Customizing the Chat Window in Aesthetix CRM: A Step-by-Step Guide

Learn how to personalize and enhance your chat window in Aesthetix CRM with this comprehensive guide. Follow detailed instructions to customize the appearance, layout, and functionalities of your chat window, ensuring it reflects your brand and meets your specific communication needs. Perfect for users looking to provide a seamless and engaging chat experience for their customers.

1. Click on "Marketing".

1 To begin, click here.

2. Select "Chat Widget" from the menu.

2 Click on "Start conversations on your website".

3. Following that, click on "Chat Window".

3 Following that, click on "Chat Window".

4. Navigate to "Title and Intro".

4 Click on "Title & Intro".

5. Input your chat window title in the designated field.

5 Click on the element.

6. Input your intro message.

6 Now, click on the element.

7. Click the email field if you want to include it.

7 After that, click on the element.

8. Input the CTA (Call to Action) that you want to appear.

8 Click here.

9. Go to "Additional Options".

9 Following that, click on "Customize the chat messages for visitors and other additiona...".

10. Enable agency branding if desired.

10 Click on "Agency Branding".

11. Input your display name.

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

12. Input your URL.

12 After that, click here.

13. Enable the consent checkbox for HIPAA compliance if needed.

13 Next up, click on the element.

14. Optionally, add a legal disclaimer to your chat widget.

14 After, click here.

15. Preview Your Customized Chat Widget Design.

15 Click here.

16. Lastly, click on "Save" to apply your changes.

16 Upload

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