How to install and verify scripts

Detailed instructions on how to install Roof AI on your website, as well as what the install snippet does.

Last Updated: Feb 24, 2026

Select your plan for specific information

How to install script

Roof AI is installed on your website using a small JavaScript snippet (a single <script> tag). This script loads the Roof AI chat widget and connects visitor conversations to your brokerage’s listings and lead workflows.

Where the widget appears depends on your tier:

Core: the widget is shown on listing details pages only
Intel / Lifecycle: the widget is shown site-wide (including your homepage and listing details pages)

In all cases, installation is done by placing the script in your site’s global <head>, so Roof AI can load reliably on the pages where it’s enabled.

Step-by-step: CMS

1) Get your Roof AI install script (sent by email)

After onboarding, we’ll email you your unique Roof AI script snippet. Keep that email handy – you’ll copy and paste the snippet exactly as provided.

2) Find your site’s global header/template

Locate where your website defines the global <head>...</head> section (sometimes called “global header,” “site header,” or “master template”).

3) Paste the Roof AI script into <head>

Paste the script anywhere inside <head> and publish/deploy your changes.

4) Confirm the widget is showing on the right pages (based on your tier)

Core: widget appears on listing details pages only
Intel/Lifecycle: widget appears site-wide (including on the homepage and listing details pages)

5) Verify it’s live

Hard refresh your site (Cmd/Ctrl + Shift + R)
Confirm the widget appears where expected
Optional: DevTools → Network → confirm widget.js loads successfully

Step-by-step: Google Tag Manager (GTM)

1) Get your Roof AI install script (sent by email)

After onboarding, we’ll email you your unique Roof AI script snippet. Keep that email handy – you’ll copy and paste the snippet exactly as provided.

2) Open Google Tag Manager

Log into Google Tag Manager and select the container connected to your website.

3) Create a new tag

Go to Tags → New and name it: Roof AI - Webchat Widget.

4) Configure the tag as Custom HTML

Tag type: Custom HTML
Paste your Roof AI script snippet (from the email) into the HTML box

5) Set the trigger

Set the trigger based on your tier:

Core: fire on listing details pages only (use a page view trigger limited to your listing URL pattern)
Intel / Lifecycle: fire on All Pages

6) Save → submit → publish

Save the tag, then Submit and Publish your GTM container.

7) Verify it’s live

Use preview mode in GTM to confirm the tag fires where expected
Load a listing details page (and homepage if Intel/Lifecycle)
Optional: DevTools → network → confirm widget.js loads successfully

Common GTM issues

Tag saved but container not published
Trigger not set to All Pages
You published the wrong container/environment
Script loads on homepage but not listing details pages (Intel / Lifecycle tier only) – site routing / template issue

Working with a dev or web vendor? Send this info to them!

FAQ

Can we exclude specific pages?

Yes, you can exclude specific pages by URL pattern (ex. exclude certain realtor pages). Depending on how your site is set up, your web vendor may need to implement the exclusion rules.

Do subdomains work?

No, Roof AI doesn’t support running the bot on subdomains.

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