Create a widget
- Go to Settings > Website chat.
- Click New widget. You can also click New widget on Website > Widgets, which lists every widget in your workspace.
- Give the widget a name. You can create more than one widget if you want a different look or behaviour on different sites.
Every conversation a visitor starts lands in your workspace's Inbox, alongside your other channels, so anyone in your workspace can reply.
Set it up
The widget editor has six tabs. Each one has a short line at the top with a Learn more link to the article that covers it in detail.
Appearance. Colour, position on the page (bottom left or bottom right), the launcher's screen reader label, and the avatar shown in the chat window: none, your workspace logo, or up to four teammates' photos. See "Change how the chat widget looks".
Greeting and hours. The greeting title and text shown when the panel opens, a reply time line, and business hours. See "Business hours and the away message" for what business hours control.
Behaviour. Whether to ask visitors for their details, and when. Routing rules that decide who is notified about a new chat. Whether a sound plays for a new message, and whether visitors can email themselves a copy of the conversation. Consent settings and your privacy policy link. See "How the chat widget behaves (Behaviour tab)".
Messages. Proactive messages that greet visitors on the pages you choose. See "Greet visitors with proactive messages".
Sites. The list of domains the widget is allowed to run on. This is required, and there is no wildcard: list each domain in full, one per line, for example https://yoursite.com.
Embed. The install snippet, once the widget has been saved.
Add your site
On the Sites tab, add every domain the widget should appear on, one per line, for example:
https://yoursite.com
https://www.yoursite.com
The widget will not run on any site that is not on this list, so add both the plain domain and the www. version if your site answers to both.
Install the snippet
Once the widget is saved, open the Embed tab. Paste the snippet into your site, just before the closing </body> tag:
<script src="https://app.kloviscrm.com/embed/chat.js" data-klovis-chat="cw_xxxxxxxxxxxxxxxxxxxxxxxx" data-klovis-api="https://go.kloviscrm.com" async></script>
Your own snippet carries your widget's real token in data-klovis-chat. Use the Copy button next to the snippet so you always copy the exact version, including your token.
The snippet loads a small script that decides whether to show the chat button, so it does not slow your page down. It only runs on the domains you listed on the Sites tab.
Open the chat straight away with a link
A link that ends in ?klovis_chat=open opens the chat panel as soon as the page loads, for example https://yoursite.com/pricing?klovis_chat=open. This is useful in an email or a button on your own site that should jump straight into a conversation.
What a visitor sees
When a visitor opens the chat, they land on a home screen first, not directly in a message thread. The home screen shows your greeting, whether you are online, a Start conversation button, help articles if you have published any (see "Write help articles for your visitors"), and a list of the visitor's earlier conversations with you, if they have any. Starting a new conversation, or opening an old one, takes them into the message thread.