How To Create and Add a Chat Widget to Funnels and Websites

You can create a chat widget in the system to add to a funnel or website page, to increase your opportunities to communicate with clients. Follow the steps below to create a widget and use it on a funnel or website page:

Step 1: How to Create a Chat Widget

• Navigate to the "Chat Widget".
• There are 3 tabs of customization for setting up your chat widget: Chat bubble, Widget window, and Acknowledgement settings.

• Customize the various aspects as you wish, and you will see your changes reflected in the preview on the right-hand side.

• Click Save to confirm your changes.

• Click "Get Code" and copy the code that appears in the pop-up window.

Step 2: How to Add the Chat Widget to a Funnel or Website

• Navigate to Funnels or Websites.
• Click into the Funnel or Website you want to add the chat widget to.
• Navigate to Settings.
• Paste the code into the "Body tracking code" field. Click Save.

NOTE: You can preview the funnel or website, and refresh the page to view what the widget will look like for contacts visiting your funnel/website page.

Check out our other article for how to create trigger notifications for new chats!