Live Chat Setup is a four-step flow: Welcome screen, Design, Security, and Configuration. Each step has sensible defaults so a basic widget can go live in minutes.
In this section
- Customize greeting, persona, and opening prompts.
- Theme the widget to match your brand.
- Lock the widget to your domain with a Security Key.
01
What's inside
- 01
Welcome
Greeting copy, suggested prompts, away-message rules.
- 02
Design
Colors, logo, position, dark mode, custom CSS hooks.
- 03
Security
Security Key, domain allow list, geographic restrictions.
- 04
Configuration
Open hours, escalation routing, transcript handling.