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How to Install Asyntai AI Chatbot on LeadConnector

Step-by-step guide for LeadConnector agencies and sub-accounts

Asyntai installs as a native marketplace app inside LeadConnector. Once installed, every chat conversation that captures an email or phone number becomes a tagged contact in your CRM, ready for your existing workflows to pick up.

Who this is for: Sub-account owners installing the bot on their own funnels, and agencies installing across one or more client sub-accounts.

Step 1: Install Asyntai from the Marketplace

  1. Open the App Marketplace in your LeadConnector sidebar.
  2. Search for "Asyntai" and open the listing.
  3. Click Install.
  4. Pick which sub-account(s) to install on. Sub-account owners install on their own location; agencies can select one or many client sub-accounts in a single step.
  5. Authorize the install. You'll be redirected to Asyntai automatically.

Agencies — bulk install: If you select multiple client sub-accounts at install time, Asyntai provisions a separate widget for each one in a single OAuth flow. All client bots roll up to your single Asyntai account, so you manage every install from one dashboard.

Step 2: Copy Your Widget Snippet

After authorizing, you'll land on the Asyntai setup page. For each sub-account you installed on, you'll see a snippet that looks like this:

<script src="https://asyntai.com/static/js/chat-widget.js" data-asyntai-id="asyntai_xxxxxxxxxxxx" async defer></script>

Click the Copy button next to the snippet for the location you want to set up first.

Step 3: Paste the Snippet into Each Funnel

The widget needs to be pasted into the tracking code of every funnel where you want the chat to appear. From inside the LeadConnector sub-account:

  1. Open Sites → Funnels (or Websites).
  2. Click the funnel you want to add the bot to.
  3. Click the Settings tab inside the funnel.
  4. Scroll down to Head Tracking Code.
  5. Paste the snippet you copied from Asyntai.
  6. Click Save.

Repeat for each funnel where you want the chat widget. The same snippet works for every funnel in that sub-account.

Note: LeadConnector doesn't expose a tracking-code API for marketplace apps, so this paste step is required per funnel. Once pasted, the widget loads on every page of that funnel automatically.

Step 4: Verify the Widget is Live

  1. Open one of your funnel pages in a new browser tab or incognito window.
  2. The chat widget should appear in the bottom-right corner.
  3. Click it to make sure it opens and responds.

Not seeing the widget? Make sure you saved the funnel after pasting. If you're previewing inside the LeadConnector builder it may not show — open the live funnel URL in a fresh tab to test.

Step 5: How Leads Sync to Your CRM

Lead capture is automatic — there's no extra setup. Whenever a visitor enters their email or phone number in the chat:

  • A new contact is created (or updated) in your LeadConnector CRM.
  • It's tagged with asyntai-lead so you can target it in workflows.
  • The chat transcript is attached as a note on the contact.

Trigger your existing workflows: Build a workflow with the trigger "Contact Tag Added" and target the asyntai-lead tag. Every chat lead will then fire SMS follow-ups, email nurture, pipeline stage changes — whatever you've set up.

Step 6: Customize the Bot

Open your Asyntai Dashboard to:

  • Train the bot on your business — add your website, FAQs, services, and policies.
  • Customize the widget color, position, and welcome message.
  • Enable lead capture, appointment booking, and human takeover.
  • Review chat transcripts and analytics.
  • Manage settings per location — each sub-account has its own bot in your dashboard.

Step 7: Give Each Client Their Own White-Label View

Once your agency's bots are live and collecting conversations, you can give each client a private way to review their own chat logs and analytics — branded as your agency, not Asyntai. Two options, same setup, use either or both.

Set Your Agency Branding (one-time)

  1. Go to /portal-tokens/ in your Asyntai dashboard.
  2. In the Agency branding card, upload your logo, set your agency name, pick your primary color.
  3. Click Save branding. This applies to every client portal you create.

Create a Token Per Client

  1. In Create new token, pick the client's website (one of the sub-accounts you installed on).
  2. Optionally label it (e.g. Acme Corp) so you can tell tokens apart.
  3. Set a password — required, minimum 4 characters. Click Generate for a secure random one (auto-copied to your clipboard).
  4. Click Create token. The token now appears in the list below with two access methods.

Once your client signs in once, they stay signed in on that device for 2 weeks — they don't have to re-enter the password every visit.

Option A — Send a Hosted Portal Link

  1. On the token's card, copy the URL (looks like https://asyntai.com/portal/abc123.../).
  2. Send the link + password to your client.
  3. They visit the link, enter the password, and see the dashboard with your logo and color scheme — no Asyntai branding on the page itself.

Option B — Embed in Your Own Agency Site

For a fully white-label experience on your own domain, paste a small JS snippet into any page on your agency website.

  1. On the token's card, click Embed on your site.
  2. Optionally restrict the embed to specific domains (e.g. agency.com, clientA.com) — leave empty to allow any domain.
  3. Click Copy on the snippet:
<div id="asyntai-logs"></div>
<script src="https://asyntai.com/static/js/dashboard-embed.js" data-token="YOUR_TOKEN"></script>
  1. Paste it into a page on your own site (a client login area, an agency dashboard, anywhere). The conversation list renders inline with your branding.
  2. Clicking a conversation opens the full transcript in a modal — also white-label.

What Clients Can and Cannot Do

Portal access is strictly read-only. Clients can:

  • Browse the conversation list, paginate, and search by date.
  • Open any conversation and read the full message-by-message transcript.
  • See visitor metadata (country, device, page they were on).

They cannot reply, block visitors, change settings, train the AI, or see anything from your other clients.

Need Help?

Email hello@asyntai.com — we usually respond within a few hours.