Step 1: Create a Chat Widget
Navigate to Sites β Chat Widget and click + New to create a new widget.
Step 2: Select the Chat Type
Choose the type of chat widget you want to create:
All-in-One Chat
SMS / Email Chat
Live Chat
WhatsApp Chat
Voice AI
Step 3: Customize Widget Style and Appearance
Styles and Themes
Select a predefined style or theme, enable or disable the chat prompt, and choose the chat icon.
Colors and Typography
Customize chat bubble colors, background colors, header colors, and typography settings.
Step 4: Configure Welcome Messages
First-Time and Returning Visitors
Set a welcome message for first-time visitors and a personalized greeting for returning visitors using dynamic variables.
Step 5: Configure Chat Window Messages
Static and Header Messages
Edit static messages shown in the chat window, including the header text displayed at the top of the chat.
Message Color Definitions
Each message type has its own color setting, including visitor messages, agent or AI messages, system messages, and header messages.
Step 6: Adjust Widget Position and Size
Choose where the widget appears on desktop screens and set custom width and height if required.
Step 7: Configure Required Message Behavior
All chat widgets require visitors to enter a message before starting a conversation. You can prefill this message if needed.
Step 8: Acknowledgement Messages and Language
Customize acknowledgement messages shown after submission and select the chat widget language.
Step 9: Customize "Powered By" Branding
Enable or disable agency branding and replace the default "Powered By" text with your own branding.
Step 10: Save the Chat Widget
Click Save to store all widget changes.
Step 11: Get the Chat Widget Code
Click Get Code and copy the script provided. This code can be added to your website or used via Google Tag Manager.
Step 12: Add the Chat Widget to a Funnel or Website
Add to Funnel Settings
Open the funnel settings, scroll to Chat widget, and select the chat widget you want to use.
Add to Funnel Step
You can also preview or manage the chat widget directly from the funnel step editor.
Step 13: Preview the Live Chat Widget
After saving, refresh the funnel or website page to view the live chat widget as visitors will see it.
Common Issues and Fixes
Chat Widget Not Appearing
Ensure the widget is saved
Confirm the widget is selected in funnel or website settings
Refresh the page after changes
Branding Changes Not Updating
Click Save after making branding edits
Refresh the preview or live page
FAQ
What chat types are supported?
All-in-One, SMS/Email, Live Chat, WhatsApp Chat, and Voice AI.
Is a message required to start a chat?
Yes. All chat types require a visitor-initiated message.
Can I customize the widget appearance?
Yes. You can customize colors, themes, icons, placement, and typography.
Can I change the "Powered By" text?
Yes. Agency branding can be customized or replaced with your own text.
Can I add different chat widgets to different pages?
Yes. Multiple widgets can be created and assigned individually.
How do I preview the widget before going live?
Save the widget and refresh the funnel or website page to preview it.
















