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Design a Chat Window

The chat window is the interface between a customer and the agent during the chat. You can use the default chat window or create a custom window. To create a custom window, you can create a new form from scratch, or copy the default form and make the desired changes.

To create a custom chat window:

  1. From the Configuration Menu, open Chat Design.
  2. Go to the Window tab.
  3. Click or Add New Window.
  4. Enter Name and Description.
  5. Select Offer the Co-browsing request into the Chat window.
    Notice that Start Co-browsing session appears in the Chat window. For details regarding Co-browsing, see our content on Co-browsing via Chat.
  6. Change the visual elements of the chat window as desired.
  7. Click Save.
    You have defined all the Chat Visual Block (CVB) elements. The next step is to add them in a chat script to complete the workflow.

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