Widget Settings
Configure the appearance and behavior of each client's chat widget.
To configure a client's widget settings:
- 1. Go to Admin → Clients
- 2. Find the client in the list
- 3. Click the ⋮ menu and select Settings
Or navigate directly to: /admin/clients/[clientId]/settings
Settings Reference
Bot Name
The name displayed on the chat button and in the chat header.
Example: Sarah, Alex, Support Assistant
Keep it friendly and human-like for better engagement.
Bot Avatar URL
URL to an image that represents the bot.
Requirements:
- • Square image (at least 200x200px)
- • HTTPS URL
- • JPG, PNG, or WebP format
Persona
Instructions that define the bot's personality and behavior.
Example:
"You are a friendly and professional customer service representative. Be helpful, concise, and always maintain a positive tone. If you don't know something, admit it and offer to connect the user with a human."
Theme Color
Primary color used for the chat button, user messages, and accents.
Format: Hex color code (e.g., #0066CC)
Introduction Message
The first message shown when a user opens the chat.
Example:
"Hi! 👋 I'm Sarah, your virtual assistant. I can help you with questions about our products, pricing, and services. How can I help you today?"
Show Support Option
When enabled, adds a "Contact Support" link to the intro message.
Support Email
Email address for the support link.
Example: support@clientcompany.com
Lead Webhook URL
URL to receive lead data via POST request when a lead is captured.
Payload sent:
{
"name": "John Doe",
"email": "john@example.com",
"phone": "+1234567890",
"message": "I need a quote for...",
"clientId": "abc123",
"timestamp": "2024-11-24T10:30:00Z"
}- • Use a human-like name - "Sarah" converts better than "Support Bot"
- • Match brand colors - Use the client's primary brand color for consistency
- • Keep intro messages short - Under 100 characters works best
- • Test on mobile - Always preview how the widget looks on phones
- • Configure webhooks - Ensure leads are routed to the client's CRM