To create a new widget, in the left-hand menu, go to “Widgets” – > “Create”:
You will be redirected to the widget wizard. In the section on the left, you will see the widget configuration options:
You can see a live preview of your widget in the bottom right corner:
In the window above the widget, you can change its preview mode:
- Ongoing conversation
this is a preview of the chat window during your conversation with the customer. - Offline mode – outside working hours
is a preview of the widget that is displayed to your customers while you are away. - Before starting the conversation
is a preview of the widget that your customer sees before they start a conversation with you.
Widget configuration
General
- Name
Here you provide a custom name for the widget. It will only be visible in your panel in the list of all widgets. - Specify the available contact methods
Here you can set whether you want to allow your customers to contact you by voice or video call. (option not available in GetFree plan). - Department
Here you specify the default department with which the call should be connected. You can also set the option “Let the customer choose”, then the customer will be able to decide himself which department he wants to call. (Department option is not available in GetFree plan). - Specify what data (apart from the name and surname) should be completed by the client before starting the conversation
Here you can set the customer to additionally have to provide their email address or phone number before the call starts. - The content of the header before starting the chat conversation
This is where you enter the content of the headline that will appear to the customer above the form before the call is initiated. - The content of the subheader before starting the chat conversation
This is where you enter the content that will appear to the customer under the header – above the form before the call is initiated.
Design
- Primary color
This is where you set the base color of your widget. All backgrounds and buttons of the widget will be in the selected color. - Secondary color
This is where you set the color of headers, icons, and text on buttons.
Accessibility
- Hide the widget when the operator is not available
By checking this option, the widget will be disabled and invisible on the site while you are away. Check this option only if you are sure that you do not want to collect leads offline. - Headline content outside of your company’s business hours, when conversation is impossible to reach
This is where you enter the content of the header that will be above the form that will appear to the customer in your absence. This is where you enter the content that will be under the header – above the form that will appear to the customer in your absence.
Legal consents
Here you can add the consents that the customer must accept before the call starts. You can add unlimited number of consents.
- Content of consent
This is where you enter the full wording of the consent. - URL to full consent
This is where you enter the URL for the full consent – a “more” link will appear at the end of the consent directing you to the URL you enter in this field. - Is it mandatory to mark this consent?
Here you set whether checking the added consent is mandatory to start the conversation.
At the very end, click the “Save” button at the bottom to create the widget:
