Widgets overview
VertaFlow widgets are small <script> tags you paste into your site’s HTML. Each one drops a piece of functionality onto your pages — a lead form, a chat bubble, a booking scheduler — and routes whatever it captures straight back to your CRM. No CORS setup, no CSP wrangling, no separate dashboard to log into.
Every widget loads from api.vertaflow.io/v1/ and is keyed to your Site ID plus a signed public Site Key so VertaFlow knows which account and approved site the data belongs to. Always copy the generated snippet from the CRM instead of hand-typing one.
Where to manage widgets
Section titled “Where to manage widgets”There are two doors to the same screen:
- Widgets in the main sidebar (
/widgets) — the full widget kit with copy-paste snippets. - Settings → Widgets (
/settings/widgets) — the same kit, rendered inside the Settings shell so you stay in Settings. It’s the exact same page; pick whichever is closer to where you are.
At the top of the page is a Site ID field. It defaults to a sample domain — change it to the site you’re installing on. Every snippet on the page updates live to carry that Site ID and its signed Site Key.
The kit
Section titled “The kit”| Widget | What it does | Where data lands |
|---|---|---|
| Analytics Pixel | Cookieless pageview + event tracking (~800 bytes) | The Pixel dashboard |
| Lead Capture Form | Embeddable contact form | Leads / your pipeline |
| Chat Widget | Floating chat bubble | Tickets + Leads |
| Booking Widget | Inline appointment scheduler | Appointments |
| Review Collector | Star-rating form; 4★+ auto-publish, lower ratings route to internal moderation | Reviews |
| Notification Bar | Fixed announcement bar at the top of the page | display only |
| Exit-Intent Popup | Email capture on exit / scroll / timer | Leads |
Free vs paid
Section titled “Free vs paid”The lead-capture form, the canned-reply chat bubble, the visit-tracking pixel, and the inbox are the lead-capture-and-track core available on the Free tier. The AI-grounded chat upgrade and managing widgets across many client sites are paid features. See Free tier limits and What’s in each plan for the exact line.