🎖️How to Install a Live Chat for Your Website

Find our practical guide for integrating a live chat on your website.

Step 1: Access the Site Section

Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left menu, go to the sites page by clicking on "Sites."

Step 2: Navigate to the "Chat Widget" Tab

On this page, find the "Chat Widget" tab. Click on it to open the section where all web chats are displayed.

Step 3: Install a Live Chat

1. Create a New Chat Widget: At the top right of the page, click the "+ New" button to start creating a new chat widget.
2. Select "Live Chat": Choose “Live Chat.”

Step 4: Customize and Configure the Live Chat

From there, you can customize various aspects of your live chat:

1. Appearance: Choose colors, icons, and styles that match your branding.
2. Messages: Configure welcome messages, automated responses, and other relevant messages, as well as the language in which they should be set.
3. Name Definition: Enable the option to customize the text or name displayed on the chat.
4. URL Definition: If the chat should redirect to a specific URL, make sure to enter the appropriate URL in the widget settings. This could be your website's URL or a specific landing page.

Step 5: Preview and Test

• Preview and Test the Chat: To ensure everything is working correctly, you can test the live chat by triggering it on your site and sending test messages.

Step 6: Save

1. Save Your Configuration: Once you’ve configured your live chat to your preferences, be sure to save all changes.
2. Finalize Setup: When you are satisfied with the setup, close the configuration window, and the live chat should be operational on your site.