Editing the widget on your personal profile page

By Shane Wall

Last Update 1 个月前

Every tawk.to account automatically generates a Personal Profile page. It's a place on the internet for you to communicate with anyone you share the link with.

A great idea is to include the link to your profile page in your email signature and business cards, so customers can start a chat with you directly. The page will already have a chat widget installed and is set up so you can easily make a bio and share a little about yourself.

To make any changes to how the widget behaves on your Personal Profile page, make your way over to your Profile Icon in the top right-hand corner of the Dashboard and click the image. This will open a menu with options for changing how you experience the Dashboard and how your interactions with others will appear to them. To change your settings click the Edit Profile option form the menu.

This will open up your My Profile page, giving you options for changing not only your personal settings but also manage your Aliases, Global Shortcuts and more. Clicking the Profile widget option under the Profile section will allow you to make changes to how the widget behaves on your Profile Page.

Widget Content

To make visual changes to the appearance of the widget and manage the greetings, click Edit Content under the Widget Content heading.

This will open a new window that allows complete customization of all the content displayed as part of your chat widget, including changing the language. The chat widget on the right side of the screen shows how the widget will appear to visitors if you save the changes you've made while editing the widget content.

When a visitor interacts with the chat widget on your site it can be in one of three states. You can customize the content for each of theses and also the Pre chat Form.

When Online

This is what the visitor will see if they click on the chat widget when it's Online and you're ready to answer chats. On the right side of the screen in the Content Editor, there are three small pencil icons.

Each of these sections can be rewritten and customized to your liking, just click on the text you want to replace or the pencil symbol at the end of the text to start editing.

When Away

Having your widget in Away mode let your visitors know you may not be available to respond to their query. There are two customizable fields that can be changed, both indicated by the small pencil icon.

Click the pencil symbol to make changes to the text displayed here.

When Offline

When the chat widget is in Offline mode it will act as a form and ask visitors for contact information so you can get back to them at a suitable time. The content at the top of the widget can be customized just as it can in Online and Away modes by clicking the pencil icons.

You can also make changes to the information requested of the visitor by adding or removing text boxes. Each of them has a customizable name and an asterisk above the text box. If the asterisk is red, the field below is considered mandatory and the visitor can not leave a message for you without filling it out. If the asterisk is gray the field is optional.

To add more fields to the Offline form, click the blue links on the left-hand side. If you need to remove a field, just click on the trash can icon above the text box.

Pre chat Form

The Pre chat Form is optional and you'll see as soon as you select this option there is a switch to enable or disable the form.

Pre chat Forms are used to gather more information from visitors before allowing them to enter the chat. They can also be handy to help qualify your visitors, just be aware that enabling a Pre chat Form is likely to decrease the number of chats you receive.

Just like the Offline form, the Pre chat Form can be customized in multiple ways. You can edit the text at the top of the chat window and also add customizable fields for visitors to fill out before they enter a chat.

Any information entered in the Pre chat Form will be displayed at the top of the chat once you answer so you can get a bit of insight into who the person is as soon as you jump into a conversation.

Scheduler

The Scheduler will automatically switch your widget to offline according to your schedule so you never have to worry about forgetting to log out of your account. If you're not online when your widget is scheduled to be online, the widget will instead stay offline.

To set your schedule, click the Advanced button on the Profile Widget page to open the Widget Scheduler window.

If your scheduler is off, you'll be prompted to enable it before you can continue, if you're just experimenting don't worry as you changes won't be applied until you click the green Save button within the schedular itself.

Once you've opened the Widget Scheduler window, check you have the correct time zone and switch on any days you want the chat widget to be online by toggling the switch under each day.

Once a day is activated, you'll see a line representing the 24 hours of the day made up of gray and green sections. Gray areas on the timeline mean the widget will be set to offline mode, during the green sections the chat widget will be online.

If you need to break the day up into multiple sections to take a break you can add another timeline for the same day by clicking the blue + Add New button. If you're in a chat while the time changes to a time scheduled to be turned off, you'll still be able to continue the conversation.

You'll need to save the changes you've made and switch the Enable Scheduler button on before any of the changes you've made will take effect.

Consent Form

Online privacy is an important issue and in certain places around the world, the laws are very different. The Consent Form gives you an option to advise visitors of their rights and offer them a chance to consent before entering a chat.

To customize the Consent Form, click the Edit Content button on the Profile Widget page.

This will open a new window and give you access to the Widget Consent Form where you can customize the content of the form.

To enable the Consent Form the Require consent form option must be switched from None to either Everyone or Only for visitors from EU. Visitors that meet the criteria will now be shown a multiple-choice option before entering a chat.

You can include a short message to explain the decision with the Consent message text, include a link to your privacy policy by filling out the Privacy policy link and Privacy Policy Text and customize the yes/no buttons by changing the Opt-In Button and Opt-Out Button text.

Widget Behavior

You can manage how the widget acts on your Personal Profile page by making changes to the Widget Behavior section on the Profile Widget page.

Notification Settings

Hide estimated wait time allows you to either share or hide a wait time based on your previous chat answering times with visitors in chat. This can be handy for setting expectations in peak times if you're answering all by yourself.

Disable sound notification controls all audio the visitor will hear when chatting with you. If you prefer for the widget to be completely silent for your visitors, enable this option, if you want them to hear all the beeps and boops leave this option switched off.

Disable message preview allows you to get a sneak peek at what the visitor is writing before they send the message. Seeing what a visitor is writing as they type can make it easier to respond.

Disable agent typing notification shows the visitor that you're responding to them before the message is sent. It's can be nice to know when someone is actively writing a response, especially with long, complicated answers.

Disable visitor typing function works just like the agent typing notification but form the other side. If you prefer to have a visual cue that your visitor is responding before they send the message, be sure to leave this option off.

Disable browser tab notification will stop alerts showing up in the page title of your browser. Leaving this option on will allow for chat notifications to be displayed in the text at the top of each tab in a browser.

Visibility Settings

Hide widget when offline will make the chat widget invisible when you're not online and ready to accept chats.

Hide widget on load will make the chat widget invisible when a visitor navigates to your page. This is really only useful if you're just using the page as a bio and don't want to chat.

Hide widget on mobile changes the widget to only be accessible to visitors if they are viewing your page via a desktop browser. If you prefer to hide the chat widget from mobile visitors you can do so by enabling this option, although be aware, this is likely to decrease the number of incoming chats.

Feature Settings

Disable emoji selection will stop your visitors from being able to insert an emoji from the list of available options next to the text input area of the chat.

Disable file upload stops visitors from being able to upload and send files through the chat widget. Sending files via chat can be handy but if you tend to receive unwelcome files from your visitors, this option can put a stop to it.

Disable chat rating removes the built-in rating system, hiding the small thumbs up/down icon in the chat window. If you'd rather not allow visitors to leave a rating while chatting with agents you can disable the feature here.

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