.

Lexidesk translates your widget text automatically, so you don't need to write anything twice. Custom text overrides is only for when you want to control the exact wording in one language rather than accept the automatic translation.

To add one, pick a language and click Add override.

You can then write your own Avatar popup, Text over the video, Start button text, and quick choices for that language. Any field you leave empty keeps the automatic translation.

Most firms never need this. If you haven't added any, the card just says "Automatic translation is on."

Open the Per page settings card. This is where you give one section of your website its own video, text, or choices, while the rest of your site keeps your main setup.

This is the right tool when your Spanish content has its own web addresses, for example an English site at https://yourfirm.com/ and a Spanish section at https://yourfirm.com/es/.

It's equally useful for practice-area sections, like showing different quick choices on /personal-injury.

The overrides apply to that page and every page underneath it, so /es also covers /es/practice-areas. If you add several entries and a visitor's page matches more than one, the most specific (longest) path wins, and only that one applies.

Each field you leave empty keeps whatever you set for all pages.

Which fields appear depends on what you've turned on elsewhere:

For a firm with an English site and a Spanish section at /es:

Now visitors on https://yourfirm.com/ get your English video, and visitors on https://yourfirm.com/es/ get the Spanish one.

Most visitors never click a chat button. The Proactive engagement tab lets the widget make the first move, and lets the AI follow up when a visitor stops replying in the middle of a chat. Click the Proactive engagement tab. It has two cards, Auto-open and Inactivity follow-ups, each with a switch in its top right corner. Turn a switch on and the settings for that card appear.

With Auto-open on, the widget opens by itself after a visitor has been on a page for a set number of seconds, without them clicking anything. You choose what appears.

Under What opens, click one of the cards. Each shows a small preview of what the visitor will see:

Below the cards, three settings control when it opens:

If you picked Engagement modal, an Engagement modal section appears with the wording and the phone button behavior:

If the auto-open can show the callback form, either directly or through the modal's phone button, a Callback form on auto-open section appears with its own Header and Subheader. These replace the normal callback form texts only when the form pops up by itself, so you can write something that fits an interruption, for example "Before you go, want us to call you?"

Some pages should stay quiet, for example a contact page or a checkout. Under Do not auto-open on these pages, click Add page and type the page path, for example /contact. The auto-open stays off there, while the launcher button still shows so visitors can open the chat themselves. Add one line per page.

With Inactivity follow-ups on, the AI sends a short message when a visitor goes quiet in the middle of a chat, for example after the AI asked a question and got no answer. The message is written by the AI in the language of the conversation and fits what was said so far. Two settings:

Follow-ups only go out while the visitor still has the page open and while the intake questions are still in progress. Once the visitor closes the tab, your email and text follow-ups take over.

At the top of the widget editor, click Deploy.

Most firms want Website widget, since it follows visitors across every page.

Click Copy.

If you manage your site through a platform like Squarespace, Wix, or WordPress, look for a section called "Custom code," "Embed," or "HTML." Every platform names this differently, so search that platform's help docs for "add custom HTML" if you don't see it.

Click Email instructions, enter your web developer's email address, and Lexidesk sends them the code and setup steps directly.

Yes. In your Video library, click the video's thumbnail to open the player, then use the player's three-dot menu and choose Download.

Check that the video is marked Ready in your Video library, not Processing or Failed. Only ready videos play. Also confirm Start the chat with a full video is checked and that you saved the agent.

No. Lexidesk translates your widget text automatically once a visitor is in another language. Custom text overrides are optional, for when you want to control the exact wording yourself.

The widget reads the visitor's browser language and starts in that language. If you've added two or more languages, visitors can also switch languages with the button on your welcome video.

Yes. Use Per page settings, add a page with the path /es, and add your Spanish video under Videos in that card.

Yes, as long as Quick choices is how visitors start the chat. Add a page in Per page settings and set your choices for that path.

Avatar files are capped at 10 MB. Trim the clip or re-record at a lower resolution, then upload it again.

On the Proactive engagement tab, under Do not auto-open on these pages, click Add page and type /contact. The auto-open stays off on that page, and the launcher button still shows so visitors can open the chat themselves.

The auto-open shows once per visitor and then waits the Show again after time, 24 hours by default, so your second visit stays quiet. It also stays quiet if you already opened the chat or the callback form on that visit. To test again, open your site in a private browser window, or set Show again after to 0 minutes while you test and change it back after.

Not by default. The auto-open runs on desktop only until you turn on Auto-open on phones too on the Proactive engagement tab. Most firms leave it off, because the modal covers the whole screen on a phone.

Still stuck? Email [email protected] with your firm name and a screenshot of what you're seeing.