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The chat widget configuration page is the main place where you can set up the chat widget. 

The configuration options are:

Add chat to customer portal

Checking this option adds the chat widget to project's customer portal, where it is visible as the icon in the lower right:

Allow adding chat to external web pagesChecking this option lets you place the chat widget on any web page. Actually placing the chat widget on a web page requires modifying the page's source. You need to place there the HTML code in the gray box below the checkbox
Allow anonymous accessChecking this checkbox allows customers to chat with you from an external web page without logging in - they will be visible to you as Anonymous Chat User. If this checkbox is cleared, users will be required to log in (or register - see below) before starting a chat
Allow users to register in your service portal using the chat widget

Checking this checkbox allows your customers to register in your service portal directly from the chat widget. They will be presented with one of these dialogs in order to register:

 

or, in the conversation panel, when no agent is online:

 

Welcome message override

This text entry box lets you customize the message displayed to the user in the chat's header in this project:

The default value of the welcome message is shared between projects and can be customized globally (not per project) in the Translate and Customize Chat configuration page.

Note that the overriden welcome message cannot be localized - it is the same for all user languages.

Knowledge BaseOptions for Knowledge Base Integration

The chat widget configuration page is the main place where you can set up the chat widget. 

The configuration options are:

Enable chat in this project

Checking this option enables chat in the project. Actually placing the chat widget on a web page requires modifying the page's source. You need to place there the HTML code in the gray box below the checkbox. The widget added to the page is an icon in the lower-right corner of that page:

Add chat to customer portal

Checking this option adds the chat widget to project's customer portal, where it is visible as a button:

You can also opt for placing the button at the top of the portal page ("header") instead of at the bottom ("footer").

Allow anonymous accessChecking this checkbox allows customers to chat with you from an external web page without logging in - they will be visible to you as Anonymous Chat User. If this checkbox is cleared, users will be required to log in (or register - see below) before starting a chat
Allow users to register in your service portal using the chat widget

Checking this checkbox allows your customers to register in your service portal directly from the chat widget. They will be presented with one of these dialogs in order to register:

 

or, in the conversation panel, when no agent is online:

 

Welcome message override

This text entry box lets you customize the message displayed to the user in the chat's header in this project:

The default value of the welcome message is shared between projects and can be customized globally (not per project) in the Translate and Customize Chat configuration page.

Note that the overriden welcome message cannot be localized - it is the same for all user languages.

Knowledge BaseOptions for Knowledge Base Integration







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