| Note |
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| icon | false |
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| title | Before You Begin |
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| To configure a chat Web Widget: Ensure that the Inbound Chat message field of the services to which you want to route a chat (that is, chat services) contains a message template. Ensure that the Chat Routing Token field of the chat services contains a value that indicates a routing token/department to which you want to route a chat (for example, Banking, Billing, Collections, or Support). - Ensure that the chat channel is enabled for the agents who are assigned to the chat services.
To configure a KB widget: Ensure that the KB portals that you want to make available for your customers are published and that the articles on the portals are public. To configure a ticketing widget: Ensure that the ticket forms that you want to make available for your customers are published. |
To configure a Web Widget: - In the Web Widget window, click Add a New Web Widget.
The Web Widget Detail window appears. On the General tab, specify values in the following fields. | Field | Description |
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| Name | A name to identify the widget on the LiveVox Portalplatform. | | Description | The description of the widget. | | Header | The title of the widget as it appears on your website. | | Style | The style of the widget (that is, badge, bar, or button) as it appears on your website. | | Badge | The icon for the badge style. This field appears when the value in the Style field is Badge. The field contains a list of industry-standard icons. You can select an icon to represent the web widget on your website. This enables you to customize how customers see the web widget on your website. | Info |
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Customers see the badge when the web widget is minimized. |
| | Color | The color of the widget as it appears on your website. |
| Tip |
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| - A dynamic preview of the widget appears in the Preview section of the window.
- You can preview the style of the widget (that is, badge, bar, or button) by minimizing the current preview in the Preview section (that is, by clicking the Minimize icon
 ). - If you want to only create a Web Widget (that is, if you want to configure the Web Widget later), click Save. If you want to also configure the Web Widget, as required, perform all or any of the following steps.
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If you want to configure the chat function for the widget (including configuring a proactive chat Web Widget), click the Chat tab, and then specify values in the fields/sections. | Info |
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| For information about the fields, see Chat Widget Fields in the Product Documentation. | - You can preview an active chat Web Widget (that is, the chat Web Widget during the specified business hours) by selecting the Online checkbox in the Preview section.
- You can preview an inactive chat Web Widget (that is, the chat Web Widget outside the specified business hours) by clearing the Online checkbox in the Preview section.
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If you want to configure the KB function for the widget, click the Knowledge Base tab, and then specify values in the fields. | Info |
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icon | false- For information about the fields, see KB Widget Fields in the Product Documentation.
| If you want to configure the ticketing function for the widget, click the Ticketing tab, and then specify values in the fields. | Info |
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icon | falseFor information about the fields, see Ticketing Widget Fields in the Product Documentation. | - Click Save.
The Web Widget is created, and it appears in the Web Widget window. The widget displays three icons that represent chat, KB, and ticketing; a selected icon indicates that the corresponding function is enabled for the widget.
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