Why HeyZinc exists
We've watched countless session recordings where someone spends minutes exploring a website, then leaves without ever speaking to anyone.
They open pricing. They compare plans. They hesitate.
Sometimes they miss something important. Sometimes they get stuck. Sometimes they leave.
That frustration is what led us to build HeyZinc.
Quick take
You can also watch the full video tutorial below before following the written guide.
What Is HeyZinc?
HeyZinc is an AI customer communication platform that combines website chat, voice conversations, lead qualification, and human handoff into a single system.
Visitors can:
- Chat with your AI agent
- Talk to your AI agent using voice
- Get answers to common questions
- Be transferred to a real person when needed
Your team can:
- Receive real-time notifications
- Join conversations instantly
- Answer from desktop, web, or mobile
- Get phone notifications through the HeyZinc Companion App
The result is a faster way to engage high-intent visitors before they leave your website.
If you’re interested in proactively reaching out to visitors before they even start a conversation, you may also want to read our guide on proactive outreach.
Step 1: Create Your HeyZinc Account
Getting started takes less than a minute.
Head over to HeyZinc and create your account using Google Sign-In.
Once you’re logged in, you’ll be presented with the onboarding wizard that guides you through the entire setup process.
The goal of the wizard is simple:
Generate an AI agent that’s already customized for your business.
No prompt engineering required.
No complicated configuration required.
Just answer a few questions and HeyZinc handles the rest.
Good to know: the onboarding wizard is designed to do the heavy lifting for you, so you do not need to write prompts from scratch.
Step 2: Tell HeyZinc About Your Business
The first thing the setup wizard asks for is information about your company.
You have two options:
| Option | Best when | What HeyZinc does |
|---|---|---|
| Website URL | You already have a live site | Scans your pages and generates the setup automatically |
| Business description | You are still getting started | Uses your description to build the initial agent context |
Website URL input field during onboarding
Option 1: Enter Your Website URL
If you already have a website, simply paste the URL.
HeyZinc will analyze your website and automatically generate:
- Agent instructions
- Business context
- Suggested responses
- Lead qualification flows
This is the fastest way to get started.
Option 2: Describe Your Business
Don’t have a website yet?
No problem.
You can simply provide a short description of your company, product, or service.
HeyZinc will use that information to generate the initial setup.
Click Next to continue.
Step 3: Name Your AI Agent
Now it’s time to create your agent’s identity.
You’ll be asked for:
- Agent name
- Agent description
This doesn’t need to be perfect.
For example:
Agent Name: Alex
Description: AI assistant that helps website visitors learn about our services and schedules meetings when needed.
These details help define how your AI agent introduces itself and interacts with visitors.
Tip: name the agent like a real teammate. It makes the experience feel warmer and more trustworthy.
Step 4: Let HeyZinc Generate Everything Automatically
Choose a Voice and LLM model for you AI agent.
Website URL input field during onboarding
This is where the magic happens.
Once you’ve provided your business information, HeyZinc automatically generates the initial configuration.
This includes:
- Business knowledge
- System instructions
- Agent behavior
- Suggested conversation flow
For most businesses, you can simply accept the generated settings and continue.
No coding.
No prompt writing.
No AI expertise required.
This is the moment the setup starts to feel real: HeyZinc turns your website context into a working first draft without forcing you to assemble everything manually.
Automatically generated AI agent configuration
Step 5: Review the Generated Prompt
Next, HeyZinc creates the prompt that powers your AI agent.
Depending on the complexity of your business, this may take a few seconds.
Once it’s ready, you’ll have two choices:
Keep the Generated Prompt
Most users can leave everything exactly as generated.
The prompt is already tailored to your business information.
Customize the Prompt
Advanced users can edit the prompt to:
- Change personality
- Adjust tone
- Add instructions
- Modify lead qualification criteria
When you’re happy with the result, click Finish.
Your AI agent is now ready.
Worth revisiting later: tone, personality, and qualification rules are easy to refine once the first version is live.
Step 6: Test Your Agent
Before adding the agent to your website, it’s a good idea to test it.
Navigate to the testing section and click Talk to Agent.
Agent testing page
You can ask questions exactly like a website visitor would.
For example:
- What does your company do?
- How much does it cost?
- Do you support phone calls?
- Can I schedule a demo?
The AI will respond using the information generated during setup.
This gives you an opportunity to verify that:
- The answers are accurate
- The tone matches your brand
- The agent understands your business
If something doesn’t look right, you can always return to the configuration page and make adjustments.
What to watch for: wrong tone, vague answers, or missing business details usually mean the prompt needs a small edit before launch.
Step 7: Enable Human Handoff
One of the most useful features in HeyZinc is human takeover.
The AI handles conversations automatically, but when a visitor needs help from a real person, the conversation can be transferred instantly.
During testing, you can try asking the AI to connect you with a human.
When a transfer occurs:
- A notification appears in the dashboard
- Team members are alerted immediately
- The conversation is handed over seamlessly
This allows businesses to automate routine conversations while still providing personal support when it matters.
Why this matters: automation handles the repetitive questions, and your team only steps in when the conversation is actually worth human attention.
Get Real-Time Phone Notifications
Want to respond even when you’re away from your desk?
Install the HeyZinc Companion App.
When a conversation requires human involvement, the app can notify you instantly and ring your phone.
This means you can jump into important conversations from anywhere.
Whether you’re in the office or on the move, you won’t miss high-intent opportunities.
Incoming notification from the HeyZinc Companion App
Step 8: Add HeyZinc to Your Website
Now it’s time to make your agent public.
Open the Widget section in your HeyZinc dashboard.
Before installing the widget, make sure the Embed Channel is enabled.
Once enabled:
- Open the Install tab
- Copy the widget script
- Add it to your website
If you’re using a developer, simply send them the code snippet.
If you’re adding it manually, place the script immediately before the closing body tag.
After deploying your website, the HeyZinc chat widget should appear automatically.
Deployment tip: place the script right before the closing </body> tag if you are adding it manually.
Widget settings page with Embed Channel enabled
Step 9: Enable Voice Conversations
By default, you may only see the chat experience.
To enable voice conversations:
- Return to your HeyZinc dashboard’s widget config
- Enable the voice channel in chat modes
- Save your changes
Refresh your website.
You’ll now see the voice option available within the widget.
Visitors can immediately start talking to your AI agent using voice.
This creates a much more natural experience than traditional chat alone.
Chat is the entry point. Voice is the differentiator. Together they make the widget feel much more alive.
Voice channel settings page
Why Businesses Use AI Voice Agents
Traditional website chat widgets have one major limitation.
Everything happens through typing.
Voice creates a much faster and more natural interaction.
Visitors can explain their needs quickly, ask follow-up questions naturally, and get answers without typing lengthy messages.
For businesses, this often means:
- Higher engagement rates
- Better lead qualification
- Faster response times
- More conversations with high-intent visitors
Combined with human takeover, voice gives businesses the best of both worlds.
Automation when it makes sense.
Humans when they matter most.
In practice: voice reduces friction for visitors, while human handoff protects the moments that need judgment or empathy.
Next Steps
Once your agent is live, you can continue customizing it with:
- Knowledge base content
- Lead qualification questions
- Voice settings
- Routing rules
- Team notifications
You can also review the latest product improvements in our changelog, check pricing for usage credits, and join the affiliate program if you’d like to earn commissions by referring customers to HeyZinc.
Final Thoughts
Setting up an AI voice agent used to require developers, custom integrations, and weeks of work.
With HeyZinc, you can go from signup to a fully functioning website voice agent in just a few minutes.
The onboarding wizard handles the heavy lifting.
The AI learns about your business automatically.
And when a conversation needs a human touch, your team can jump in instantly.
If you haven’t tried it yet, create an account, deploy the widget, and have your first conversation live on your website today.
