What is this feature and why you should use it.
This guide takes you through all parts of the chat widget editor. You will learn how to set up and manipulate the chat widget.
Who can use this feature?
Licence | Role | ||
Teams Licence | ✓ | Agent | ╳ |
Business Licence | ✓ | Supervisor | ╳ |
Enterprise Licence | ✓ | Account Holder | ✓ |
Table of Contents
- Instructions to use [Talkative Feature] [X Minutes]
- Troubleshooting steps [X Minutes]
- Frequently asked Questions (FAQ's)
What will you learn from this article?
Where to find the code to upload the chat widget to your website
How to manage version of the chat widget
How to change parts of the chat widget on your website
Instructions to use Chat Widgets
The instructions take you through all the sections of the chat widget editor.
You must be an 'Account Holder' to access this area of the platform
Part 1: General Settings, Scripts, Widget Versions
- Overview of chat widgets
- How to access and use Talkative scripts
- Versioning of chat widgets
Part 2: Widget Configs & Page Rules
- Publishing the chat widgets
- Multiple widget configs
- Page rules (how to show or hide the chat widget on specific pages)
Part 3: Widget Editor: Overview, General & Version
- How to use the widget editor
- Settings in General tab
- Settings in Version tab
Part 4: Theme Settings
- Widget position on screen
- Colours of the widget
- Logo of the widget in the header
Part 5: Language Strings
- What are language strings
- Which strings can we change
- Changing header text
Part 6: Chat Button
- Changing chat button settings
- Adding text/icons to the closed chat widget
- Changing chat button position on screen
- Adding custom Icons to the chat button
Part 7: Privacy
- Changing privacy settings
Part 8: Card Editor
- Adding and manipulating cards in Talkative
- Designing cards
- Changing cards
- Adding buttons and setting what buttons do
Part 9: Standby Phase & Nudges
- What is the standby phase
- What are nudges
- Connecting cards to standby phase and nudges
- Adding rules to cards and setting when cards show
- Adding rules to nudges and setting when nudges show
Part 10: Chat, Video, Analytics Settings
- Chat settings
- Video settings
- Analytics settings
Part 11: Data Collection
- Adding data collection before a chat starts
- Editing fields in data collection forms
Part 12: Wait Messages
- Adding messages to customers as they wait in the queue
- changing messages for customers waiting
- Setting a data collection form if the queue goes offline when customers are waiting.
Part 13: Chat, Video, Analytics Settings
- Setting when feedback shows for the customer
- Turning on/off feedback
Part 14: Chat, Video, Analytics Settings
- Changing the size of the chat widget on the screen
- Setting screen sizes for automatic fullscreen
- Setting programmatic actions, more information available here: Using Programmatic Actions
- Exploring advanced settings
- Saving & Publishing the chat widget (09:29 onwards)
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