Three presentation modes
Use inline, modal button or guided steps without separate intake logic.
Conversion widget
Capture customers where their interest begins
OfferAgent's conversion widget publishes a selected form directly on a website, behind a contact button or as a guided multi-step flow. The versioned loader validates allowed domains, keeps styling isolated and sends every accepted submission through the same canonical lead-capture pipeline, so installation stays small while the resulting customer data remains structured.
Meet visitors without rebuilding the website
A useful contact path should fit the page and still lead into the team's real workflow.
How it works
- 01
Select the form
Connect a published FormEngine definition to the widget.
- 02
Choose a display mode
Use inline, button or guided presentation according to the page task.
- 03
Verify domains and preview
Allow the intended hosts and test without creating production leads.
- 04
Install and monitor
Add the generated loader and inspect accepted or rejected submissions.
Product proof: one loader, governed runtime
The production workspace separates draft preview, publication and runtime health.
Prerequisite: Requires Forms access, a published form and an allowed domain.
Widget workspaceProduct flow
- 1Domain allowed
- 2Preview passed
- 3Runtime active
Open the signed-in product workspace
Sign-in and the correct plan are required. This link is not a public demo.
What this capability supports
Allowed-domain control
A published widget can be limited to explicitly configured hosts.
Isolated presentation
The embed avoids inheriting arbitrary host-page styles.
Safe preview
Test mode validates behavior without creating real customers or metrics.
Prerequisites and clear boundaries
OfferAgent states what the capability does and what still requires configuration, permission or a human decision.
- The widget requires a published compatible form.
- Host CSP and consent configuration remain the website owner's responsibility.
- Publishing a widget does not enable downstream automation automatically.
Frequently asked questions
Must we rebuild our website?
No. Installation uses a generated loader or button snippet on the existing page.
Can we test before launch?
Yes. Preview mode validates the experience without creating production records.
Can the widget calculate a price?
Only when a separately configured pricing workflow is connected; the widget itself captures input.
Does it work in common CMS platforms?
It works where the site permits the generated script and required security policy.