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How do I customize the live chat widget to my needs?

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Follow these steps to configure live chat widgets: 
  1. Login to your CRM instance.
  2. Click on your profile picture in the right corner of the screen.
  3. Click the Settings button.
  4. Select Widgets under Websense.
  5. Select the tracker of your choice.
  6. Select the widget.
  7. Customize the labels and text messages in the General tab.
  8. Assign agents who will be responding to your clients in the Agents tab.
  9. Connect your Facebook page so that all the messages are diverted to Live chats in the Facebook tab.
Note: You can also configure the widget by going to Settings Websense Trackers. Hover over a tracker record and click the Configure widgets button.

To learn more about Widgets, click here.
To learn more about Live Chats, click here.
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