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You’ll find the chat on the agent under Turn on → Chat. The page has four tabs: Install, Appearance, Behaviour, and AI.

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1. Turn the chat on

If the workspace doesn’t have a chat yet, the page shows the Set up chat card with the Set up chat button. Click it, and we create the chat for your website. Then the four tabs appear. If the chat has been created but is switched off, it says The chat is switched off. Click Turn the chat back on.

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2. Install

The Install tab has two things. The line to paste is the code that loads the chat:
Click Copy, and paste the line just before the closing </body> tag on every page. If you’re using a CMS like WordPress, Webflow, or Squarespace, the field is usually under “Custom code” or “Add script”. Websites that may show the chat is the list of your domains, one per line:
The chat only appears on the websites you list here. That stops anyone copying your code and using the chat on their own sites. The Live on your website card at the top shows what’s missing before the chat goes live.

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3. Appearance

Name and greeting
  • Name sits at the top of the chat. For example “Sara from Acme”.
  • Tagline is a short line under the name. Leave it empty to hide it.
Colours and logos
  • Main colour is used for the button and the top of the chat. Pick it with the colour picker, or write the colour code.
  • Light or dark can be Follow the visitor, Light, or Dark. Follow the visitor is usually the right choice.
  • Logo in the header shows at the top of the open chat.
  • Icon on the button shows on the closed chat button.
Both images take PNG, JPG, or WebP, up to 2 MB. The button on the page
  • Button style is Wide button with text or Small round button.
  • Button text only shows on the wide one. Leave it empty, and we use text in the user’s language.
  • Place on the page chooses the corner.
  • Distance from the edge moves the button away from the corner, measured in pixels.
If the button sits on top of something important, for example a cookie banner, increase From the top or bottom until they no longer overlap.
The preview on the right updates every time you change something.

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4. Behaviour

  • Chat on your website turns the chat on and off. If you turn it off, it disappears from your website, but everything you’ve set up stays in place.
  • Chat, voice, or both chooses what people can do when they open the chat.
  • Opening message is the first thing the agent says in the chat. Leave it empty, and the agent uses its own opening message from Turn on → General.
  • Ask for a rating shows a rating from 1 to 5 when the conversation ends.
  • Show a notification dot makes the button look like it has an unread message.
  • First screen is a welcome screen before the chat starts. See First screen.

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5. AI

The chat follows the agent’s guidelines by default. If you want different instructions in chat than on the phone, click Write separate instructions. We start with a copy of the agent’s own, which you can then change. Click Follow the agent again to remove your own instructions.

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6. Test it

Open your website in a new tab. The chat should appear in the corner within a few seconds. Click it, and try a conversation. If you don’t see it:
  • Check that the right domain is under Websites that may show the chat
  • Check that the line sits in <body>, not in <head>
  • Check that you’ve clicked Publish in the agent’s menu
  • Reload the page with Cmd/Ctrl + Shift + R
At the bottom of the page, it says whether your changes are saved. They save on their own.

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Next steps