Chat Widget

Created by Ezra Weinstein, Modified on Thu, 29 Sep 2022 at 05:40 PM by Hannah Harris

In this section, you can create a chat widget for your website to generate new leads and communicate with existing customers!


New leads and customers will input their contact information and request a text back using this chat widget.


NOTE: Depending on your user permissions, you may not have access all of the components.


Install Chat Widget


In order to use this chat widget, you will need to install it on your website or application.
If you are unfamiliar with how to do this, seek out the help of a web developer or your CRM administrator.


Chat Widget Code


Here you will find the code that you'll need to install on your website or application in order for this chat widget to be shown to visitors.

Choose How To Install


You can choose how to install this code. Whether you'd like to use Google Tag Manager or simply copy and paste the raw code in the header of your website or application.

Copy Code


This is a quick copy button. By clicking this button, you will copy the code below so you can then paste it into the header of your website or application.

WordPress Plugin


If you are currently using WordPress for your website, you can download this plugin to help with the installation of the chat widget.


Save After Editing


Don't forget to save your changes after editing your chat widget.


Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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