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How to Use the All-in-One Chat Widget in Stack

The All-in-One Chat widget in Stack is a powerful tool that combines multiple communication channels—Live Chat, Email, and WhatsApp—into one seamless interface. This integration simplifies management and enhances the experience for your visitors, allowing them to choose their preferred method of communication effortlessly.

Key Benefits​

  • Unified Communication: Manage Live, Email, and WhatsApp chats from a single widget.
  • Consistent Branding: Maintain a unified color scheme across all channels.
  • Customizable Engagement: Personalize the initial welcome message to better engage users.
  • Easy Setup: Select channels based on your active communication options.

Prerequisites​

  • Account Access: Ensure you have permissions to create or edit chat widgets in your Stack account.
  • Active WhatsApp Number (Optional): To include WhatsApp Chat, have an active WhatsApp number configured.

Step-by-Step Setup​

  1. Log in to your Stack account.
  2. In the left-hand navigation menu, go to Sites → Chat Widget.

Create a New Chat Widget​

  1. Choose All-in-One Chat from the list of chat types.
    • Note: If “All-in-One Chat” isn’t visible, ensure your account is up-to-date. You might need to refresh or log back in.

Select Channels​

  • After selecting All-in-One Chat, choose which channels to enable.
  • If you have an active WhatsApp number, enable WhatsApp Chat. Otherwise, only Live Chat and Email Chat will be available.

Customize Widget Settings​

  • General Settings:

    • Name your widget for easy identification (e.g., “Main Website Widget”).
    • Match the widget color to your brand.

  • Channel Settings:

    • Live Chat: Set your display name, greeting message, and offline behavior.
    • Email Chat: Customize messages and form fields to welcome users.
    • WhatsApp: If enabled, confirm your WhatsApp number and set the default greeting message.

  • Initial Message:

    • Customize the message that appears when visitors open the widget (e.g., “Hello! How can we help you today?”).

Save and Preview​

  • Click Save to store your changes.
  • Preview the widget on your website to ensure each channel functions as expected.

Using the All-in-One Chat Widget​

  • Switching Channels: Visitors can switch between Live, Email, or WhatsApp Chat using the Back button in the chat header.
  • Active Conversations: Chats remain active until manually ended or closed due to inactivity based on timeout settings.
  • Contact Form Fields: For Email and WhatsApp, standard contact form fields (e.g., “Message”) capture user information.

Frequently Asked Questions​

  • What if I don’t have a WhatsApp number?

    • You can still use the widget with Live and Email Chat. WhatsApp Chat will remain hidden until a valid number is added.

  • Can I customize the color for each channel?

    • The widget applies a unified color scheme across all channels for consistent branding.

  • Do I need separate permissions to set this up?

    • Typically, users with access to Sites → Chat Widget can create and configure widgets. If you don’t see the option, contact your admin.

  • How do I end a Live Chat session?

    • Sessions can be ended from the Conversations panel or will automatically close after the specified inactivity timeout.

Troubleshooting​

  • Widget Not Showing Up:

    • Ensure the widget code is correctly embedded on your website. Find this code under Sites → Chat Widget → Install Code.

  • WhatsApp Not Available:

    • Confirm you have an active WhatsApp number. Double-check your WhatsApp integration settings if it’s still not visible.

  • Email Not Sending:

    • Verify your email address is set up correctly and verified in your account settings.