Unified Chat - Website live chat settings explained

This document will help you fully set up your website live chat. It explains how to create and use the additional settings for a desired website inbox.

Compatibility and requirements

The web dashboard and the live chat widget work with most modern web browsers. Supported versions:

  • Mozilla Firefox: v52 onwards
  • Google Chrome: v57 onwards
  • Chromium: v57 onwards
  • Apple Safari: v14.1 onwards
  • Microsoft Edge: v16 onwards

Supported mobile OS versions for the Unified Chat mobile app:

  • Android: v5.0 onwards
  • iOS: v11.0 onwards

How to create a website channel on Unified Chat?

Step 1. Go to the Inboxes page → Settings → Inboxes → "Add Inbox" button.

Add Inbox Button

Step 2. Click on the "Website" icon.

Choose Website Inbox

Step 3. Enter your website name, URL, and other details:

Website Channel Settings
  1. Website name – e.g., Example Inc.
  2. Website domain – e.g., www.example.com
  3. Widget color – choose a color for your widget.
  4. Welcome heading – greeting text, e.g., Hello there 👋
  5. Welcome tagline – e.g., “We are here to help you...”
  6. Enable/disable channel greeting
  7. Channel greeting message – e.g., Hi. How can we help you?

Click “Create Inbox”.

Step 4. Add agents to your website inbox. Even administrators must add themselves to see the inbox.

Adding Agents

Step 5. Copy and paste the code snippet into your website root file.

Website Inbox Ready

Step 6. Update agents and settings anytime from Settings → Inboxes.

Website Settings

Complete the website inbox setup

Once created, you can configure additional settings:

Settings tab

Updating Website Settings More Website Settings

Configure notifications, enable email collect, and CSAT survey. Save with Update.

Collaborators tab

Collaborators Tab

Add or remove agents. Enable/disable auto-assignment of new conversations.

Business Hours tab

Business Hours Business Hour Settings

Set working hours, timezone, and out-of-office messages. Save with Update Business Hour Setting.

Pre Chat Form tab

Pre Chat Form

Collect customer info before starting chat (Name, Email, Phone, or custom fields).

Configuration tab

Configuration Tab

Copy the code snippet and paste it into your website root file.

Widget Builder tab

Widget Builder

Customize your chat widget and preview changes live.

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