Installing a Chat Widget in Aesthetix CRM: A Complete Guide

Enhance customer engagement by learning how to install a chat widget in Aesthetix CRM. This comprehensive guide provides detailed, step-by-step instructions to help you seamlessly integrate a chat widget into your CRM, enabling real-time communication with your clients and prospects. Perfect for users looking to improve customer support and interaction directly through their CRM platform.

1. To start, click "Marketing".

1 To start off, click here.

2 Next, click on "Start conversations on your website".

3. After, click on "New".

3 After, click on "New".

4. Click the type of chat you want.

4 Click here.

5. Click on "Get it for wordpress".

5 Click on "Get it for wordpress".

6. Afterwards, click on "Get Code".

6 Afterwards, click on "Get Code".

7 Click on "Copy".

8. Click on "Copy".

8 Click on "Copy".

9. You have the freedom to choose your preferred method for installing the code. You can either use Google Tag Manager or directly copy and paste the raw code in the header of your website or application.

9 Following that, click on "Via Code".

10. Lastly, click on save.

10 Once that's done, click on the element.

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Installing a Chat Widget in Aesthetix CRM: A Complete Guide | Aesthetix CRM