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How to set up website widget for wellness program employe…

How to set up website widget for wellness program employer portal widget — answered from your own docs. How Corporate Wellness Programs teams use Chatref (websi

Chatref Team3 min read / Updated June 16, 2026

Adding the Chatref website widget to your employer portal gives employees instant answers about wellness programs, scheduling, and benefits—grounded in your own content. You get a snippet that embeds directly on your portal, with branding you can match to your corporate wellness programs look. This guide walks through the short setup, testing, and common snags.

Before you start

  • A Chatref account—sign up at app.chatref.ai and grab your $50 free credit.
  • Your wellness program content added: upload PDFs, point to URLs, or paste text that covers program details, scheduling, eligibility, and faqs. The agent answers only from what you give it.
  • Admin access to the employer portal where you’ll paste the widget snippet.
  • The portal domain(s) you want the widget to appear on—you’ll need to allowlist them later.

Step-by-step setup

  1. Copy the widget snippet.
    In your Chatref dashboard, go to the agent you built for corporate wellness programs. Open Widget in the sidebar and copy the full <script> tag. It looks similar to:

    <script src="https://app.chatref.ai/widget.js" data-agent-id="your-agent-id"></script>
    
  2. Paste it into your employer portal.
    Place the snippet just before the closing </body> tag of every page where you want the widget to appear—typically the dashboard, benefits page, or a dedicated support section. Most portals let you edit the global footer or a custom HTML block.

  3. Allow your portal domain.
    Still in the Widget settings, find the Allowed Origins field. Enter the full origin of your portal (e.g., https://wellness.yourcompany.com). If you use multiple subdomains, list each one. Without this, the widget stays invisible on the page.

  4. Brand the widget to match your portal.
    Under Customization, set:

    • Primary color to your corporate wellness program accent.
    • Widget title (e.g., “Wellness Help”).
    • Greeting message that reflects the portal (e.g., “Ask anything about your wellness benefits”). Branding changes apply instantly across all allowed origins.
  5. Add a quick first question.
    In the same settings, set a Starter Question like “What programs are available for me?” so employees see how to begin.

Check it works

  • Open an incognito window or a different browser, navigate to your portal page where you placed the snippet.
  • Click the widget bubble. You should see the chat open with your branded greeting.
  • Ask a real question: “What wellness programs do we offer?” or “How do I schedule a session?” The answer must come from your uploaded content—no generic web guesses.
  • If the answer is off, review the agent’s training content and re-test.

Common issues

  • Widget doesn’t appear at all.
    Most often the snippet is missing or the domain isn’t allowlisted. Double-check the <script> is in the portal source and the origin matches exactly (no trailing slash).

  • Branding doesn’t look right.
    Corporate wellness program portals often have aggressive CSS. If the widget colors or fonts clash, adjust the primary color in Chatref, then clear your browser cache. If the portal uses a strict CSP, you may need to whitelist the Chatref script source.

  • Agent answers “I don’t know” for good questions.
    The agent is reading only what you uploaded. Re-upload clearer, more direct content that covers the exact phrasing employees use (e.g., “wellness program employer portal widget corporate wellness programs” style questions). Also check that the agent’s persona or prompt isn’t too restrictive.

  • Widget appears but chat is empty.
    The script may be blocked by an ad-blocker or a corporate network filter. Test on a clean device without extensions.

FAQ

What causes wellness program employer portal widget problems for Corporate Wellness Programs?

The most common causes are a missing origin entry in the allowed list, a snippet pasted in the wrong location, or content that doesn’t cover the specific questions employees ask. Other triggers include portal-specific caching, content-security policies, or ad-blockers that block the widget script.

How do I improve wellness program employer portal widget for Corporate Wellness Programs?

Make sure your training content uses the natural language employees actually type—phrases like “wellness program employer portal widget corporate wellness programs” should be answered if your docs cover that terminology. Adjust the primary color and greeting to clearly signal the widget is part of the portal. Use the insights tab to spot recurring questions, then add or refine content that answers them, reducing “I don’t know” responses over time. For more on tailoring the agent to healthcare settings, see Corporate Wellness Programs.

Put this into practice

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