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sitesChat WidgetHow to Install TWIM CRM's Chat Widget

TABLE OF CONTENTS


How to install the Chat Widget to a funnel and or website in TWIM CRM


How to Set Up and Test the Chat 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:

**Step 2:Next click 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: 


How to Set Up and Install the Chat Widget on a Wordpress Site


Frequently Asked Questions

Q: 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.

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

Yes, you can create more than one chat widget per sub-account!


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