Chat Widget

The Chat Widget converts website visitors into leads by embedding a customizable messenger on funnels and websites. Visitors start conversations that flow directly into the Conversations inbox, where your team responds via SMS, email, live chat, WhatsApp, Facebook Messenger, Instagram DM, or Voice AI. Pair with Conversation AI for 24/7 automated lead qualification and appointment booking.

What Chat Widget Does

Choose from seven chat types: All-in-One (combines multiple channels), Email/SMS, Live Chat, Facebook, Instagram, WhatsApp, or Voice AI. Each widget includes customizable welcome messages, intro text, contact form fields, colors, icons, and placement (bottom-left or bottom-right). Messages create contacts automatically in your CRM and trigger workflows for instant follow-up.

Install widgets site-wide via Sites > Websites (or Funnels) > Settings > Chat Widget dropdown, or embed widget code on specific pages for targeted messaging. External platforms (WordPress, Shopify, Wix, Squarespace) accept the embed code in header/footer sections or via Google Tag Manager.

AI-powered widgets (All-in-One, Voice AI) greet visitors, answer FAQs, qualify leads, and book appointments without human staff. Escalation rules hand off complex conversations to team members when needed.

Key Configuration Options

Create a widget: Navigate to Sites > Chat Widget, click + New, select a chat type (All-in-One, Email/SMS, Live Chat, Facebook, Instagram, WhatsApp, Voice AI), customize the Style tab (colors, icon, welcome message, avatar, placement), configure the Chat Window tab (title, intro message, contact form fields), set the Messaging tab (acknowledgement text, language), and save.

Install site-wide: Go to Sites > Websites (or Funnels), select your site, click Settings, use the Chat Widget dropdown to select your widget, and save. The widget appears on every page automatically.

Install via embed code: Navigate to Sites > Chat Widget, open your widget, click Get Code, copy the JavaScript snippet, and paste it into the page header/footer (WordPress, Shopify, Wix, Squarespace) or Google Tag Manager. For page-specific widgets within a funnel or website, set site-level widget to None, then embed code using the Code element in the editor.

Enable AI: Ensure Conversation AI is enabled in account settings. When creating or editing a widget, configure the Agent tab (for All-in-One or Voice AI types) with voice agent selection, agent name, and behavior settings. Train the bot with FAQs, service details, and booking preferences. Set escalation rules for handoff to humans.

Set up workflow notifications: Navigate to Automations > Workflows, create a workflow with the Customer Replied trigger, filter by Reply Channel: Chat Widget, add Internal Notification action (email, SMS, or in-app), select team members to notify, and use {{message.body}} to include the visitor’s message.

Power Features

Multiple widgets per account: Create unlimited widgets, each with unique branding, messaging, and channel configuration. Use different widgets for different pages, languages, or client brands.

AI-powered 24/7 engagement: AI bots greet visitors, answer FAQs, qualify leads, and book appointments without human staff. Escalation rules hand off complex conversations to team members when needed.

Channel flexibility: All-in-One widgets combine Live Chat, Email/SMS, WhatsApp, Facebook, Instagram, and Voice AI in a single interface. Visitors pick their preferred communication method.

Workflow integration: Trigger workflows the moment a visitor sends a message. Add tags, create opportunities, update pipeline stages, or send follow-up sequences automatically.

External platform support: Install on WordPress (via HighLevel plugin or Custom HTML widget), Shopify, Wix, Squarespace, Weebly, Duda, or any site via Google Tag Manager.

Pro Tips

• Choose the right chat type for your team size. If staff can respond in real time, use Live Chat or All-in-One. If your team is small or not online 24/7, use Email/SMS or WhatsApp so messages queue for later response.
• Keep welcome messages short and action-oriented. “Have a question? Chat with us now.” outperforms generic greetings.
• Use a real photo as the avatar. Visitors engage more with human faces than logos or generic icons.
• Enable Conversation AI as a safety net. Even if your team handles most chats manually, AI ensures after-hours visitors get instant responses.
• Place the widget in the bottom-right corner. This is where most visitors expect to find chat bubbles.

Common Questions

Can I customize messaging per page?

Widget messaging (welcome text, intro message, acknowledgement) is configured at the widget level. For different messaging on different pages, create separate widgets and embed each via code.

Can I create multiple chat widgets?

Yes. There is no limit. Each widget can have its own chat type, styling, messaging, and channel configuration.

Do I need to reinstall code after changing settings?

No. Changes to widget settings take effect automatically on every page where the widget is installed.

What happens if I set a widget site-wide AND embed one via code on a page?

The site-level widget takes precedence. Set the site-level dropdown to None if you want the code-embedded widget to appear.

How do I track leads from the chat widget?

Create a workflow with the Customer Replied trigger, filter by Reply Channel: Chat Widget, and add actions like tagging, pipeline stage updates, or lead source assignment.