Usar Archie AI dentro de tus otras herramientas (widget)

What you'll achieve

Have the assistant appear as a floating button inside other suite tools (for example Archie Send), without leaving them.

How it works

Whoever chats must be someone who is already a user of your organization in Archie AI. The tool showing the button asks Archie AI for a single-use link valid for 2 minutes, and the assistant opens in a protected window. The session lasts 2 hours.

What the widget can and can't do

• It can: chat, look up your data and, if the level allows it, create drafts. It counts as one query in the plan. It's the same private conversation you see in the dashboard.
• It can't: approve confirmation cards, undo actions, change connections, instructions, team or security. Those actions are only done in the dashboard with 2FA.

Before you start

• Be an administrator.
• Your technical team or Archie's must install the button in the host tool.

Steps

1. Go to Widget in the dashboard. Screenshot: Widget screen
2. In Authorized sites, add the address of each tool where it will be used, only with https and with no port or path (for example, https://send.tuempresa.com). Maximum 10.
3. In Embed keys, create a key for each tool. It's only shown once: save it in your password manager and give it to whoever installs it. Maximum 5 active.
4. To remove a tool's access, revoke its key: sessions opened with it close immediately.

Expected result

Whoever uses the host tool sees the Archie AI button and can chat with the assistant.

Best practices

• The key lives only on the server of the tool, never in the browser or in a shared document.
• Anyone with the key could open the widget as any user in the organization; revoke it if it leaks. Check the last-used date.

Common issues

When to contact support

If you installed the button and it doesn't open. Send us the site address and the time. Don't send us the key.