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Integration

1 Sep 2026 · 16 min read

Connect website chat, email, SMS, voice, and custom apps

The complete ConveRact connection map beyond social messaging, with exact workspace paths, provider prerequisites, tests, launch controls, and API documentation.

By ConveRact Solutions Engineering

Reviewed for production implementation

WHAT YOU WILL LEARN

Website widget installation

SMTP, SMS, and ElevenLabs prerequisites

Custom app and API access


01

Install the website chat widget

The website widget uses the tenant public key to load branding, catalog cards, conversation history, and customer-safe chat endpoints. The key identifies the tenant but is not an administrator credential. Access is restricted by the exact website origins saved in ConveRact.

Add every production origin exactly, including scheme and port when applicable. Do not add a wildcard. Test desktop, mobile, navigation, multiple tabs, returning conversations, product cards, payment links, human handover, and loading or offline behavior.

STEP BY STEP

  1. 1

    Open ConveRact → Widget.

  2. 2

    Add the exact website origin, for example https://www.client.com, and save it.

  3. 3

    Copy the generated script snippet.

  4. 4

    Paste the snippet immediately before the closing body tag on every page where chat should appear.

  5. 5

    Publish the website and send a real test message from the production domain.

  6. 6

    Open ConveRact → Conversations and verify tenant, source, message, reply, and handover.

OFFICIAL LINKS

Open ConveRact widget setupOpen branding settings

LAUNCH CHECK

Production origin allowlisted

Snippet copied without modification

Mobile layout tested

Conversation visible in workspace

02

Connect outbound email through SMTP

Email delivery is configured under Settings before the Email channel is enabled. Obtain the SMTP host, port, encryption mode, username, password or app password, and approved From address from the client email provider.

ConveRact can use the verified sender for quotes, receipts, invoices, invitations, notifications, and configured customer communication. Provider authentication, sending limits, and domain reputation still belong to the client.

STEP BY STEP

  1. 1

    Publish SPF, DKIM, and DMARC records required by the email provider.

  2. 2

    Open ConveRact → Settings → Email delivery.

  3. 3

    Enter SMTP host, port, TLS setting, username, secret, From name, From address, and reply-to address.

  4. 4

    Run Verify SMTP, then send a branded test email to an external mailbox.

  5. 5

    Confirm inbox placement, links, reply handling, and audit history.

  6. 6

    Open Channels → Email assistant and enable the live connection.

LAUNCH CHECK

Domain authentication published

SMTP verification passes

External test received

Sender and reply-to verified

03

Prepare SMS with a provider adapter

SMS requires a provider-specific transport adapter. ConveRact currently labels the channel Adapter required until a supported Twilio-compatible or custom transport is configured. Do not mark SMS live using demo credentials.

Before launch, obtain the messaging number, provider credentials, sender registration where required, inbound and status webhook configuration, consent language, opt-out keywords, quiet hours, and regional compliance approval.

STEP BY STEP

  1. 1

    Choose the SMS provider and purchase or register a messaging-capable number.

  2. 2

    Configure the ConveRact provider adapter on the server.

  3. 3

    Register inbound-message and delivery-status webhooks.

  4. 4

    Configure consent, STOP handling, quiet hours, and suppression rules.

  5. 5

    Send tests for delivered, failed, opted-out, multipart, and international messages.

LAUNCH CHECK

Adapter installed

Number registered

Inbound and status webhooks tested

Opt-out handling verified

04

Enable ElevenLabs voice and calls

Voice configuration is stored server-side. ConveRact needs the restricted ElevenLabs API key, Agent ID, Voice ID, and selected model. Phone calls additionally need a supported number or SIP connection and region-specific consent, recording, quiet-hour, and caller-identification controls.

Test the secure browser voice session before enabling telephony. Then validate interruption, silence, latency, pronunciation, tool permissions, transfer, hangup, transcript delivery, and failure recovery.

STEP BY STEP

  1. 1

    Create and configure the agent in ElevenLabs.

  2. 2

    Open ConveRact → Settings → Voice & calls.

  3. 3

    Enter the restricted API key, Agent ID, Voice ID, and model, then run the provider test.

  4. 4

    Open Channels → ElevenLabs voice and create the connection.

  5. 5

    Test a signed browser session.

  6. 6

    For calls, connect Twilio or SIP in ElevenLabs and test inbound, outbound, transfer, and consent flows.

LAUNCH CHECK

Restricted key verified

Signed session works

Consent configured

Transfer and failure paths tested

05

Connect a custom website, mobile app, or business system

Use the public widget API for customer-facing chat and catalog access. Use a scoped workspace API key for approved server-to-server product, quote, payment, customer, or lead operations. Never place an atl_ workspace API key inside browser or mobile application code.

Choose the smallest permissions required, set an expiry, store the key in the client backend or secret manager, and revoke it immediately when ownership changes. Use unique idempotency references for commercial actions and verify every inbound webhook signature.

STEP BY STEP

  1. 1

    Open ConveRact → API keys and create a key for one named integration.

  2. 2

    Select only the permissions that integration requires and set an expiration date.

  3. 3

    Copy the key once into the client server secret manager.

  4. 4

    Open the API documentation and test against a non-production tenant.

  5. 5

    Implement timeouts, safe retries, idempotency, structured error handling, and request correlation IDs.

  6. 6

    Test revoked, expired, missing-permission, duplicate, and provider-failure cases before launch.

LAUNCH CHECK

Key stored server-side

Least privilege selected

Expiry and owner recorded

Failure and revocation tested

06

Use one launch checklist for every channel

A connection is ready only when a real external account can send a message, ConveRact resolves the correct tenant, the AI uses verified business data, the provider receives the reply, staff can take over, and failures are visible. A green credential test alone is not an end-to-end launch.

Keep separate development and production credentials. Assign owners for provider billing, credentials, templates, domain verification, customer consent, incident response, and AI quality. Re-test after changing any provider app, token, phone number, Page, account, domain, prompt, catalog source, or payment configuration.

LAUNCH CHECK

Real external message passed

Correct tenant confirmed

AI and staff replies delivered

Failure monitoring and rollback ready

Put this guide into practice

ConveRact exposes setup steps, credential tests, connection health, role controls, and post-connect guidance inside the workspace.

Open workspace