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The chat widget’s settings are on Agents → your agent → Channels › Website chat, in the Widget tab. On the left are the settings, in three tabs: Content, Style and Launcher. On the right is a live preview of the chat panel, What visitors see, drawn from your unsaved changes as you type. Saved changes go live on your site without touching the embed snippet. Owners and admins can save changes. The agent’s name, instructions and tools aren’t here. The name is on Settings, and the instructions and tools are on Instructions. See instructions. The phone greeting is on Channels › Phone, and chat doesn’t use it.

The live preview

The preview on the right is the same panel your visitors get.
  • Real replies: when the chat channel is on, the preview talks to your saved agent. These chats are real conversations: they show up in Conversations and count as usage. With chat off, replies in the preview are canned.
  • Saved agent: the look follows your edits as you type, but replies come from the saved agent. After changing the agent’s instructions, save them on Instructions, then ask again.
  • Reset throws away the preview conversation and starts over.
  • Full page opens the chat on its own page in a new tab.
To try the agent from any page, or to talk to it by voice, use Preview at the top of the agent’s pages. See test your agent. When you have unsaved changes, a bar at the bottom says “You have unsaved changes.” with Discard and Save changes. Switching tabs keeps your edits.

Content tab

What the panel says.

Style tab

How the panel looks. Text on an accent-coloured header, and on the launcher, switches between white and near-black automatically so it stays readable on whatever colour you pick.
Keep text at 16px or above if many visitors are on phones. Below 16px, iPhones zoom the page when someone taps the message box.

Launcher tab

The button that opens the chat, and where the panel sits.

Save and publish

Click Save changes. When the look or wording of the widget changed, you’ll see “Saved — live on your site within a minute.” Visitors get the new look on their next page load; there’s nothing to change in the snippet. If the widget is still on its defaults, the page says so under the settings.

Different settings on one page

Everything here applies wherever the widget is installed. To change the side, colour, label, offsets, stacking order, mobile behaviour or auto-open on a single page, override it on the script tag or in window.wiredeskSettings. See widget settings.