The chat widget on the site is one of the tools for ensuring interaction between the company and the client.
It is a visual block that integrates with your site and enables clients to contact you.
It looks like a form for exchanging messages. That is, through the chat widget, website visitors can be consulted on issues or they can place an order. If the client uses the widget and sends a message, you will receive a request in your Space.
How to create a chat widget on the site?
To do this, go to the Settings section - Widgets item.
💡Only the administrator or super administrator of Space has access to this section.
On the page that opens, click the Create button.
Next, you need to fill out the form and configure the basic parameters.
General information
🟣 The name of the external line channel is the name that will be displayed when the chat with the client appears in Space.
🟣 The name of the channel on the site is the name displayed in the widget itself, client can see it.
Operator settings
🟣 Avatar and name - will be displayed in the widget.
🟣 The text of the welcome message - it will be displayed immediately after the client opens the widget on the website. You can change it to your own taste.
A typical text looks like that:
Hello!
Do you have any questions? Message to a chat and I will gladly answer them.
Appearance
🟣 Widget appearance - color design of the widget on the website. You can select from the standard colors or customize your own ones.
🟣 Widget icon - an icon that will be displayed on the site.
When all the settings are configured, click on the button Save and generate the code.
As a result, it will be saved in the list and displayed on the page.
After that, the widget is ready for use. It can be embedded in the code of your site and used to communicate with clients.
🌟The number of widgets depends on the plan:
Free - 1
Standard - 5
Professional - unlimited.
But pay attention to the following points:
🟪 it is not possible to customize the appearance of the widget using the Free plan. That is, it is impossible to change the icon and its color scheme.
🟪 when switching to a plan of a lower level, "extra" widgets will not be available for work. They also disappear from the sites where they were connected. But after switching to the commercial plan, the widget will be activated at once. There is no need to reconfigure it and add it to the site.
How to edit?
If you need to make changes to any parameter block, then click on the widget name in the list. The settings form opens.
💡The Connection details block contains the widget code that is generated automatically. Of course, it cannot be changed. But by clicking on the corresponding icon, you can copy it.
Edit the required fields and click Save.
💡 If you change the appearance of the widget, always save the new colors for it to ensure the correct display.
All changes will be applied immediately and displayed in the widget.
How to remove?
To do this, call the interaction menu with the widget and click on the corresponding item.
In order to delete the widget, confirm your actions.
After that, the widget will be removed from the system and will also be automatically removed from your site where it is embedded. That is, it will no longer be possible to use it.
How to embed it on the site?
To do this, first copy the widget code. You can do it directly in the list by clicking on the corresponding button.
Or through the Connection details block.
Next, you need to go to your site settings and paste the copied widget code before the body widget.
💡For example, in the Horoshop service, it can be done like this ⬇️
How does the chat widget work?
Clients go to your site, find the chat widget and message you.
You will receive their message in External Lines in your Space. That is, you will be able to communicate with the client directly in the chat.
They will receive all your answers in the widget window on the website.
In addition, on the basis of each dialog, a Lead will be created, with which you can further work in CRM and take it through the entire sales funnel.
🔍 You can read more information on how to work with chats of external lines in the following article.
If you have additional questions or you need to contact the support, send a request to this email [email protected]