Going Live
Get your firm set up and take your first real intake.
By Ivan1 author7 articles
- How to set up and install your Lexidesk chat widgetA complete walkthrough of every chat widget setting, from branding and the welcome video to languages and per-page overrides, plus how to install it on your website.
- How to choose between the Lexidesk website widget and the website iframeThe difference between the floating website widget and the embedded iframe, which one to use on your site, and how to run both.
- How to connect your calendar and start taking consult bookingsHow to set up your consult offers so clients can book straight from the AI, using whichever scheduler your firm already uses.
- How to set up call transfers to your team (and what to do after hours)How to tell Lexidesk who to transfer calls to, write instructions the AI will actually follow, and set availability for after-hours teams.
- Adding Lexidesk's DNS records to your domain (and why it matters)What DNS records Lexidesk needs on your domain, why they matter, and the fastest way to get them added on any registrar.
- How to set up and use the Referral NetworkSend leads you can't take to trusted partner firms, track whether they accepted, and grow your referral relationships.
- How to test your AI before going liveA practical checklist for running test calls and catching issues before your AI handles real leads.