Who This Is For / When to Use
Use the All-In-One Chat Widget if you:
Want one unified chat widget instead of multiple widgets
Support customers across multiple communication channels
Need consistent branding and messaging across chat options
Want to embed chat on websites or inside the Client Portal
What the All-In-One Chat Widget Is
The All-In-One Chat Widget is a single configurable widget that displays multiple communication options to visitors.
Supported channels include:
Live Chat
SMS / Email
WhatsApp
Voice AI
Facebook Messenger
Instagram DMs
Visitors can choose their preferred channel directly from the widget interface.
Prerequisites
Before creating the widget, confirm the following:
You have permission to manage Chat Widgets in the account
Any optional channels are already configured:
WhatsApp number connected
Facebook and Instagram connected under Integrations
Voice AI configured (if used)
Unavailable channels will not appear as options.
Create a New All-In-One Chat Widget
Navigate to Sites → Chat Widget
Click + New in the top-right corner
In the chat type selector, choose All-In-One Chat
Select Communication Channels
Choose which channels you want to display in the widget.
Available options depend on what is configured in the account:
Live Chat
SMS / Email
Voice AI
Facebook
Instagram
WhatsApp
Only selected channels will be visible to visitors, and the preview updates instantly.
Important Notes
Facebook and Instagram appear only if connected
Voice AI appears only if configured
WhatsApp appears only if a verified number is connected
Customize Widget Style
Open the Style tab to control the widget’s appearance.
You can configure:
Chat prompt style
Chat icon
Theme and colors
The widget uses one unified color scheme across all channels for consistency.
Configure Initial All-In-One Message
Still in the Style tab, set the initial message shown when the widget opens.
This message appears above the channel options and guides visitors on what to do next.
Configure the Chat Window
Open the Chat Window tab to control the chat experience after a channel is selected.
You can configure:
Chat window title
Intro message
Required contact fields (Name, Phone, etc.)
Prefilled message text
Button label
Redirect Call-To-Action (Optional)
You can add a redirect CTA that appears after the contact form is submitted.
Options include:
Custom redirect text
Website URL to redirect visitors
This is not recommended if Conversation AI is active.
Notification Sound Option
You can enable or disable notification sounds for new messages.
This setting controls whether visitors hear a sound when a response is received.
Save and Preview the Widget
Click Save to store your configuration.
You can preview how the widget appears on desktop and mobile before publishing.
Using the Widget on Your Website
Once published:
Visitors open the widget from the chat icon
They choose a channel (Live Chat, SMS/Email, WhatsApp, etc.)
Conversations stay active until closed or timed out
Users can navigate back to switch channels
Add the Chat Widget to the Client Portal
You can display the chat widget inside the Client Portal.
Steps:
Go to Client Portal → Settings → Chat Widget
Select the chat widget from the dropdown
Choose which portal sections should display it
Click Save Settings
Important
Only one chat widget can be active in the Client Portal at a time
Common Issues and Fixes
A channel is missing from the widget
Confirm the channel is configured in the account
Refresh the page after setup
WhatsApp option does not appear
Verify the WhatsApp number is connected and approved
Voice AI option is not visible
Confirm Voice AI is configured and active
FAQ
What if I don’t have a WhatsApp number?
You can still use Live Chat and SMS/Email. WhatsApp will remain hidden until a number is connected.
Can I use different colors for each channel?
No. The All-In-One Chat Widget uses one unified color scheme for consistency.
Do I need special permissions to create this widget?
You must have access to Sites → Chat Widget in the account.
How do Live Chat conversations end?
They can be closed manually or automatically after the inactivity timeout.
How does Voice AI work inside the widget?
Selecting Voice AI can trigger a web call or click-to-call action that connects visitors to your AI Voice Assistant.