How to Add the Chat Widget to Funnels and Websites

Please Note:

Be sure you have purchased a phone number and completed the required A2P registration in the sub-account in order for the SMS replies to be sent.

Step 1: Once you have a chat widget set up, you'll want to configure a Workflow Trigger to notify when a conversation is initiated via the chat widget. 

To do this, the trigger event should be "Customer Replied" with a filter for "Reply Channel" set to "Chat Widget" and "Save Trigger"

Every "Reply channel" will require its own respective trigger. For the example above we are only using "Chat Widget", if you wanted to use Google Messages you would need to setup a NEW trigger and or workflow for that specific event.

Step 2: Next click the + > Search for "Internal notifications" > You can select from 3 options:

1. Email: Send email to a specific Users or custom email

2. In-app notification: Send a notification via the web app or mobile app to a specific Users or all

3. SMS: Send SMS to a specific Users or custom number 

Quick Tip:

Use the "{{Message Body}}" custom value in your notification email/text to display the message that the user entered into the chat widget.

Step 3: Add the message to notify your customer by clicking the + > Search for "SMS".

FAQ's

Q: Can I customize my chat widget messaging per page?

A: The current configuration of the webchat widget does not allow for dynamic messaging. Although the widget can be used on multiple pages, the messaging will remain consistent with the initial setup.

Q: Can I create multiple chat widgets in a account?

A: No, each account comes with one webchat widget.