# Webmaster guide (plain English)

This guide is for the person who runs the website — not necessarily a developer.

## Big idea

Synderesis hosts the AI.
You only put a **small script** on your site, plus a **public site key**.

```
Visitor on your site
        │
        ▼
  Chat bubble (embed)
        │  public site key only
        ▼
  Synderesis cloud
        │  answers from YOUR FAQ
        ▼
  Optional: leave a message for you
```

## Site key vs API key

| Kind | Looks like | Goes on website? | Who uses it |
|------|------------|------------------|-------------|
| **Public site key** | `pk_live_…` | **Yes** | Chat bubble for visitors |
| **API key** | `syn_…` | **Never** | Developers / Chrome extension / backend tools |

If someone asks you for an “API key” for the chat widget, give them the **site key** instead.

## Recommended setup order

1. Write a one-page FAQ in a text editor (or use `templates/sample-faq.txt`)
2. Create the agent in admin and paste the FAQ
3. Test on `/customer-agent/test/?key=…`
4. Install on a staging page first
5. Install on the live site
6. Change **Allowed origins** from `*` to your real domain(s)

## Writing a good FAQ

**Do**

- Short paragraphs
- Real hours, prices, shipping times
- “We don’t …” rules if needed
- Contact email for hard cases

**Don’t**

- Paste entire PDF books
- Contradictory policies
- Private personal data

The agent is instructed **not to invent** policies. If the FAQ is empty or vague, it will say it does not know and offer human handoff.

## Branding

The default bubble matches Synderesis colours (blue / gold).
Optional embed attributes (advanced): see [settings-reference.md](settings-reference.md).

## Escalations

When a visitor leaves a message, it is stored for your account.
Open **admin → select agent → Recent escalations**.

Outbound email to your inbox is planned; v1 records the handoff in the product.

## Privacy notes for your privacy policy

You should mention:

- A chat assistant may process messages to answer support questions
- Messages may be stored briefly for quality / handoff
- Link to Synderesis privacy materials where appropriate

You remain the controller of your customer relationships.

## WordPress

See the plugin under `integrations/wordpress/synderesis-customer-agent/`.
Settings screen: **Settings → Synderesis Agent**.

## Shopify / Wix / Squarespace

Paste the script snippet into theme footer / custom code.
See [install-snippets.md](install-snippets.md).

## After go-live checklist

- [ ] Allowed origins locked to your domain(s)
- [ ] Escalation email correct
- [ ] FAQ covers top 10 real questions
- [ ] Tested on mobile
- [ ] Staff know where to read escalations