Add IntelliQuote to your website
One line of code adds a floating IntelliQuote chat bubble to your existing website. Customers describe their job, IntelliQuote takes the details, and books them in for a quote visit — same as if they had used your public enquiry link, but from your own site.
The two-line version
- Copy the snippet from Settings → IntelliQuote website agent.
- Paste it into your website's
<head>or just before the closing</body>tag.
That's it. The bubble appears bottom-right on every page. When a customer clicks it, they chat with IntelliQuote and the enquiry lands in your dashboard exactly like a public-form enquiry.
What your customers see
- A small chat bubble bottom-right of every page on your site.
- When they click it, a panel opens with a greeting: "Hi — I'm IntelliQuote, [Your Business]'s AI job coordinator. Tell me a bit about what you need doing and I'll help you book a visit."
- The customer describes the job. IntelliQuote gives a plain-English take on the likely cause, follows up with any details missing, and offers to book a quote visit.
- Once they agree, IntelliQuote hands them a "Choose your visit time →" button that opens your existing booking page.
- The customer picks a slot; you get the same Telegram + email notifications you get for public-form enquiries. From your side, nothing new to learn.
What IntelliQuote will and won't do
Will:
- Give a plain-English take on the likely cause of the job.
- Politely redirect jobs that aren't in your wheelhouse (based on the specialisms you've told us about on Settings → Customer comms).
- Collect name, contact, postcode, and a clear description of the job.
- Say up front that it isn't an emergency service, and if the customer describes anything urgent, redirect them straight to 999 or the appropriate service.
Won't:
- Quote prices. Ever. IntelliQuote will always say you'll price the job at the visit.
- Handle emergencies. It says so in its opening message, in the footer of every screen, and any time a customer describes something urgent.
- Give specific safety instructions ("turn off the gas at the meter"). Those come from the emergency service on the other end of the phone, not from us.
Bookings are proposed, not confirmed — until you say so
When a customer books via IntelliQuote, TradesOps flags the booking as proposed. You get the same Telegram card you already get for public-form enquiries, plus a note pointing you to the full chat transcript on your dashboard. Open the enquiry, read what was said, and only confirm once you're happy with it.
- If IntelliQuote missed something urgent that the customer typed in passing ("boiler dripping, and I've had a headache all week"), you spot it in the transcript and phone them directly rather than waiting until the visit.
- If the booking makes sense, tap Confirm and the customer gets their confirmation email as usual.
This is deliberate: IntelliQuote is a helpful front door, but you're the domain expert. The system is built to keep you as the final call on every booking.
Why this posture: protects both you and TradesOps. IntelliQuote is unambiguous about what it's for, and you get the last look before anything reaches the customer.
Setup by website builder
WordPress
- Log in to your WordPress admin.
- Appearance → Theme File Editor (or use the free "WPCode" or "Insert Headers and Footers" plugin — safer, doesn't break on theme updates).
- Paste the snippet before the closing
</body>tag in your theme's footer.php, or into the "Footer scripts" box in the plugin. - Save.
Wix
- Open your site editor.
- Settings → Custom Code (or Marketing & SEO → Custom Code on newer editors).
- + Add Custom Code.
- Paste the snippet, set "Load code on" to All pages, and "Place code in" to Body – end.
- Publish.
Squarespace
- Open your site editor.
- Website Settings → Advanced → Code Injection.
- Paste the snippet into the Footer box.
- Save.
Static HTML / other
Open the HTML file for your site (or every page that should carry the widget). Paste the snippet immediately before the </body> tag. Upload the changed file.
Anything else
Every website builder has a way to add a <script> tag globally. Look for something called "Custom code", "Header/footer scripts", "HTML injection", or similar. The snippet goes in a global footer or header block so it appears on every page.
How to check it's working
- Load a page on your website after pasting the snippet.
- You should see a small chat bubble bottom-right.
- Come back to Settings → IntelliQuote website agent. Under "Where the widget is loading", your site's address should appear within a couple of minutes.
- Optionally, click "Preview" from the settings page to chat with your own IntelliQuote before it goes live — check the voice feels like something your customers would enjoy.
Turning it off
Remove the <script> line from your website. IntelliQuote disappears immediately. Existing enquiries are untouched.