Example file
01-minimal.html
The paste-in snippet: a floating button, with client and adviser from data attributes.
To try this page, download it, replace the placeholders and put it on a test page of your website. Opening the file from your computer won't work, because the embeds check the website address they're on.
<!doctype html>
<!--
Minimal install: the paste-in snippet on a client record page. Because the
script tag has both data-integration-key and data-firm-id, the widget
starts by itself and shows a floating "Nurture with AI" button in the
bottom-right corner.
Replace YOUR_WIDGET_KEY, YOUR_FIRM_ID and SIGNED_PASS_FROM_YOUR_SERVER, and
the adviser and client details. In your portal you would usually fill these
from your own templates, for example data-consumer-email="{{Client.Email}}".
-->
<html lang="en">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width,initial-scale=1">
<title>Nurture: minimal install</title>
</head>
<body>
<h1>Minimal install</h1>
<p>Look for the "Nurture with AI" button in the bottom-right corner. Click it, accept the terms the first time, pick a reason and outcome for the call, and press <strong>Generate message</strong>.</p>
<h2>Jane Example</h2>
<p>Client record <code>CLIENT-123</code>. Adviser: Sam Example.</p>
<!--
YOUR_WIDGET_KEY: your widget key (starts nwk_), provided by Subcontext.
YOUR_FIRM_ID: a firm id Subcontext has set up for you.
SIGNED_PASS_FROM_YOUR_SERVER: a signed identity pass your server creates
for this firm id and adviser id each time it renders the page (see
https://subcontext.com/developers/embeds/nurture/signed-identity,
using the signing key Subcontext provides). Leave the attribute out
only if Subcontext has switched signed identity off for your portal.
data-consumer-email: test messages are sent for real, so use your own
address instead of you@your-firm.example.
-->
<script
id="nurture-embed-script"
src="https://js.subcontext.com/nurture-latest.js" defer
data-integration-key="YOUR_WIDGET_KEY"
data-firm-id="YOUR_FIRM_ID"
data-identity-token="SIGNED_PASS_FROM_YOUR_SERVER"
data-advisor-name="Sam Example"
data-advisor-id="ADVISER-7"
data-advisor-email="sam@your-firm.example"
data-consumer-first-name="Jane"
data-consumer-last-name="Example"
data-consumer-email="you@your-firm.example"
data-consumer-phone="07700 900841"
data-consumer-external-id="CLIENT-123"></script>
</body>
</html>