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Put a chat widget on your website

Level: IntermediateLast updated:

Goal

You add a chat button to your website, send yourself a test message as a visitor, and answer it from Enydea. This takes about 15 minutes.

What you need

  • A relation selected in Current Account in the sidebar. Chats are stored under it.
  • Permission to edit your website's HTML, or a web developer who can.

Steps

Create the chat

The Website chat tab of Conversations: the list of chats on the left and the settings of the selected chat on the right

The Website chat tab of Conversations.

  1. Click Conversations in the sidebar, then the Website chat tab.
  2. Open the three-dots menu at the top of the chat and click New Chat (or Create your first chat if the list is empty). The new chat is named "new".
  3. In Chat Name, type the name visitors should see, for example "Sales team".
  4. Open Appearance Settings and click the swatch under Background Color to choose your brand colour.
  5. Click the three-dots menu at the top of the chat and click Save Chat.

Leave AI Agent Settings alone for now. AI replies are off until you tick Enable AI Auto-Reply, so your team answers every message.

Add the widget to your site

  1. Click Get Embed Code. A dialog titled Embed Chat Widget opens.
  2. Click Copy Code.
  3. Paste the code into your page's HTML, just before the closing </body> tag, on every page that should show the chat.
  4. Save and publish your site.

Send a test message

A customer website with the chat window open: a welcome message, a visitor question and the reply from the sales team

What a visitor sees on your website after your team has replied.

  1. Open your live website in a private browser window.
  2. Click the round chat button at the bottom right. A window opens with a welcome message.
  3. Type a test message and press Enter.

Answer from Enydea

The Inbox of Conversations with a website chat open: the welcome message, the visitor's question and the team's reply

A website chat open in the Inbox of Conversations.

  1. In Enydea, click Conversations in the sidebar and stay on the Inbox tab. Reload the page if you do not see the new conversation yet.
  2. Click the conversation with the tag Website chat. The visitor's message is there.
  3. Type your reply and press Enter.
  4. Look at your website again. Your reply appears in the chat window.

Check your work

  • A conversation for your test exists in the Inbox tab of Conversations.
  • Your reply appears in the visitor's window.
  • The bell (Notifications) shows a notification for the new conversation, and a click on it opens that conversation. You get it because you created the chat.
  • If the window opens but no conversation ever appears, the visitor sees no error. Check that the code is on the page you tested, and contact support if it is.

Next steps

  • Add office hours, an AI agent or WhatsApp (Website chat). Read the warning about Include CRM Context before you turn the AI on.
  • Leave the Chat widget switch off in Website Tracking. It is a separate bubble that does not create conversations in Conversations (Website tracking and consent).
  • To receive WhatsApp messages in the same chat, connect WhatsApp first (Social media and WhatsApp).

Related pages

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