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Set Up a Chat Widget

Cristina from Ivorey™ avatar
Written by Cristina from Ivorey™
Updated over a week ago

Before You Dive In

The Chat Widget lets you add a real-time chat to your website or funnels, so visitors can start conversations instantly. It enhances engagement, supports lead capture, and provides better support experiences via live or automated messaging.

Key features and benefits

Chat widgets offer several advantages for businesses wanting to enhance engagement, improve support workflows, and increase conversions.

  • Real-time Customer Support: Provide instant responses to visitor enquiries, reducing wait times and improving overall satisfaction.

  • Improved Customer Experience: Resolve issues quickly and efficiently, helping build trust and loyalty.

  • Higher Conversions: Offer assistance at the right moment to prevent drop-offs and encourage visitors to complete actions such as purchases or bookings.

  • Increased Engagement: Trigger conversations based on visitor behaviour, such as spending more time on a page or viewing key content.

  • Cost Savings: Automate replies to frequent questions, reducing the number of enquiries that require human support.

  • Greater Efficiency: Manage multiple conversations simultaneously, improving the speed and effectiveness of your support team.

This guide is perfect if you want to:

  • Add a chat widget to your website or funnel

  • Customise the appearance and behaviour of your chat widget

  • Configure automated replies and offline messages

  • Manage incoming chats from your dashboard

How to Set Up Chat Widgets

In this step, you’ll choose the type of chat widget you want to use, customise its appearance, and get the installation code to add it to your website or funnel. You’ll set colours, icons, welcome messages, and any additional options based on the chat type you select.

Click here for the written instructions

  1. From the Ivorey main menu go to [Site Pages] > [Chat Widget] > click [New] > select the chat type:
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    1. All-In-One Chat - Supports multiple channels in one widget, including Live Chat, Email/SMS, WhatsApp, Facebook, Instagram, and Voice AI.
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    2. Email and SMS Chat - Captures visitor details so you can respond later via email or SMS. Ideal for teams not available 24×7.
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    3. Live Chat - Real-time, two-way messaging for teams that offer continuous or extended support.
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    4. Facebook Chat - Allows visitors to start a Messenger conversation with your connected Facebook Page.
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    5. Instagram Chat - Lets visitors begin an Instagram DM with your connected Instagram Business account, with conversations continuing in both Instagram and Ivorey™.
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    6. WhatsApp Chat - Enables two-way WhatsApp messaging using an approved WhatsApp number. Suitable for teams that prefer asynchronous communication.
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    7. Voice AI Chat - A voice-enabled chat option where visitors can speak to an AI agent. Supports 24×7 automated conversations for lead capture and qualification.
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  2. After selecting the chat type, it's time to customise your widget:
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    1. On the Style tab, set themes, icons, welcome messages, avatar, placement, and widget size.
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    2. On the Chat Window tab, edit the title, intro message, and contact form fields. Add your brand URL or compliance checkboxes if needed.
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    3. On the Messaging tab, configure message acknowledgements, icons, and the widget language.
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    4. On the Agent tab (only available for AI-supported chat types), choose the voice agent and set the agent’s name and description.
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  3. Once configured, click on [Get Code] and add it to your landing page, Google Tag Manager, or WordPress site. You can also go to Funnels, Websites, or Blogs inside Ivorey™, and select the chat widget you want to apply directly.

Using Conversation AI in Your Chat Widget

Use Conversation AI within the chat widget to greet visitors and provide instant, round-the-clock answers, ensuring every enquiry receives a response even when your team is unavailable.

Please refer to our Conversation AI guide for the instructions on how to set it up, and please refer to our Billing Guide to understand the additional costs.

Frequently Asked Questions

Can I customize my chat widget messaging per page?

No, you can't set different chat widget messaging for different pages. The chat widget uses the same messaging everywhere it is placed. You can add it to multiple pages, but the messages you set up will stay the same on all of them.

Can I create multiple chat widgets?

Yes, you can create additional chat widgets by repeating the steps in this guide. In the Website or Funnel settings, you will find a drop-down menu that allows you to select which chat widget you want to use.

Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account.

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