You can create a chat widget in the system to add to a funnel or website page, to increase your opportunities to communicate with clients. Follow the steps below to create a widget and use it on a funnel or website page:

Step 1: How to Create a Chat Widget

  • Navigate to the "Chat Widget" tab in your dashboard menu.
  • There are 3 tabs of customization for setting up your chat widget: Chat bubble, Widget window, and Acknowledgement settings. Customize the various aspects as you wish, and you will see your changes reflected in the preview on the right-hand side.

NOTE: If you are using the Mobile Validation feature, you will need to toggle it off, choose a country, and toggle it back on to 'lock' in your validation country. This feature will check numbers against a particular country of choice. For example, if you select US, it will validate and confirm only US phone numbers.

  • Click Save to confirm your changes.
  • Click "Get Code" and copy the code that appears in the pop-up window.

Step 2: How to Add the Chat Widget to a Funnel or Website

  • Navigate to Funnels or Websites.
  • Click into the Funnel or Website you want to add the chat widget to.
  • Navigate to Settings.
  • Paste the code into the "Body tracking code" field. Click Save.

NOTE: You can preview the funnel or website, and refresh the page to view what the widget will look like for contacts visiting your funnel/website page.

Check out our other article for how to create trigger notifications for new chats!