Chat Widget

In this section, you can create a chat widget for your website to generate new leads and communicate with existing customers!

New leads and customers will input their contact information and request a text back using this chat widget.

NOTE: Depending on your user permissions, you may not have access to all of the components.

In order to use this chat widget, you will need to install it on your website or application.

If you are unfamiliar with how to do this, seek out the help of a web developer or your CRM administrator.

Here you will find the code that you'll need to install on your website or application for this chat widget to be shown to visitors.

You can choose how to install this code. Whether you'd like to use Google Tag Manager or simply copy and paste the raw code in the header of your website or application.

This is a quick copy button. By clicking this button, you will copy the code below so you can then paste it into the header of your website or application.

If you are currently using WordPress for your website, you can download this plugin to help with the installation of the chat widget.

Don't forget to save your changes after editing your chat widget.

This is a preview of what your website chat widget bubble will look like. As you customize your chat widget, you can see the changes happening in real-time here as a Preview.

To use this chat widget, you will first need to enable it by clicking on the toggle.

This controls the welcome message your new website visitor sees. The text here should either offer support or a marketing communication to get visitors to click on the chat widget.

Here you can change the image that website visitors see when they interact with your chat widget. We recommend that you either add your company logo or a friendly face!

If you are tracking visitors on your website, you can create a custom message for return visitors and tailor the message to be more personalized.

Now let's move on to the actual chat widget window and what the visitor will see if they click to chat.

This is a preview of what your website chat widget window will look like. As you customize your chat widget, you can see the changes happening in real-time here as a preview.

Here you can customize the text shown in the top section of the chat widget. This is usually a prompt of some kind or your company name.

This piece of text is the message shown at the top of the chat window if your representative were speaking. We recommend asking a question or telling the visitor to leave their contact information.

If you'd like to collect an email from the visitor looking to chat, you can enable the email field here.

All communication coming from this chat widget is either text or email, so you will need to add a legal disclaimer so your website visitors know they will be contacted with the information they share.

Here you can change the color of your chat widget to better match your website or brand colors.

Choose whether or not to show your branding in the footer of the chat widget.

Now let's move on to the thank you section that the visitor will see if they request to chat.

This is a preview of what your thank you message will look like. As you customize your thank you message, you can see the changes happen in real-time here in the preview.

Here you can add your company phone number or email so that the website visitor can choose to contact you right away instead of waiting for a call, text, or email back.

You can give your thank you message a custom heading so the thank you stands out.

Customize your thank you message and make it as personal or general as you see fit. This message will essentially tell your new leads that their information has been passed on and to wait for a call, text, or email from the team.