Install Upsell Buddy on any site.

One script tag. Under 5 minutes. Works on any HTML site, CMS, or page builder. Platform-specific guides below for deeper integration.

Step 1

Add the script tag

Copy your Business ID from Settings → Install in the dashboard, then paste this tag on every page where you want the widget. Drop it in your site's <head> or just before </body>.

<script
  async
  src="https://widget.upsellbuddy.com/v1/script.js"
  data-business-id="YOUR_BUSINESS_ID"
></script>

Replace YOUR_BUSINESS_ID with the value from your dashboard. The script loads asynchronously — it won't block page render.

Step 2

Verify install

Open your site in a browser (not a local file — the widget needs a domain). You should see the Upsell Buddy chat icon in the bottom-right corner within a few seconds of the page loading.

Quick checklist

✓ Chat icon appears in the bottom-right corner.
✓ Clicking the icon opens the chat window.
✓ Sending a message receives a reply (may take a few seconds on first load).
✓ The conversation appears in the Conversations inbox in your dashboard.

Don't see the icon? Check that your Business ID is correct and that the script tag is present in the rendered HTML (view source or inspect element). If you're on WordPress, use the WordPress plugin instead of the manual snippet.

Step 3 (optional)

Platform-specific guides

The script tag is all you need to get chat running. For deeper integration — product sync, signed customer identity, order-aware support — follow the guide for your platform.

WordPress 1-click plugin from WordPress.org or manual script tag for any WP theme. WooCommerce Product catalog sync, order-aware support, and cart-abandonment recovery. Shopify OAuth app install — products, customers, and orders flow in automatically. Service businesses Lead capture, booking deep-links, and quote-request forms for agencies and consultants.

Advanced

Customer identity (signed JWT)

By default the widget runs in anonymous mode. To unlock order-aware support, audience-gated knowledge, and verified customer profiles, enable signed identity. Your server signs a short JWT when a customer is logged in, and the widget passes it to the agent — the agent then knows who the customer is and what they're entitled to.

How it works

Enable signed identity in Settings → Identity.
Your server generates a JWT signed with your CUSTOMER_IDENTITY_SIGNING_SECRET.
Pass the token to the widget via the data-identity-token attribute.
The agent verifies the signature and unlocks the customer's tier and order history.

Full signed-identity docs are in the dashboard after you connect. See also the WordPress guide for a worked example with member sites.