Modes
Choose the mode at the top of the agent’s Widget tab.
Where things are configured
What a chat agent can do
Engage visitors
Proactive engagement
Open the chat, or show a nudge bubble, after a set time on site, on chosen pages, or for a UTM campaign.
Page rules
Change the opening message, suggestions, icon, layout and variables on specific pages or sites.
Personalization
Tailor the conversation to the visitor’s campaign, page, referrer, or details your site already knows.
Look and feel
Position, size, colors, fonts, launcher animation, messages, suggestion chips and session settings.
Act inside the chat
Navigation and case studies
Offer a “Take me there” button to your key pages, and show proof cards with a customer’s headline result.
Booking, forms and media
Book meetings inline, collect availability or form fields, play videos, and answer from your knowledge base.
Human handoff
Bring a teammate into the conversation from a Slack channel, within your business hours.
Capture leads safely
Visitor identification and consent
Ask for an email before the chat starts, show region-specific consent text, and match visitors to your CRM.
Guardrails and security
Keep the agent off restricted topics, and control which sites can load your widget.