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How do I setup Webchat?

Updated today

A Webchat widget on your business website helps you convert website visitors into leads. To ensure that the Webchat widget is aligned with your business goals, you must customize the different elements.

SETTING UP WEBCHAT

To set up Webchat, follow these steps:

  1. On the Birdeye dashboard, click on ‘Settings.’

  2. Navigate to the 'Inbox' section and click on the ‘Webchat’ option.


NOTE

For a multi-location account, enter the name of the widget and business location while creating a widget. For more information, read the help center article: How do I create location-specific Webchat widgets for my business website?

INSTALL

  • By default, the Webchat widget is enabled. Turn off the toggle to disable the Webchat widget.

  • To refresh the installation status, click on ‘refresh the status.’

  • Use the ‘Installation code’ to embed the Webchat widget on your site.

  • Embed the Google Analytics ‘Tracking ID’ to enable tracking. To learn how to find the tracking ID, read the help center article: How to integrate Google Analytics?

  • Advanced Analytics helps you integrate with Google Tag Manager, Adobe Analytics, and more. For more information, read the help article: How to set up advanced Webchat Analytics within Birdeye?

CHAT BUBBLE

‘Chat Bubble’ allows businesses to customize chat icons to resonate with brand identity.

Follow these steps to customize the ‘Chat Bubble’

  1. Select an option from the ‘Chat icon’, or upload your custom icon.

  2. Choose a color of your choice from the ‘Background Color’ option.

  3. From ‘Icon Color’ choose an option to customize your icon.

  4. Enable ‘Show webchat bubble’ to add a ‘Webchat Bubble’ to your Webchat icon.

  5. In ‘Webchat Bubble Message’ add a customized text.

CHAT WINDOW

To customize an array of elements within the widget window, follow these steps:

  1. Select a ‘Window Size’ from the two options, Small or Large.

  2. Choose a personalized option from the ‘Header Color.’

  3. Select a text color from the ‘Header Text Color.’

  4. Choose a customized color for the button from the ‘Button Color’ option.

  5. Select a button text color from the 'Button Text Color.’

  6. You can add or remove business locations from the ‘Locations’ option.

  7. Click on the 'Enable button' to allow auto-detection of location and show locations nearest to the visitor at the top.

  8. Configure teams the visitors can chat with, from the ‘Enabled Teams’ option.

  9. You can also add/edit the disclaimer displayed on the webchat widget.

CHAT HEADER

To customize the header elements of your Webchat widget, follow these steps:

  1. Use ‘Add a New image’ to add an Avatar for your team. You can add up to three images.

  2. Use the ‘Windows Opens’ option to Configure the duration after which the Webchat widget will pop up.

  3. Add customized header text in the ‘Header’ option.

  4. Add a customized welcome message in the ‘Message’ option.

CHAT FLOW


To enable live chat use the ‘toggle button’. Configure auto-replies based on your business hours whether the live chat is turned on or not. For more information, read the help article: How do I use the auto-reply feature within Webchat?

CHATBOT

Use AI-driven chatbot, Robin, to answer customer queries. The chatbot fetches information from ‘Profile Q&A’ and ‘FAQs’ to answer customer queries. To learn how to configure the FAQs for your business, read the help center article: How do I setup chatbot FAQs within my account?

NOTE

Birdeye also allows you to enable/disable Webchat on review profiles.

IMPORTANT

If you want to set up custom location names in the webchat location dropdown, you can contact the support team.

EMAIL ONLY WEBCHAT

Birdeye has introduced email only Webchat option for businesses. Your customers and prospects can now seamlessly get in touch with you for orders and queries without the need to enter their mobile numbers. Customers can provide their email address through webchat and business owners will receive the information in the Inbox, without any conversation being blocked.

NOTE

Businesses will still retain texting numbers for their locations.

IMPORTANT

To set up email only Webchat feature, businesses need to contact their ‘Account Manager.’

BENEFITS

  • Engage your website visitors

  • Convert your prospects into customers

  • Conveniently respond to customers

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