Customize live chat widget and window - Zoho SalesIQ

Customize live chat widget and window

Customize your Live Chat Widget

You can now customize the live chat widget and the chat window to match your website's look-and-feel and choose where and how you want them to be displayed to your customers and can connect with them seamlessly.

Choose your widget's type:

Float Widget

The float live chat widget is a handy way to attract your visitor's attention throughout your pages without intruding into their on-page experience as it "floats" along with your visitor's browser, even as they scroll down.

You can pick your desired float widget from various float widgets available in Zoho SalesIQ. 

How do I change the float widget:

  • To choose a different float widget, navigate to Settings > Brands > Your brand > Personalize, select Stickers on the left-hand side menu.
  • Under Float, pick your desired float widget and click Save.



Button Widget

Place the live chat button in any desired location on your page that could get your customers' attention for immediate access to customer support. You can choose a button style from the many designs that SalesIQ provides out of the box.

How do I Choose the button widget:

  • To choose a different float widget, navigate to Settings > Brands > Your brand > Personalize, select Stickers on the left-hand side menu.
  • Under Button, pick your desired float widget and click Save.



Upload your custom sticker:

If you are not satisfied with the widget designs you get out of the box or need a more personalized widget to better match your brand, you can add your custom sticker using the Upload your sticker option.

  • In the Stickers page, click on the Upload your sticker option on the top right corner.


  • You can either drag and drop your sticker or pick a image from your computer.


Note: The sticker must be a square image, the recommended image dimension is a minimum of 50 x 50 pixels, and the maximum size is 1MB.


Change the content displayed in the chat widget:  

Grab users' attention and make them engage with you by adding personalized content in your chat widget. 

Customize Online Message: 

In the Stickers page, scroll down to Chat Widget Message - Online, enter your custom text in the Content and Byline Message, and click Save.




Customize Offline Message: 

In the Stickers page, scroll down to Chat Widget Message - Offline, enter your custom text in the Content and Byline Message, and click Save.




Change Widget position

Position your chat float widget on the bottom right or left corner according to your preference or website design. By default, the widget is positioned on the bottom right corner, but if your website has important content on the right corner, you can place it on the left side. 

  • In the Stickers page, scroll to the Widget position section, choose the side you want to place the chat widget, and click Save.



Customizing the Chat Window Appearance

You can do the following customizations to your chat window:

  • Choose the Appearance of the chat window according to website needs.
  • Hand-pick a color of your choice for the chat window that suits your website.
  • Display your company logo in the chat window.
  • Show the profile picture of the operator while connecting with the visitor on chat.
  • Redesign the window appearance completely with your Custom CSS File.

Where do I Customize the Appearance of the Live Chat Window?

  • In Settings > Brands > Your brand name > Personalize, navigate to Appearance on the left-hand side menu.
  • Now you can pick from one of the themes available. Click Save after you select your predefined theme.



Change the color of the chat window:

The themes will come with the predefined colors out of the box. Sometimes the color might not match your website's image. So you can change the color of the chat window and widget by changing color to match your website.

  • In Settings > Brands > Your brand name > Personalize, navigate to Appearance on the left-hand side menu.
  • Scroll down to Pick A Color For Your Chat Window and choose a color from the list or use the color picker to select your desired color.
  • You can either give the color code or pick a color from the color palette in the color picker.
  • You can have an instant chat window preview on the right side of the screen. The colors you choose will reflect on the window.


Choose the size of your chat window.

  • In Settings > Brands > Your brand name > Personalize, navigate to Appearance on the left-hand side menu.
  • Scroll down to Choose A Size For Your Chat Window. You can choose your chat window size between Small  & Large according to your website needs.

Note: Choosing the chat window size is not applicable to mobile browsers. The size of the chat window on mobiles is based on the screen size.



Is it possible to use a Customized CSS file to change the appearance of the chat window?

Yes, it is possible to change the appearance of the chat window with your Custom CSS file. Refer to our Custom CSS guide and try customizing your chat window. 

  • In Settings > Brands > Your brand name > Personalize, navigate to Appearance on the left-hand side menu.
  • Scroll down to Upload Custom CSS, click the upload button, pick the CSS file from your computer, and click Save.
  • You can we a live preview of your CSS on the preview chat window on the right-hand side.


Customize the name of the Knowledge base

You can change the name of the Knowledge base based on the contents present inside. If you host only articles in the Knowledge base, you rename it to Articles, or if you have answered many visitor questions, you can name it FAQs.

  • In the Appearance page, scroll down to Specify A Name For The Knowledge Base In Visitor Chat Windows, and change the text inside the input field. 
  • You can view the changes live on the preview window.


Categorize articles:

If you wish to display the articles based on the categories assigned to while creating and enabling the visitors to find what they are looking for easily.

  • In the Appearance page, scroll down to Choose How To Display Articles On Your Chat Window section, select Category only, and click Save.


Change the chat window Language:

By default, the chat window uses the language available on your website. You can change the language if you wish to and use a comfortable language. If you have multiple sites for each country, then this option will be more helpful for you.

  • In Settings > Brands > Your brand name > Personalize, navigate to Language/Font on the left-hand side menu.
  • Select a language from the drop-down and click Save.
  • If you do not find the language you are looking for or wish to change it according to your website. Then, choose the Website Language option at the top of the drop-down.


Customize the chat window font:

Like Language, the chat window uses the website font by default. You can change that to match your preference. 

  • In Language/Fonts page, select your desired font under the Chat Window Font section, and click Save.




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