As an extension of your brand, you have complete control over how your chat box looks and functions using our convenient editor. You can easily update the design, size, position, text fields and behavior to create the best user experience possible.

Design

In the Design tab, customize the chat box's color, title, and position on your website. You can customize the look for both desktop and mobile web visitors, as well as what the box will display when you are both Available and Unavailable to chat.  

Chat

From the Chat tab, you can customize what your web visitors see before, during, and after chatting with you.

Start Chat Subtab

In this area you can modify the Intro Text that displays when a visitor engages your chat box, and decide what contact information you'd like to gather before chatting with them. We recommend starting with their first name and email address.

Chatting Subtab

Choose your First Message to get the conversation going, set an automatic Waiting for Operator message to respond to your visitor if you’re not able to respond to them right away. You can also define your preferences for transferring files and more.

After Chat Subtab

Add a friendly Chat Closed message to wrap up all your chat conversations. Tick the Ask for Rating box to allow visitors to provide feedback on their interaction. You can also set up a call-to-action with a Custom Link Button linking to a sign-up form or an online calendar. Additionally, you can choose if you'd like to allow your web visitors to download the transcript of their chat conversation for their records.

Unavailable

Customize the Unavailable Message that displays when you’re not around to chat.

You can also change your chat box into an Email Form when you’re offline or choose No Chat Box to remove it from your website entirely when no one is available to chat.

Email Form

If you’re using an Email Form when you’re not available, this tab allows you to add a custom message and ask the visitor for their preferred contact information.

Triggers

Triggers allow you to customize when your chat box pops up. Set the amount of seconds you'd like to have before the chat box pop ups for customers visiting your site. You can even set the chat box to trigger instantly on specific pages such as a pricing page or support.

Transcripts

If you’d like to receive an email notification of each chat after the conversation ends, you set that up here within the Transcripts tab. Transcripts can automatically be sent to the chat participants, the visitor, or a custom list of email addresses.