Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging

  1. In your dashboard, click on the settings gear:
  1. Click on “Widget” next to “Account” and “Business Info”
  1. Your away message will send if your visitor doesn’t see a response within two minutes. This is highly unlikely as our agents almost always answer within moments of engagement.
    To update your away message, click on “Availability.”
  1. Click on “Disclaimer” to display a disclaimer within your widget:
  1. Choose whether or not to show the disclaimer and customize what it says.
  1. Scroll down and click on “Greeting” to update how your widget engages your website visitors:
  1. Customize your greeting to sound like your firm. For example you could say “Hi! Thanks for your interest in [YOUR BUSINESS NAME]. Can I answer any questions for you today?

From this page, you can also adjust the "trigger" time (how long before the widget engages your website visitor).

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our live chat or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

Creating linked playbooks

How To Style Your Chat Widget