How to Use the All-in-One Chat Widget

The All-in-One Chat Widget offers a comprehensive solution for managing multiple communication channels-Live Chat, Email, and WhatsApp-through a unified interface. This not only eliminates the need for handling multiple widgets but also enhances the user experience by allowing visitors to seamlessly choose their preferred method of communication.

🔑Key Benefits #

• Unified Management: Handle Live Chat, Email, and WhatsApp conversations from a single widget.
• Consistent Branding: Ensure a cohesive brand identity with a unified color scheme.
• Enhanced User Engagement: Personalize the initial welcome message to boost user interaction.
• Easy Setup: Configure the widget with ease, selecting only the active communication channels available.

Prerequisites #

• Account Access: Ensure you have the necessary permissions to create or modify chat widgets within your account.
• Active WhatsApp Number (Optional): If you wish to incorporate WhatsApp Chat, ensure that an active WhatsApp number is configured in your account.

How It Works #

Create a New Chat Widget #

In the left-hand navigation menu, go to Sites > Chat Widget and initiate the creation of a new chat widget by clicking the “+New” button”.

Next, select All-in-One Chat from the list of chat types.

📌Note: If you do not see the “All-in-One Chat” option, ensure your account has access to the latest updates. You may need to refresh the page or log out and log back in.

Select Channels #

After selecting the All-in-One Chat, choose the communication channels you want to activate. If you have an active WhatsApp number, you can enable WhatsApp Chat. If not, only Live Chat and Email & SMS Chat will be available.

📌Note: A minimum of two chat types must always be enabled.

Customize Widget Settings #

Confirm the selected channels, then update the name of the widget for easy reference.

Next, customize the message that appears when visitors first open the widget. This initial message serves as the first point of contact and helps set the tone for the interaction.

Open the Styles section to adjust the widget color and icon to match your brand, and update the greeting message if desired.

Channel Settings #

Now let’s move to the Chat Window tab to configure additional settings.

• Email & SMS Chat: Add personalized messages and customize the form fields to greet your users.

• Live Chat: Configure the display name, greeting message, and offline behavior (if any).

• WhatsApp: If enabled, confirm your WhatsApp number and set a default greeting message.

Save and Preview #

Modify the remaining sections according to your preferences, then click Save to apply your changes.

Finally, preview how the widget will be displayed on each device type, then test the widget on your devices or within the platform to ensure that all channels are functioning as intended.

Using the All-in-One Chat Widget #

Switching Channels #

Visitors can easily switch between Live Chat, Email, or WhatsApp by using the Back button in the chat header.

Active Conversations #

Chat sessions remain open until manually ended by an account user or closed automatically due to inactivity based on the widget’s timeout settings.

Contact Form Fields #

For Email, SMS, and WhatsApp chats, a standard contact form field (e.g., “Message”) is available to capture user information.

With its intuitive setup and customization options, you can enhance engagement, improve team collaboration, and provide a seamless communication experience for your visitors.

Frequently Asked Questions #

Q: What if I don’t have a WhatsApp number?

• You can still use the All-in-One Chat widget with just Live and Email Chat. WhatsApp Chat will remain hidden until a valid WhatsApp number is added.

Q: Can I customize the color for each channel?

• The All-in-One Chat widget uses a single, unified color scheme across all channels to maintain a consistent brand experience.

Q: How do I end a Live Chat session?

• A session can be closed from the Conversations panel, or will automatically end after a specified inactivity timeout.

Troubleshooting Tips #

Widget Not Showing Up: Double-check that you have correctly added the widget to your funnel/website. If you are considering a site built outside the platform, verify that the embedded widget code is correct.

WhatsApp Not Available: Ensure your WhatsApp number is active and correctly configured. If it’s still not visible, review your WhatsApp integration settings.

Email Not Sending: Verify that your email address is properly set up and verified in your account settings.

What's your Reaction?

You have reacted on"How to Use the All-in-One Chat Widget"


A few seconds ago