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Chat Widget

Here's everything you need to know about using the chat widget with your CRM:

Getting Started

Chat Widget Overview

Installing a Chat Widget

Adding the Chat Widget to Your Website

Managing Widgets

Editing a Chat Widget

Cloning a Chat Widget

Removing a Chat Widget

Multiple Chat Widgets in One Account

Customizing Your Widget

Customizing the Chat Widget Appearance

Customizing the Chat Window

Customizing Chat Messaging

Acknowledgment & Auto-Reply Settings

Custom Fields on the Chat Widget

Using Live Chat

Managing Web Chat in the Inbox

Chat Widget Office Hours

Collecting Visitor Details Before Chat

File Attachments in Live Chat

Chat Notifications & Sound Settings

Embedding & Advanced

Embedding the Chat Widget on Website Platforms

Tracking Chat Widget Activity (GA4 & Attribution)

Chat Widget Triggers, Actions & the Web Chat API

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