Install the Chat Widget and Get Notified of New Chats

This guide covers putting a widget on a Vendi Today site and making sure your team is alerted when someone writes in.

Install on a Vendi Today website or funnel

1. Go to Sites > Websites or Funnels and open the site.
2. Open its Settings tab.
3. Choose your widget from the Chat Widget list.
4. Save and publish.

For an outside site, open the widget, click Get Code, and paste the snippet before the closing body tag (or in the site's header tracking area).

Prerequisites for text replies

To reply to visitors by SMS you need a purchased phone number and completed text-message registration for your account.

Create a notification workflow

1. Go to Automation > Workflows and create a new workflow.
2. Add the Customer Replied trigger and filter Reply Channel to Chat Widget. Other channels each need their own trigger.
3. Add the Internal Notification action. Choose Email, In-app notification or SMS, and select the team members.
4. Put the {{message.body}} custom value in the notification text so the recipient sees what the visitor wrote.
5. Save and publish the workflow.

Common questions

• Can messages differ by page? Not within one widget; create more than one widget instead.
• Can I have several widgets? Yes; see the article on multiple widgets.

Good to know: Send a test chat from a private browser window right after installing, to confirm both the widget and the alert work.