Chat Widget

Chat Widget: How to Add It to Your Pages in Minutes

Installing the Live Chat widget on client websites is one of the easiest ways to generate leads without ad spend.

Where traditional live chat often results in a bad user experience due to lengthy response times, the chat widget excels as it opens up a 2-way chat on SMS and Email as well, freeing the user to leave the website but continue the conversation!

The widget installation is simple and requires no development knowledge or technical skills.

Covered in this article

How to install the Webchat widget to a funnel and or website in Synamate

How to setup and test your webchat widget


How to install the Webchat widget to a funnel and or website in Synamate


How to setup and test your webchat widget

Step 1: Once you have a chat widget set up, you'll want to configure a Workflow Trigger to notify when a conversation is initiated via the chat widget.

To do this, the trigger event should be "Customer Replied" with a filter for "Reply Channel" set to "Chat Widget" like this:

Please Note:

Every "Reply channel" will require its own respective trigger. For the example above we are only using "Chat Widget", if you wanted to use GMB chat you would need to setup a NEW trigger and or workflow for that specific event.

Step 2: Next hit the + > Search for "internal notifications" > You can select from 3 options:

1. Email - Send email to a specific Users or custom email

2. In-app notification - Send a notification via the web app or mobile app to a specific Users or all

3. SMS - Send SMS to a specific Users or custom number

Quick Tip:

Use the "{{Message Body}}" custom value in your notification email/text to display the message that the user entered into the chat widget.


Can I customize my chat widget messaging per page?

The current configuration of the webchat widget does not allow for dynamic messaging. Although the widget can be used on multiple pages, the messaging will remain consistent with the initial setup.

Can I create multiple chat widgets in a sub-account?

No, each sub-account comes with one webchat widget. If you are looking to a multi-location chat widget its best to.

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