Onboarding Guide
From your website URL to a live front desk in a few minutes. You’ll paste your site, confirm what the assistant learned, tell it where to send leads, and drop one snippet on your website. No phone install, no calendar setup, no code beyond a copy-paste.
What you'll have at the end
A chat widget on your website that answers visitors from your own pages — services, hours, location — and emails a fresh lead to your team within about a minute whenever a visitor wants to book, asks about price, or shares their number.
Step 1 — Paste your website URL
Open the setup flow and paste your practice’s website address (for example yourpractice.com). That’s the only thing required to start.
Linkiz then reads your site for you. It crawls up to ~30 pages and learns the real facts about your business: your services, hours, insurance/financing notes, address, and phone number. You’ll see a live “Reading your website → Building knowledge base → Indexing content → Wiring up the agent → Learning your business” progress rail while it works.
Use your public site
Point it at the same public URL your customers visit. Internal or private hosts (localhost, private IP ranges) are rejected on purpose. Indexing is eventually-consistent, so the very last facts can take a little time to settle — that’s normal.
Step 2 — Review and confirm what it learned
Next you’ll see the facts the assistant extracted from your site — your business name, a short summary, and the services it found. Read them and confirm.
Linkiz only ever uses real, confirmed facts from your site. It deliberately refuses to fill blanks with sample placeholders. If the crawl couldn’t find something, that field is left empty for you to complete rather than guessed — the assistant never invents a fact about your practice.
Step 3 — Set your escalation email
This is where new patient leads land. When a visitor shows buying intent or shares their contact details, Linkiz emails the lead — with the visitor’s message, detected intent, and the conversation transcript — to your escalation email, typically within seconds.
Set or change it in Dashboard → Settings under Escalation. If your site listed a contact email, Linkiz seeds that address for you automatically — just confirm it’s the inbox your front-desk team actually watches.
No escalation email = no alerts
Leads are still captured and saved without one, but your team won’t be emailed about them until you set this. Set it before you go live.
Step 4 — Grab your embed snippet
In Settings → Web widget you’ll find your install snippet. Copy it and paste it just before the </body> tag on your website (every page you want the widget on). It loads asynchronously and won’t slow your pages.
<script>
(function(w,d,s,o,f,js,fjs){
w[o]=w[o]||function(){(w[o].q=w[o].q||[]).push(arguments)};
js=d.createElement(s);fjs=d.getElementsByTagName(s)[0];
js.id=o;js.src=f;js.async=1;fjs.parentNode.insertBefore(js,fjs);
}(window,document,'script','aimz','https://linkiz-frontdesk.vercel.app/widget.js'));
aimz('init', { key: 'fdk_your_publishable_key' });
</script>The key is safe to publish
The fdk_… key is a publishable key — it’s meant to ship in your public website. It only identifies your practice; it grants no access on its own. Your domain allowlist (next step) and usage limits are what protect you.
Not the one who edits the website?
If you don’t manage your own site, the Install the Widget guide has step-by-step notes for Wix, Squarespace, and WordPress — plus a ready-to-send message you can forward to your web person.
Step 5 — Add your domain to the allowlist
The widget will only run on the domains you authorize. When you onboarded, your site’s domain (apex + www) was added to the allowlist automatically. You can see the authorized domains under Settings → Web widget.
If you serve the widget from another domain (a separate landing page, a staging URL), make sure that origin is on the allowlist too — otherwise the widget there will be turned away.
Step 6 — Test it
Open the widget on your site (or use the live test at the end of the setup flow) and ask it exactly what your customers ask: “What are your hours?”, “Do you take my insurance?”, “How much is a cleaning?”, “Can I book an appointment?”
Watch it answer from your own pages, with citation links back to the real source. Then test a lead: say something like “Can someone call me at 555-123-4567?” — and confirm the lead shows up on your dashboard and the alert reaches your escalation email.
It won't guess
If you ask something that isn’t on your site — a price you never published, an insurance you never listed — the assistant won’t make it up. It says it’ll have the office confirm, and captures the visitor’s number so you can follow up. That honesty is by design.
Once you’re live, learn how to run the front desk day to day.