Setup Guides | Glimpze

Launch checklist

Below you'll find an ultra short checklist for getting started with Glimpze.

Install the Glimpze widget snippet on your website and product surfaces (e.g. in your web-app).
Invite sales and customer success teammates, define routing preferences, and confirm notification preferences.
Configure the primary call-to-action button and default lead capture fields.
Test the full flow—trigger the widget, submit details, join a live conversation, and close the loop.

Quick guide on creating, styling and implementing your first widget.

Tips to set two important configurations in Glimpze.

Template guide page for connecting Glimpze and Slack.

Enable AI replies, set the name and avatar, write the system prompt, and choose when the AI replies.

Upload files, web pages, and sitemaps so the AI answers from your real content, and tune retrieval.

Let the assistant start a call, hand off to a human, collect form fields, or book a meeting.

Trigger nudges by page, time, scroll depth, exit intent, UTM, or referrer—with follow-ups and caps.

Configure AI and human welcome messages and how proactive copy overrides the standard greeting.

We're working hard to develop our guides and documentaiton. Stay tuned for more content on how to use Glimpze!