Touring the Chat Widget

Where it lives

Four things to know on sight

Click Search at the top of your screen and type Chat Widget, then open it. You can also find it in your menu, but menus can be renamed, so search is the sure way.

Every widget you have built

This list shows each chat widget in your account. If you have never made one, it is empty, and that is fine.

Click New to start a widget
Open any row to edit it later

Choose the kind of conversation

New opens a picker. Your choice decides how the visitor talks to you.

All-In-One Chat offers several ways to reach you from one bubble
Email and SMS Chat lands as a text or email thread
Live Chat is real time, back and forth
Facebook, Instagram, and WhatsApp send visitors to those apps
Voice AI Chat lets visitors talk to a voice agent

Settings on one side, preview on the other

The builder has tabs for the look, the Chat Window, and Messaging. Some types also show an Agent tab.

First tab: theme, icons, welcome messages, avatar, placement, size
Chat Window: title, intro message, contact form
Messaging: support details, greetings, acknowledgement, language

See it before anyone else does

The live preview updates as you change settings. When you are happy, click Save, then Get Code to install it.

Nothing goes live until it is saved and installed

Why it matters

What a chat bubble does for a website

A bubble is a low-pressure way for a visitor to reach you.

⚡

Fast answers

Visitors ask a quick question instead of leaving or filling a long form.

🛒

Catch almost-ready visitors

Someone about to decide can get one answer and move forward.

🤫

Easy for shy visitors

Typing a question feels easier than picking up the phone.

📥

One inbox

Chats land with your texts and emails, so nothing gets lost.

Key terms

Definitions

Tap any term to expand it.

The small chat bubble on a website that visitors click to message you.

The kind of chat you pick first, such as Live Chat or Email and SMS Chat.

The panel in the builder that updates as you change settings.

The button that gives you the install snippet for your website.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Search for Chat Widget, open it, and look at your widget list.

Click New and read through every widget type without saving anything.

Click through each builder tab and watch the live preview change.

⚡ Tips

You do not need to pick the perfect type today. You can always build another widget.
The first tab may be labeled Widget or Style in your account, so look for the closest match.
The Agent tab only shows for some types, so do not worry if you do not see it.
Looking around does not break anything as long as you do not save.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

What is the sure way to open the chat widget list?

Which widget type is the real-time, back-and-forth chat?

The builder shows a ____ that updates as you change settings.

Click ____ in the widget list to open the type picker and start a new widget.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🔍 Plan my chat widget tour

You are a friendly software trainer helping me explore the chat widget area without breaking anything. My context: - [my business and what I sell] - [the website where I might add chat] - [how many people will answer chats] Give me: - A short checklist for touring the widget list, type picker, and builder tabs - Three questions to answer about each tab as I look - A note on what not to save during the tour Use plain words and keep it under 250 words. Finish by asking me: "Which widget type am I most curious about?"

🗂️ Match types to my needs

You are an organized setup helper helping me decide which widget types to look at first. My context: - [my business] - [how visitors usually contact me today] - [whether I want real-time chat or answer-later chat] Give me: - A plain-language list of the widget types and what each one does - Which one or two types to look at first, and why - A short note on what to check in the type picker Describe only the software choices, no sales strategy. Finish by asking me: "Do I want to answer chats right away or reply later?"