Website Chatbot Widget — Integration Document

Version: 1.0.0
Last Updated: 2026-03-08
Status: ✅ Implemented (Phase 1)

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Overview

PF-68 provides a configurable, embeddable website chatbot widget for external visitor engagement. It integrates with PF-27 (Platform AI) for RAG-based responses and CE-01 (Contacts/Leads) for lead capture.

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Architecture

• Widget: Route-based (/chatbot/widget) served in an iframe via public/chatbot/embed.js
• Admin UI: /settings/chatbot — tabbed config page (General, Knowledge, Lead Capture, Embed Code)
• Edge Functions: chatbot-session, chatbot-message, chatbot-lead-capture
• Database: pf_chatbot_configs, pf_chatbot_sessions, pf_chatbot_messages

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Integration Points

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Event Contracts

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pf_chatbot_lead_captured

• Publisher: chatbot-lead-capture edge function
• Subscribers: CE-01, PF-35 (webhooks)
• Payload:
  {
    "organization_id": "uuid",
    "session_id": "uuid",
    "contact_id": "uuid",
    "lead_id": "uuid",
    "visitor_name": "string",
    "visitor_email": "string"
  }
  

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Security

• All edge functions use verify_jwt: false with domain validation and session JWT
• RLS policies use pf_has_permission() (4-arg) for authenticated admin access
• Widget is anonymous; no auth.uid() available for visitor sessions

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Permissions