Guide to Setting Up Your Chat Widget

The Chat Widget provides a seamless way to engage visitors on your site, converting them into leads within your CRM system. If you’re reading this, you’ve likely already created a Chat Widget and are now ready to implement it. For the widget to function, however, it must be connected to a website.

How do you integrate the widget? The process varies based on where your website is hosted. Let’s explore the different methods for setting up your Chat Widget. Before we begin, ensure you have created, customized, and saved at least one Chat Widget in your CRM. If not, refer to our related guides for assistance.

Integrating the Widget with CRM-Hosted Websites

If you’ve built your site or funnel directly within your CRM, or you want to add the widget to a funnel, start by navigating to the respective Website/Funnel inside your sites.

Once inside the Website/Funnel, click the "Settings" tab to access the relevant configuration options.

In the Settings section, you will find a drop-down menu labeled "Chat Widget." By default, no widget is selected, but here’s where you can choose the one you created earlier.

After selecting your preferred Chat Widget, click "Save" to activate it. This will ensure the widget is live on your Website or Funnel based on the configuration you chose.

Embedding the Chat Widget on External Platforms

For websites built on platforms such as Squarespace, GoDaddy, or similar, you’ll need to install the Chat Widget as a custom code or embedded element. If you’re not familiar with this process, it’s advisable to seek help from a web developer or your CRM administrator.

To retrieve the widget’s code, click the three-dot icon next to the desired widget and select "Edit."

Inside the Chat Widget Builder, you will see a "Get Code" button located at the top right.

A pop-up will give you two installation options: using Google Tag Manager or directly embedding the raw HTML code.

Click the "Copy Code" button, and you can paste the code into the header section of your website or application.

Using the Chat Widget with WordPress

If your website is powered by WordPress, click the "Get it for WordPress" option, which will take you to the download page for the plugin. Alternatively, you can find the "LeadConnector" plugin in the Plugins section of WordPress.

While the plugin is downloading, go to your Business Profile in the CRM Settings. Scroll down until you find the "API Key" section. If you don’t have an API key, click "Generate Key."

Once your API key is generated, click the clipboard icon to copy it.

Return to WordPress and open the LeadConnector plugin from the left-side menu.

Paste your API key into the plugin and click the green "Save" button.

This will load your default Chat Widget. If you have multiple widgets, make sure you have only one active at a time. To enable the Chat Widget, check the box labeled "Enable Chat-widget" and then click both "Save" buttons.

Congratulations! You can now deploy your Chat Widget across all your website pages, allowing for continuous communication with your visitors.