Adding the Chat Widget to your website is one of the easiest ways to capture new patient leads without any ad spend. Once installed, visitors can start a conversation directly from your site, ask questions about treatments, and submit their contact details so your front desk can follow up.
The Chat Widget requires no development knowledge or technical skills to install. You can place it as a floating bubble in the corner of every page, or embed it inline within your page content so it feels like a natural part of your website design. Either way, the setup is the same: build the widget, copy the embed code, and paste it into your site.
This guide walks you through getting the embed code and adding the widget to your website, funnel, or landing page. For platform-specific instructions on sites like WordPress, Wix, Squarespace, Shopify, Weebly, and Duda, see Embedding the Chat Widget on Website Platforms.
Note: Before you install, be sure you have purchased a phone number and completed the required A2P registration in your account so that SMS replies can be sent from the widget.
Go to Web Tools → Chat Widget, then click + New to build a new widget, or open an existing widget to edit it.
Choose the Live Chat option for the widget type.
Decide how the widget should appear on your page.
Floating / Sticky: The widget sits as a chat bubble in the corner of the screen and follows the visitor as they scroll.
Embedded / Inline: The widget renders directly inside your page content, so chat feels like part of your website layout instead of an overlay floating above it.
To use the embedded option, open the Style tab, then under Widget Placement choose Embedded / Inline (Renders inside content).
Embedded placement works well on funnels, websites, landing pages, custom HTML pages, and any other supported page. It is mobile responsive by default, adjusting automatically for smaller screens while staying inline with your content. Embedded placement is most effective when you position chat near high-intent areas, such as booking or consultation pages, treatment detail sections, forms, and calls-to-action, where a visitor may have a question before taking the next step.
Configure the widget to match your practice branding and how you want to handle conversations.
Theme and appearance: Choose color themes, adjust branding elements such as the avatar, header, and colors, and match the styling to your website.
Chat window settings: Edit the intro message, configure contact form fields such as Name and Phone, set mandatory fields, and customize the button text.
Messaging and behavior: Set auto-responses, configure live chat assignment, define your business hours, and customize your "chat closed" message.
Click Get Code in the top right of the widget editor.
Copy the embed script.
Paste the embed code where you want the widget to appear.
Open your funnel or landing page editor.
Add a Custom Code element where you want the chat to appear.
Paste the embed code.
Save and publish.
Open your website editor or HTML file.
Paste the embed code in the desired section of the page.
Publish your changes.
The widget renders exactly where the code is placed. For a floating widget, the code can go anywhere on the page; for an embedded widget, place it precisely where you want the chat to appear inline.
Once the widget is live on your site, set up a notification so your team knows the moment a visitor starts a conversation.
Create a Workflow with a trigger event of Customer Replied, and add a filter for Reply Channel set to Chat Widget.
Note: Each reply channel requires its own trigger. The example above uses only Chat Widget; if you also want notifications for another channel, you would set up a separate trigger or workflow for that specific event.
Add an action by clicking +, then 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 through the web app 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 the exact message the visitor entered into the chat widget.
After the notification is in place, visit your published page and send a test message through the widget to confirm the conversation arrives and your team is alerted.
Can I customize my chat widget messaging per page?
No. The current configuration does not support dynamic, per-page messaging. The widget can be used across multiple pages, but the messaging stays consistent with your initial setup.
Can I create more than one chat widget in my account?
Yes. You can create multiple chat widgets in your account and use different ones on different pages.
Can I use both embedded and floating widgets?
Yes. You can use embedded widgets on some pages and floating (sticky) widgets on others.
Can I embed multiple widgets on a single page?
This is not recommended. Placing more than one widget on the same page can cause user experience and tracking conflicts.
Does embedding the widget affect chat performance or routing?
No. Only the placement changes. Routing, automations, lead capture, and Live Chat management continue to work exactly as they do with a floating widget.
Why isn't my widget showing up on the page?
Confirm that the embed code is placed correctly and that the page has been published. If the layout looks off, verify the container width in your page builder and check for any CSS conflicts. If the chat is not responding, review your live chat assignment settings and confirm your business hours are configured correctly.
