Getting Started with Chat Widget

Chat Widget is one of ways to convert visitors to potential leads. Chat Widget helps you to enhance customer experience to provide immediate support when and where customers need it.

What are Chat Widgets?

The Adaptive AI Chat Widget is an embeddable messenger that lets website visitors start real-time conversations with your team through Web Chat (labeled as Live Chat in setup), Email/SMS, Facebook, Instagram, Voice AI, or WhatsApp—all routed directly into your Adaptive AI inbox.

Key Benefits of Chat Widgets

Chat widgets provide a range of benefits, especially for businesses looking to enhance customer engagement, improve support efficiency, and drive conversions. Here are some of the key advantages:

• Users get instant answers to their questions, reducing wait times and improving the overall customer experience
• Faster Issues can be resolved immediately, enhancing customer satisfaction and loyalty.
• Proactively engage users based on behavior, such as spending a long time on a product page
• By handling multiple conversations at once, chat widgets improve support efficiency

Chat Type Options

Chat Widgets are provided in multiple options:

1. 1All-In-One Chat The All-In-One Chat widget combines multiple channels—Live Chat, Email/SMS, WhatsApp, Facebook, Instagram, and Voice AI—into a single chat experience. Within the Style tab’s Chat Type multi-select to choose which of these connected channels appear in the widget.
2. 2Email and SMS Chat This chat will collect the visitor’s information so that you can respond to them via SMS or email later. It is great for small teams that are not staffed 24x7 [ What is Adaptive AI Email and What is Adaptive AI Phone ]
3. 3Live Chat Live Chat (Web Chat) is a real-time, two-way conversation within the chat widget that routes website visitor messages directly into Conversations. This option is labeled as “Live Chat” during setup but refers to the Web Chat channel used for website messaging. It is ideal for teams with 24x7 coverage.
4. 4Facebook Chat Facebook Chat allows visitors to start a Messenger conversation with your connected Facebook Page directly from your website. Great for brands that get a lot of leads and DMs through Facebook. Click here to learn more about the Facebook Chat Widget.
5. 5Instagram Chat Instagram Chat lets website visitors start an Instagram DM thread with your connected Instagram Business account. After the first message, the conversation lives in Instagram and Adaptive AI. This is ideal if most of your audience engages with you on Instagram. Click here to learn more about the Instagram Chat Widget.
6. 6WhatsApp Chat A WhatsApp integrated 2 way conversation on chat widget. The user needs a WhatsApp approved number. It is also great for small teams that are not staffed 24x7
7. 7Voice AI Chat Voice AI Chat is a voice-first chat type that lets visitors talk to an AI agent through their browser. It’s designed for 24×7, human-like voice conversations that can capture, qualify, and route leads automatically. This is great for businesses that want “phone call” style interactions without needing a live receptionist or call center. Click here to learn more about the Voice AI Chat Widget.

Using Conversation AI Within a Chat Widget

Use Conversational AI directly inside the chat widget to greet visitors and deliver instant answers around the clock, so every inquiry receives a response even when your team is away.

For setup and advanced options, see Conversational AI Bot Explained.

How To Install Chat Widgets

Step 1: Navigate to Chat Widgets

Go to Sites > Chat Widget

Step 2: Create New Widget

Click on the New button to start the chat widget.

Step 3: Select Chat Type

Chat Widget types include: All-In-One Chat, SMS/Email Chat, Live Chat (Web Chat), Facebook Chat, Instagram Chat, WhatsApp Chat, and Voice AI.

Step 4: Customize the Widget

Once you select the chat widget type, there will 3 pages (4 if the chat type supports AI) to customize the chat widget before it is deployed:

• User selects the themes, icons and welcome messages. User can also select the avatar and placement of chat widget. User can configure different sizes of chat widget. Customize the widget theme, icons, welcome messages, avatar, placement, and dimensions. Under Widget Placement, choose Sticky or Embedded / Inline. Embedded / Inline placement is available across all supported Chat Widget types.
• Choose the voice agent you would like custoemrs to speak to. You can also set the agents name and description here. Please note that this page will only show up in chat types that support AI.

Step 5: Install the Chat Widget

Once the Chat widget is configured, the user can copy the code for landing page or Google tag manager and add it in Wordpress. User can go to Funnels, Websites, Blogs to select the chat widget type to directly get added

Some registration flows check whether the Adaptive AI chat widget is live on your website before submission. Make sure the widget is installed and visible on your site if your registration flow includes a compliance review step.

Frequently Asked Questions

Q: Can I customize my chat widget messaging per page?

The current configuration of the webchat widget does not allow for dynamic messaging. Although the widget can be used on multiple pages, the messaging will remain consistent with the initial setup.

Q: Can I create multiple chat widgets in a sub-account?

Yes. To learn more on how to add multiple chat widgets, see: How to Add Multiple Chat Widgets to the Same Website

Q: What is the difference between Web Chat and Live Chat in Adaptive AI?

Web Chat refers to website-based real-time messaging that routes into Conversations. During setup, this option is labeled as “Live Chat,” but it configures the Web Chat channel used for website messaging.

Q: Will changing the chat type affect existing conversations?

No. Updating or configuring chat types does not impact existing conversations. All messages continue to route into Conversations based on the selected channel.