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Authenticate Emails with SPF, DKIM, and SenderID
Auto-forwarding your emails to Vtiger
Automate Outgoing Emails in Email Settings
Automation - Approvals
Automation - Assignment Rules
Automation - Multi-path Workflows
Automation - Scheduled Workflows
Automation - Scheduler
Automation - Standard Workflows
Automation - Webforms
Automation - Workflow Action - Create Event
Automation - Workflow Action - Create Records
Automation - Workflow Action - Create Task
Automation - Workflow Action - Invoke Custom Function
Automation - Workflow Action - SMS Task
Automation - Workflow Action - Send Mail
Automation - Workflow Action - Update Fields
Automation - Workflow Action - Webhook
Automation - Workflows - Vtiger Expressions
Configuration - Business Hours
Configuration - Company Details
Configuration - Consents
Configuration - Customer Portal
Maps in Vtiger CRM
Configuration - Usage Details
Configure Encrypted data fields in Vtiger CRM
Configure Picklist Dependencies
Considerations for Deactivating Vtiger Users
Control Fields and Record Displays using Configuration Editor
Create Reminders for Records and Inbox
Create a field of a Grid type
Customize your self-service portal theme using CSS styles
Dealing with Currencies and Taxes
Enable Desktop Notifications on Chrome Web Browsers
Extensions - Extension Store
IMAP Configuration - 2-way sync between Vtiger and IMAP providers
Inventory - Payments and Subscriptions
Inventory - Tax Management
Inventory - Terms and Conditions
Login to Vtiger on SSO SAML using ADFS
Mailroom Functionality in Different Scenarios
Manage Multiple Currencies
Marketing & Sales - Forecast and Quota Settings
Marketing & Sales - Pipelines and Stages
Marketing and Sales - Deal to Project Mapping
Marketing and Sales - Lead Conversion Data Mapping
Marketing and Sales - Profile Scoring
Module Management - Labels Editor
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My Preferences
My Preferences - Calendar Settings
My Preferences - My Tags
My Preferences - Notification Preferences
SAML Support in Vtiger CRM
Set up Mailroom
Settings - Configure Module Settings
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Module Management - Creating a Relationship Between Modules
Settings - Customize Records and Fields for your Business
Settings - How to set email autoresponder to Webform submission?
Settings - Left Menu
Settings - Manage Global Picklists in Vtiger
Settings - Set up your Support Team
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Settings - Working with Picklist Values
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Unsubscribe your Email
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Vtiger Buzz - Chrome Extension for Notifications
Vtiger Implementation wizard
Vtiger Language Support
Websense - Trackers
Formula Fields
Configuring 2-Step Verification & Creating App-Specific Password
Settings - Personalize Module Layouts
Automation - SMS Reply Actions
Module Management - Module Layouts & Fields
Configuration - Storage Guard
Adding a local DNS Entry
Adding Additional Hidden Fields to a Webform
Configuring Dependent Fields and Blocks for Modules
Duplicate Prevention in Modules
Module Management - Modules
Websense - Widgets
This article will help you to customize the Live Chat widget on your website.
R
Rashmi Kashyap
26 Aug, 2020 - Updated
1 year ago
Table of Contents
Introduction
Widgets in Vtiger enable you to customize the Live Chat widget that is installed on your website. You can configure the widget for:
- online and offline welcome messages,
- feedback success and failure notifications,
- assigning agents, etc.
By doing this, you can give a personal touch to the widget and make it look like your own. Customers will also relate to your company and feel welcomed to talk to your agents.
To understand this process in detail, have a look at the Web Chats article.
Customizing the Widget
This is where the fun begins.
By customizing the widget, you can play around with welcome messages, feedback requests and so much more.
Follow these steps to customize your widget:
Step 1: Go to the Widgets page
- Login to your account.
- Click the User Menu icon on the top right corner of the screen.
- Click the Settings button.
- Look out for the Websense block.
- Click Widgets.
|
Step 2: Select the Tracker and the Widget
- Select the tracker that is responsible for the widget on your website from the Select Tracker drop-down.
- Select the widget that you want to customize from the Select Widget drop-down.
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Step 3: Define the fields in the tabs
All the fields under these tabs are filled with a pre-defined sentence. You can change and customize them to your liking.
- Click the General tab.
- Click the Enable button.
- You can add your own text to the following fields:
- Status
- Online Welcome Message
- Offline Welcome Message
- Offline Message Success Text
- Conversation Start Button
- Offline Message Submission Button
- Agent Conversation End Message
- Visitor Conversation End Text
- New Conversation Section Label
- New Conversation Placeholder Text
- Reply placeholder text
- Registration Form Header
- Message Form Header
- Rating
- Rating Message
- Feedback Message
- Feedback Success Notification
- Feedback Error Notification
|
- Click Save.
- Click the Agents tab.
- Type the names of the CRM users whom you want to add as agents. These users can interact with your customers and resolve their queries.
- Click the +Add Agents button.
|
- Click the Facebook tab.
- Link your Facebook page.
- Click the Enable Facebook Messenger toggle button.
- Click the Page Status toggle button of the page in which you wish to enable Web Chats.
- Click Save.
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