Help center
The Chat Widget
Customize the on-site widget — colors, greeting, help hub, and more.
All topics
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Customize the widget's color and position.
Match the on-site chat widget to your brand — set its primary color, choose which corner of the page it sits in, and save the changes from Settings.
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Set your chatbot's name, greeting, and fallback message.
Give your chatbot a name, write the greeting visitors see first, set the fallback for questions it can't answer, and turn the chatbot on or off.
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Preview and test your widget before you go live.
Use the built-in widget preview to see your chatbot on a simulated version of your page, chat with it, and check your changes before installing on your site.
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Understand the widget hub visitors see.
The widget is more than a chat box — it has Home, Messages, Help, and News views. Here's what each one shows visitors and how the tabs appear.
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Curate your Help and News content.
Use the Widget Content page to publish Help articles and News updates inside the widget — add knowledge docs, write articles, add links, reorder, and feature them.
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Set up the proactive lead form.
Turn on the in-chat lead form to collect visitor contact details — set the title and subtitle, choose which fields show and which are required, and pick when it appears.
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Greet visitors with proactive triggers.
Configure proactive engagement so the widget greets visitors on its own — a teaser bubble or an auto-open — with a delay, message, cooldown, and mobile control.
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Let visitors send photos in chat.
Visitors can attach up to four images to a chat message — the AI reads them to help answer, and your team sees the photos in the inbox for context on the request.
Still need help?
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