1. Click on "Marketing".

2. Select "Chat Widget" from the menu.

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

4. Navigate to "Title and Intro".

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

6. Input your intro message.

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

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

9. Go to "Additional Options".

10. Enable agency branding if desired.

11. Input your display name.

12. Input your URL.

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

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

15. Preview Your Customized Chat Widget Design.

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