Quick Start

Get the Lead Widget running on a test page and see an end-to-end savings report in under 30 minutes. This guide assumes you have a Metiss AI partner account.

No account yet? Contact support@metiss.ai to set up a partner organisation. You will receive Vista Portal credentials once onboarding is complete.

Prerequisites

Active Metiss AI partner account with Vista Portal access.
At least one serving state configured in Vista (Admin Configurations → Markets).
An active subscription to the Savings Insights AI service.
A test page where you can paste an <iframe> snippet (any HTML file or web page will do).

Step 1 — Get your partner token

The Lead Widget authenticates using your organisation's Firebase refresh token. Retrieve it from Vista:

Go to Solar & Storage Design

Navigate to AI Services → Solar & Storage Design. The widget embed URL including your token is shown on this page.

Copy the token

The URL contains a ?token= query parameter. Copy the value — this is your Firebase refresh token.

Step 2 — Configure your markets

The widget checks every address against your configured serving states. If no states are configured, every address will hit the exit screen. Set them up before testing:

In Vista, go to Admin Configurations → Markets.
Add at least one state and its eligible utility providers.
Save. Changes take effect immediately — no redeploy needed.

You can add markets one at a time or use the bulk upload option (Excel file) if you have many utility providers to configure.

Step 3 — Embed the widget

Create a test HTML file and paste the following, replacing YOUR_TOKEN with the token from Step 1:

<!DOCTYPE html>
<html lang="en">
<head>
  <meta charset="utf-8" />
  <title>Metiss Widget Test</title>
</head>
<body>
  <iframe
    src="https://widget.metiss.ai?token=YOUR_TOKEN"
    width="100%"
    height="640"
    frameborder="0"
    allow="geolocation"
  ></iframe>
</body>
</html>

Open the file in a browser. You should see the widget load with your organisation's logo.

Localhost note: Google Maps autocomplete requires the page to be served over HTTP/HTTPS, not opened as a local file:// URL. Use a simple local server: npx serve . or python3 -m http.server.

Step 4 — Run the full flow

With the widget loaded, walk through the complete journey:

Enter an in-market address

Type an address in one of your configured serving states. The widget geocodes it and checks eligibility.

Select an energy provider

Choose from the utility providers configured for that state in Vista.

Upload a utility bill or enter usage manually

Upload a PDF/image of an electricity bill, or enter a few months of usage manually. The AI extracts the data.

Enter contact details

Provide a name and email address to receive the savings report.

Check the report email

Within a minute, a personalised PDF savings report will arrive at the email address provided. The lead is also pushed to your CRM if configured.

What to check if something goes wrong

Symptom	Likely cause	Fix
Widget loads but shows a blank or error screen	Invalid or expired token	Return to Vista → Solar & Storage Design and copy a fresh token.
Every address shows the exit screen	No serving states configured	Add at least one state in Vista → Admin Configurations → Markets.
Bill upload fails	File is not a recognised electricity bill, or subscription inactive	Use a PDF or image of an electricity (not gas) bill. Verify your AI services subscription in Vista → Subscription Services.
No report email received	Email agent misconfigured or email in spam	Check spam folder. Contact support if the issue persists.
Maps autocomplete not working	Page opened as a `file://` URL	Serve the file over HTTP using `npx serve .` or similar.

Next steps

Lead Widget — full embedding reference, token auth, and partner configuration options.
Vista Portal — configure subscription services, markets, templates, and asset monitoring.
Architecture — understand how all services fit together before going to production.
API Reference — integrate the Utility Bill AI and Savings Insight APIs directly.