Builder — Publish & Deploy

Your edits in the builder save to a draft. This article explains how to publish that draft to your live agent, and how to put the agent on your site.

Prerequisites

Your agent needs rules, product settings, and design settings. If any of those sections is empty, the agent does not publish.

Publish your agent

1. Open the agent in the builder.
2. Click Publish at the top right. A panel opens.
3. Read the text at the bottom left of the panel. It reads Not published yet, or it names the date of the last publish, for example Published 3 days ago.
4. Click Publish at the bottom right of the panel.
5. Wait for the message Published — you're live.

Your live agent now serves the version that you published.

Screenshotthe builder header with the Publish panel open, showing the launch-type pills and the footer Publish button

Choose where the agent runs

The top of the Publish panel holds one pill for each active launch type. Each pill carries its own install instructions.

Launch type	Where the agent runs
On-page	Inside a container on your own web page.
Owned web	On a full-page link that VWAM hosts for you.
Product Q&A	As a question-and-answer block on a product page.

Warning: a change to the launch types publishes your agent immediately. All of your unpublished edits go live at that moment. Publish or discard your draft edits before you change a launch type.

To add a launch type, click the + button next to the pills. Then pick a type from the menu. To remove a launch type, click the X on its pill. At least one launch type must stay active.

Product Q&A is available only to accounts that have the feature turned on. Product Q&A also excludes the other two types. An agent runs either as Product Q&A, or as On-page and Owned web. To run both, create a second agent.

Install the On-page agent

1. Select the On-page pill.
2. Under Add Global Script, click Copy Script.
3. Paste the script into your site template, or into your tag manager. One script serves all of your agents.
4. Under Place Agent Container, click Copy Container.
5. Paste the container into the page, at the exact spot where the chat belongs.

Share the Owned web agent

1. Select the Owned web pill.
2. Under Copy & Share Your Link, click Copy Link.
3. Send the link to shoppers, or link to it from your site.

Install the Product Q&A block

Select the Product Q&A pill. The panel offers three install methods. Read Product Q&A Install for the full steps.

Publish first, then test

You can copy the script, the container, and the link before your first publish. None of them works until you publish the agent. Publish first, then test the code on your site.

Change your agent after you deploy

Your installed code carries no version. Every publish replaces the live version behind the same code. You never paste the code again.

To see a draft before you publish it, click the eye icon at the top of the builder. The preview opens the draft version. Your live agent does not change.

Roll back a published version

1. Open the agent in the builder.
2. Click the Version History icon in the left rail.
3. Find the version that you want.
4. Click Rollback.
5. Confirm the rollback in the dialog.

A rollback returns your agent to the Draft state. Publish again to make that version live.

To drop your unpublished edits and keep the live version, click Discard Changes on the live row.

Find the install code later

1. Open Settings.
2. Click Deployment.

The page lists the script and one container code for each published agent. Unpublished agents do not appear there.