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Documentation Index

Fetch the complete documentation index at: https://docs.quarterzip.ai/llms.txt

Use this file to discover all available pages before exploring further.

Deciding where to place your agents

With an SDK you can place a link to launch your agent from anywhere in your product. Increased agent entry points is the key to drive user activation. Here are several examples of places you can place your Call to Actions to launch your agent:
Pages and FlowsUse CaseDescription
(Default)
Floating Action Button
Onboarding
Support
Feature Discovery
At the bottom right-hand corner of your product, a circle with a question-mark will appear. And you can use Google Tag Manager to add your agents to this element.
New User ModalsOnboardingProvide new users support right away
Onboarding CenterOnboardingTarget onboarding focused users in your onboarding center
Help CenterSupport
Onboarding
Target users who need support
AI Chat BotsSupport
Onboarding
Provide your users the option to switch to a voice modality within your AI Chat Bot
SidebarSupport
Onboarding
Offers high visibility support at any stage of the user journey
New Feature / Release ModalFeature DiscoveryIntroduce new features with the ability to explore them together
Empty StatesOnboarding
Feature Discovery
Offer support on features that are new to the user

Note: This should be paired with another, more persistent option to allow your users to return to this

Call-to-Action component

Call-to-Action (CTA) components are how users launch your agents inside your product. When a user selects a CTA, a small, draggable call window appears on top of your product UI. This window shows the agent’s name and a button to start the call. The default CTA is a Floating Action Button, but you can create custom, brand-aligned components to match your product. Common high-conversion formats include:

Banners

Full-width
High visibility. Ideal for guiding new users through onboarding.
Medium
Draws attention without dominating the interface. Works well in onboarding flows, support centers, or for contextual help and feature discovery.
Small
Lightweight and unobtrusive. Ideal for sidebars to provide persistent help throughout the user journey.
Image

Cards

Large
Works well in dashboards or product layouts. Provides space for a short description alongside the CTA.
Small
Compact and flexible. Best for side panels, help sections, or areas with limited space where support should still be easy to find.
SDK Pre Call Cards

Choosing the right copy

Your CTA copy should clearly signal what the experience is and why a user should start a call. Below are examples of what works and what to avoid.

What works

TipExample
Make it clear this is a voice experienceUse phrases like “Join a Call” or “Talk to an Agent.”
Highlight that the experience is personal“1:1 onboarding”, “Personalized support session.”
Create Urgency“Get support now,” “Join a call,” “Talk to an agent.”
Provide context for the help offeredTell users what the agent will help with: onboarding, setup, troubleshooting, support.
Support international users“Get support in your language.”
Use clear support iconsQuestion mark or phone icons perform well and signal help to users.

Avoid

AvoidReason
Not clearly stating that this is a voice callIf users don’t understand they are starting a call, engagement and call completion drop.
Using terms like “Product Tour”This signals a static, non-personalized experience, which lowers conversion.
Ambiguous iconsIcons like microphones or headsets often perform poorly because they don’t clearly signal support or help.