A chat widget lets website visitors message your practice in real time, turning quiet browsing into booked consultations without any ad spend. Adding one takes no coding or technical skills, and every conversation flows straight into your Aesthetix CRM Inbox.
You can add the widget as a floating bubble in the corner of the screen or embed it inline within your page content, and place it on funnels, websites, landing pages, and custom HTML sites.
The chat widget supports Live Chat, which is ideal for practices with front-desk or support staff ready to respond right away. It can render two ways:
Floating (sticky): the widget sits in the corner of the screen and follows the visitor as they scroll.
Embedded / inline: the widget renders directly inside your page content, so it feels like part of your website design.
The chat experience is identical in both cases. Only the placement changes, not how conversations are routed or managed.
Higher visibility: place chat near hero sections, forms, service blocks, or calls-to-action where visitors are already engaged.
Natural page experience: present chat as part of the website layout instead of an overlay floating above content.
No workflow changes: routing, lead capture, and Live Chat management continue to work through your existing chat setup.
Flexible deployment: use the widget across funnels, websites, landing pages, and other supported areas.
The chat widget can be used on:
Funnels
Websites
Landing pages
Custom HTML sites
Other supported pages where chat widgets can be installed
The embedded widget is mobile responsive by default, adjusting automatically for smaller screens while staying inline with page content.
Proper setup ensures the widget appears exactly where you want it and behaves consistently across your site or funnel.
Go to Web Tools → Chat Widget, then click + New (or open an existing widget).
Choose the Live Chat option.
Open the Style tab.
Under Widget Placement, choose your placement. To render the widget inside your page content, select Embedded / Inline (Renders inside content).
Embedded placement makes the widget appear within your page layout instead of floating on the screen. Leave it as a floating widget if you prefer the sticky corner bubble.
Configure the widget to match your practice:
Theme & Appearance
Choose color themes
Adjust branding elements (avatar, header, colors)
Match styling with your website
Chat Window Settings
Edit the intro message
Configure contact form fields (Name, Phone, etc.)
Set mandatory fields
Customize button text
Messaging & Behavior
Set auto-responses
Configure live chat assignment
Define business hours
Customize "chat closed" messages
Click Get Code (top right).
Copy the embed script.
Option 1: Funnels
Open your funnel editor.
Add a Custom Code element where you want the chat to appear.
Paste the embed code.
Save and publish.
Option 2: Websites / External Pages
Open your website editor or HTML file.
Paste the embed code in the desired section.
Publish your changes.
The widget renders exactly where the code is placed.
Note: For SMS replies to send from the widget, be sure you have purchased a phone number and completed the required A2P registration in your account.
The widget loads inline within the page content (or as a floating bubble), and chat behavior stays the same as standard Live Chat, including routing and automation.
Visitors can:
Start a conversation
Submit contact details
Continue chatting in real time
All incoming messages land in your Inbox, where your team manages and replies to conversations. See the Inbox collection for details on handling chat conversations.
Set up a workflow so your team is alerted the moment someone messages you through the widget.
Step 1: Once your chat widget is set up, configure a workflow trigger to notify you when a conversation begins. Set the trigger event to Customer Replied with a filter for Reply Channel set to Chat Widget.
Note: Every reply channel requires its own trigger. The example above uses only Chat Widget; to notify on a different channel, set up a separate trigger and/or workflow for that event.
Step 2: Click the + and search for Internal notifications. You can choose from three options:
Email: send an email to specific users or a custom email address
In-app notification: send a notification via the web or mobile app to specific users or everyone
SMS: send an SMS to specific users or a custom number
Note: Use the
{{message.body}}custom value in your notification email or text to display exactly what the visitor typed into the chat widget.
Embedded placement is most effective when chat supports a specific action or reduces hesitation before a visitor moves forward. Common use cases include:
Capturing questions before form submissions
Offering help on booking or consultation pages
Answering objections during funnel steps
Creating a more guided support experience on service pages
Adding a visible conversation option inside dedicated contact sections
Place the widget near high-intent content such as forms, offers, booking areas, or support prompts.
Match widget styling to the page for a seamless appearance.
Test spacing and alignment so the widget doesn't look cramped in narrow sections.
Review the mobile layout after publishing to confirm readability and spacing.
Keep intro and acknowledgment messages clear and action-oriented.
Embedded widgets do not float on the page.
You can still use floating (sticky) widgets on other pages.
There are no changes to routing, automations, or contact data capture.
Widget not showing: confirm the embed code is correctly placed and the page is published.
Layout issues: verify container width in your page builder and check for CSS conflicts.
Chat not responding: review live chat assignment settings and confirm your business hours configuration.
Can I customize my chat widget messaging per page?
Not dynamically. The widget can be used on multiple pages, but the messaging stays consistent with your initial setup.
Can I create multiple chat widgets in one account?
Yes, you can create more than one chat widget per account.
Can I use both embedded and floating widgets?
Yes, you can use embedded widgets on some pages and floating widgets on others.
Does placement affect chat performance?
No, chat functionality remains the same regardless of placement.
Can I embed multiple widgets on one page?
This is not recommended, as it may cause user experience and tracking conflicts.
