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:
- From the , open Chat Design.
- Go to the Window tab.
- Click or Add New Window.
- Enter Name and Description.
- 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.
- Change the visual elements of the chat window as desired.
- 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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