Once you’ve created your AI Growth Widget, you can return at any time to update its settings, refine how it appears on your website, and adjust how visitors interact with it.

This article explains how to manage your widget across the four available tabs:

• Branding
• Basic settings
• Engagement
• Channels

Access your AI Growth Widget settings

To manage your widget:

1. Go to Channels by clicking the icon on the left navigation bar
2. Click “AI Growth Widget” on the left-sided panel
3. You will be redirected to the AI Growth Widget settings page.

You’ll be able to switch between tabs and update your configuration at any time. Changes are saved automatically and reflected in the preview.

Branding

The Branding tab controls how your widget looks and how your business is presented to visitors.

Use this tab to configure your visual identity and default messaging.

Available settings

• Company logo: Upload a logo to represent your brand. This logo appears on the widget’s welcome screen and as the responder avatar in conversations.
• Primary color: Set the main color used for the widget button and primary actions.
• Secondary color: Define the color used for message bubbles in the chat interface.
• Live chat display name: Enter the name shown as the widget title. This is typically your company or product name.
• Sender display name: Define the name shown as the message sender in chat.
• Welcome message: Set the default message shown when a visitor starts a conversation on pages without a configured pop-up message.

These settings directly impact how your widget appears and how visitors perceive your brand during conversations.  

Basic settings

The “Basic settings” tab controls how your widget behaves and how it is presented to visitors. In this tab, you can configure the widget display mode and language settings.

Widget display mode

Under Widget display mode, choose how the widget appears on your website.

You can select between:

• Navigator widget: A center-bottom chat bar designed for guided engagement, with a focused chat experience and integrated sidebar
• Support widget: A corner chat icon that provides a familiar, non-intrusive support experience

For a detailed explanation of each display mode and their use cases, refer to Creating your AI Growth Widget. 

Widget position

Under “Widget position”, choose which edge the chat icon docks to, and how far from that edge.

Please note that Side and bottom offsets only apply to the web widget. On mobile, only the side, either left or right, can be changed.

You can configure the following settings:

• Side: Choose whether the widget appears on the Right or Left side of your website.
  • Right: The widget appears on the right side. This is the default option.
  • Left: The widget appears on the opposite edge.
• Side offset: Set the distance between the widget and the selected side edge. This setting is web only.
• Bottom offset: Set the distance between the widget and the bottom edge. This setting is web only.

When to show

Under “When to show”, choose when visitors see the widget on your website.

You can select one of the following options:

• Show automatically: The chat launcher appears on every page as soon as the widget loads.
• Show on trigger: Keeps the widget hidden until your own button calls the JavaScript API.

When Show on trigger is selected, use the JavaScript API shown in the setup panel to open or hide the widget from your website.

Use this option when you want to control when the widget appears, such as after a visitor clicks a custom button or completes a specific action on your website.

Language settings

Under Language settings, define the languages supported by your widget.

• Primary language: The default language used when a visitor’s browser language is not supported
• Additional languages: Add more languages to provide a localized experience for visitors
   

Visitors will see the widget in a supported language that matches their browser settings. If no match is found, the primary language is used.

Engagement

The Engagement tab controls how your widget proactively starts conversations with visitors.

Pop-up message

Under Pop-up message, you can create a default message that appears on your website to greet visitors and encourage them to start a conversation.

You can configure:

• Message name for internal reference
• Message content of up to 500 characters
• Display timing to control how many seconds to wait before showing the message

This message is used as the general pop-up shown across your website.

Page-specific pop-up message

Under Page-specific pop-up message, you can create tailored messages for selected pages on your website.

This is useful when you want to match the message to the page context. For example, you may want to show different messages on product pages, pricing pages, or landing pages.

When a page-specific pop-up message is configured, visitors on that page will see that message instead of the general pop-up message.
 

To add a Page-specific pop-up message:

1. Click “Add pop-up message” under the “Page-specfic pop-up message” section
2. A pop-up modal will appear
   
3. To set the message content, navigate to the “Content” tab to set the following items:
   1. Message title: The pop-up message title that will only be displayed internally for your teammates to recognize this pop-up message
   2. Message: Type the text you want to display. You can enter up to 70 characters.
      1. For example: Need help choosing a plan? Chat with us now!
          
4. To set conditions for when to show the pop-up message, navigate to the “Conditions” tab:
   
   1. Conditions define when and where your pop-up messages will appear. You must set at least 1 condition and can add up to 5 conditions per message. The pop-up will only display if the visitor meets all selected conditions.
   2. You can follow the steps below to set conditions:
      1. After entering your pop-up message content, go to the Conditions tab.
      2. Choose how you want the rule to work from the dropdown:
         1. Show when URL contains
         2. Show when URL contains exactly
         3. Hide when URL contains
         4. Hide when URL contains exactly
      3. Enter the matching criteria (For example https://catparadise.com/adoption).
      4. (Optional) Add additional conditions by clicking “+ Add condition”.
         1. Example: Show when URL contains /adoption AND after 10 seconds on the page.
      5. Set the time delay if needed: enter how many seconds after the condition is met before the pop-up should appear.
         
      6. Click “Save as draft” if you want to keep editing later, or “Save and publish” to activate the message.

Channels

The Channels tab controls how visitors can contact your business through the widget.

Collect customer data

Turn on Collect customer data to require visitors to enter their contact information before starting a conversation.

Once it’s turned on, you can choose which details to require:

• Phone number is required
• Email address is required

Visitors must enter the selected contact details before they can continue in the widget.

If both options are selected, visitors must provide both a phone number and an email address before starting the conversation.

Learn more about how contact form works in AI Growth Widget in our Help Center article on Collecting contact form with AI Growth Widget.

You can also configure the consent disclaimer shown below the contact form submit button:

• Consent disclaimer: Shows a consent disclaimer below the contact form submit button.
• Consent disclaimer text: Enter the consent text you want to show to visitors. This field supports multiple lines and has a limit of 500 characters.
• Reset to default: Restores the default consent disclaimer text. This will only show when you have edited the default disclaimer content

Use the consent disclaimer to explain how your business may use the contact information visitors submit through the widget.

Live chat channel

If you have chosen Support widget as the Widget display mode, you can control whether visitors can chat with you directly in the widget by turning Live Chat on or off.

When Live Chat is enabled, visitors can start a conversation with your business directly in the widget on your website.

Use this setting when you want to make live chat available as one of the communication options in the AI Growth Widget.

External messaging channels

External messaging channels allow visitors to continue the conversation through other platforms instead of staying in the widget.

Only channels that are already connected in your workspace can be enabled.

For each channel, you can:

• Select a connected account (where applicable)
• Toggle the channel on or off

When enabled, these channels appear as alternative contact options in the widget. 

Using Phone call as an external channel
 

You can also add a direct phone line to your widget, so visitors can contact your sales or support team with a single click.

Under Phone call, configure the following:

• Display name: The label shown to visitors (for example, Call us or Sales hotline)
• Phone number: The full phone number in international format (for example, +1 234 567 890)

How it works for visitors:

• On mobile: Tapping the phone option opens the device’s native dialer with the phone number pre-filled
• On desktop: Clicking the phone option may open a calling app such as FaceTime or let visitors view the number and dial it manually

When enabled, the Phone call channel appears alongside your other external messaging channels in the Reach us section of the widget.

Copy and install your AI Growth Widget snippet

After configuring your AI Growth Widget, copy and install the widget snippet on your website. This allows the widget to appear to visitors on your live website.

To copy your widget snippet:

1. Go to the “AI Growth Widget settings” page.
2. Click “Install widget to website” at the top right corner of the page.
3. In the guidance pop-up, review the installation instructions.
   
4. Click “Copy code snippet” to copy the widget snippet.

To install the widget on your website:

1. Paste the copied code snippet into your website’s HTML before the closing </body> tag.
2. Save and publish your website changes.
3. Open your website and refresh the page to check that the widget appears correctly.

If your website is managed by a developer or external agency, share the copied code snippet with them. Ask them to add it before the closing </body> tag.

Next steps

After installing or updating your widget snippet, you can:

• Review your widget using the live preview to check how it looks and behaves
• Test the experience on your website to confirm the updated settings are working as expected
• Continue optimizing your engagement and channel settings based on your business needs

You can return to the “AI Growth Widget settings” page at any time to update your configuration.