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.

The Chat Widget provides a seamless way to engage visitors on your site, converting them into leads within your CRM system. If you’re reading this, you’ve likely already created a Chat Widget and are now ready to implement it. For the widget to function, however, it must be connected to a website. How do you integrate the widget? The process varies based on where your website is hosted. Let’s explore the different methods for setting up your Chat Widget. Before we begin, ensure you have created, customized, and saved at least one Chat Widget in your CRM. If not, refer to our related guides for assistance. Integrating the Widget with CRM-Hosted Websites If you’ve built your site or funnel directly within your CRM, or you want to add the widget to a funnel, start by navigating to the respective Website/Funnel inside your sites. Once inside the Website/Funnel, click the "Settings" tab to access the relevant configuration options. In the Settings section, you will find a drop-down menu labeled "Chat Widget." By default, no widget is selected, but here’s where you can choose the one you created earlier. After selecting your preferred Chat Widget, click "Save" to activate it. This will ensure the widget is live on your Website or Funnel based on the configuration you chose. Embedding the Chat Widget on External Platforms For websites built on platforms such as Squarespace, GoDaddy, or similar, you’ll need to install the Chat Widget as a custom code or embedded element. If you’re not familiar with this process, it’s advisable to seek help from a web developer or your CRM administrator. To retrieve the widget’s code, click the three-dot icon next to the desired widget and select "Edit." Inside the Chat Widget Builder, you will see a "Get Code" button located at the top right. A pop-up will give you two installation options: using Google Tag Manager or directly embedding the raw HTML code. Click the "Copy Code" button, and you can paste the code into the header section of your website or application. Using the Chat Widget with WordPress If your website is powered by WordPress, click the "Get it for WordPress" option, which will take you to the download page for the plugin. Alternatively, you can find the "LeadConnector" plugin in the Plugins section of WordPress. While the plugin is downloading, go to your Business Profile in the CRM Settings. Scroll down until you find the "API Key" section. If you don’t have an API key, click "Generate Key." Once your API key is generated, click the clipboard icon to copy it. Return to WordPress and open the LeadConnector plugin from the left-side menu. Paste your API key into the plugin and click the green "Save" button. This will load your default Chat Widget. If you have multiple widgets, make sure you have only one active at a time. To enable the Chat Widget, check the box labeled "Enable Chat-widget" and then click both "Save" buttons. Congratulations! You can now deploy your Chat Widget across all your website pages, allowing for continuous communication with your visitors.

Let’s explore the appearance of your chat widget that visitors will see upon clicking to start a chat. Widget Preview Section This is a preview of what your chat widget will look like on your site. As you make updates to its design, you’ll see real-time changes here, allowing you to get a clear idea of the final result. Header Customization In this section, you can modify the text at the top of your chat widget. Typically, this area can display a welcome message or your business name. Introduction Message This message is shown at the top of the chat window, giving the impression that it’s from a live representative. We suggest posing a question or requesting visitors to leave their contact details. Email Capture Field If you want to gather emails from users initiating a chat, you can enable this feature here. Legal Disclaimer Since the chat widget exchanges data via email or text, it's necessary to include a legal message informing visitors that their shared information will be used to contact them. Color Customization Adjust the color scheme of your chat widget to align with your website's branding. Displaying Agency Branding You can decide whether to display your company's logo or name in the footer of the chat window.

Here’s a glimpse of what your chat bubble will appear like on your website. As you make adjustments to your chat widget, you’ll be able to watch the updates happen instantly in this preview section. Activating the Chat Widget To get started with your chat widget, you’ll need to enable it. Simply click the button provided here to activate the widget and get it up and running. Personalize Your Welcome Message This section allows you to modify the greeting message that new visitors to your site will see. You can tailor this message to provide support, highlight special promotions, or encourage interaction with your chat widget. Change Your Avatar Image You can personalize the image that your site visitors see while interacting with the chat widget. We recommend using a friendly image or your company’s logo to represent your brand visually. Welcome Back Return Visitors For returning visitors to your site, you can craft a specialized message. This message can be customized to be more engaging and tailored for those who’ve interacted with your site before.

Thank You Page Settings Let's transition to the section visitors will see after they initiate a chat request—this will be your appreciation message. Preview of Appreciation Message Here's how your thank you message will appear. As you adjust the content, you can monitor the real-time updates in this preview. Add Customer Service Contact Information Include your company's phone number or email here, allowing website visitors to reach out directly instead of waiting for follow-up communication. Thank You Message Header Add a personalized heading to your thank you message, making it more prominent and impactful. Personalized Thank You Message Tailor your thank you message to be as specific or general as you'd like. This note informs new leads that their details have been received and they'll hear back via call, text, or email from your team.

In this video we walk you through a detailed step by step of setting up all versions of your chat widget.  Navigate to the main sidebar > SITES > CHAT WIDGET 

A Chat Widget is an essential tool for engaging with your website visitors, helping you to connect with them effortlessly, reduce their chances of leaving, and ultimately generate more leads. We’re here to guide you through the process of creating a Chat Widget that aligns perfectly with your brand and fulfills your specific requirements. How to Create a New Chat Widget To begin, navigate to the Chat Widget section under Sites and click on the +New button. You’ll be prompted to choose from different types of Chat Widgets: SMS/Email Chats, Live Chat, or WhatsApp. By default, an SMS/Email chat widget will be added, but you can create multiple widgets to suit your needs. Personalizing Your Chat Widget Customizing your Chat Widget is key to making it a true reflection of your brand. When you create a new widget, you’ll be taken directly to the customization options. If you need to modify an existing widget, click on the three dots icon next to the widget and select Edit. Customization is organized into three main sections: Widget, Chat Window, and Messaging. Widget Customization The Widget tab allows you to define the visual aspects of the Chat Widget. Here, you can adjust the colors, add images, choose the position on the screen, and tweak other appearance-related settings to ensure it fits seamlessly with your website’s design. Chat Window Customization The Chat Window section focuses on the user’s messaging experience. Depending on the type of Chat Widget you’ve chosen, you can customize the title, introductory message, and decide whether to enable the email field and branding options. For SMS/Email Chat Widgets, you have the option to enable a consent checkbox for HIPAA compliance and include a legal consent message. If you're using a Live Chat Widget, you can customize the messages for when a chat is assigned or closed. The Live Chat Message settings allow you to control the welcome message and the user’s experience during the chat, while the Live Chat Closed settings manage what happens after the chat ends. Messaging Customization In the Messaging tab, you can set the language of the Chat Widget and customize the messages that acknowledge and conclude a chat. The specific messages available for customization will depend on the type of Chat Widget you selected. For instance, with the Live Chat option, you can modify additional messages, such as those related to feedback. Saving Your Changes Once you’ve completed your customization, don’t forget to click Save. If the Chat Widget has already been installed on your website, saving will automatically apply the updates to the live version. Conclusion With these steps, you’re now equipped to create and tailor a Chat Widget that perfectly represents your brand, facilitates customer interaction, and ensures that no engagement opportunity is missed.