How to install the chat widget on a website
You can receive all messages from your website or social networks right inside WorkZeal through the external chat.
Instructions
How to install the chat widget on a website to communicate with website visitors
Go to Settings - External chat - Website widget
General
Click the Add button
Enter any button name. You can create several widgets for each of your websites, so the name will help you tell which chat is installed on a specific website.
Click the chat form to expand the widget's appearance on your website. Here you can write a greeting, a short text and the first phrase that will welcome your client
at the second step, you can copy the code and paste it into your website.
All other changes you make to the widget settings in the future will automatically take effect on your website too.
Tip
Be sure to save the settings
Lead generation
1. When a new request arrives in the chat, the CRM can offer to create a new company if the client was not found in the database.
To do this, turn on the "Offer to create a new company with type" toggle.
2. In the next field, select which source will be assigned to the client, for example ChatWorkZeal.
2. Select the type of task that will be created automatically when the chat ends. Also specify the task Goal; the Result will be filled in automatically with the conversation history.
3.To have the client receive the conversation history by email when the chat ends, turn on the "Send an email with the message history" toggle.
Save the settings.
Tip
Be sure to save the settings
Working hours
In the working hours settings, specify the time period for each day of the week when you and your colleagues are available to chat. For days off, switch the toggle to the inactive position.
Save the settings.
Tip
Be sure to save the settings
Auto-reply
In the Auto-reply section, at the first step, edit the message that a client who contacts the chat outside working hours will see.
At the next step, create the template of the email the client will receive if they send a request to the offline chat.
Turn on the Assign a task with type toggle to assign a task automatically, and select its type and the responsible person.
Tip
Be sure to save the settings
Other channels
The widget is not the only source of requests: messages from social networks and messengers arrive in the same chat. Each channel is connected separately; the instructions are collected in the Social networks and messengers section:
How to handle requests from all channels is described on the External chat page, and ready-made replies are in Response templates.