Engage Leads with the Chat Widget

Add a Chat Widget to your website to enhance customer engagement and generate new leads. This tool allows you to gather contact details from site visitors, whether you choose to follow up later or have a team available to respond in real-time. The Chat Widget is designed to continuously capture customer information, making it easier for you to maintain communication at your convenience.

Note: Some features may be restricted based on user permissions.
To manage your Chat Widgets, navigate to the Chat Widget tab in the Sites section.

How to Set Up a Chat Widget

To create a new Chat Widget, go to the Chat Widget tab in the Sites section and click the "+New" button. You’ll be given the option to choose from three types: SMS/Email Chat, Live Chat, or WhatsApp. The system will automatically add an SMS/Email Chat Widget by default, but you can add as many widgets as needed.

SMS/Email Chat Widget

The SMS/Email Chat Widget gathers visitor details and adds them to your contact list, allowing you to reply when it’s convenient. This option is ideal for smaller teams that may not have the capacity to offer real-time responses.

Real-Time Live Chat

The Live Chat Widget enables you to interact with visitors directly through the chat interface, while also collecting their contact details. Real-time responses are recommended, fostering a seamless two-way conversation. This feature is ideal for larger teams that can offer instant support.

WhatsApp Integration

The WhatsApp Chat Widget allows you to manage conversations within the widget or transfer them directly to WhatsApp. This versatile feature works well for both small and large teams, but it requires a connected WhatsApp number to function properly.

Managing Chat Widget Options

To manage your Chat Widget, click on the three dots next to any widget. You can choose to edit, clone, or delete the widget based on your needs.

Edit Your Widget

Use the edit option to modify an existing Chat Widget to suit your current requirements.

Duplicate Your Widget

The clone option allows you to make an exact copy of an existing Chat Widget, including all settings and images.

Permanently Delete a Widget

Deleting a Chat Widget is a permanent action. Be mindful that this cannot be undone.

Start Using Your Chat Widget

With these basics in mind, you’re ready to start using the Chat Widget. Be sure to explore the rest of the articles in this section to maximize its potential.