How to Customize Your Chat

How to find the Chat Customization/Chat Style option

If you want to customize your chat style, go to your Inbox, find the Setup button on the left menu, and choose the Chat style option. 

General Settings

Here, you will first find the settings for how you want your chat to look like. In the General settings, you can set up: 

• the color of your chat,
• your header logo,
• and the message sound you will hear when there's an incoming message in your Inbox.

Then, you have the option to customize your chat's Header. Set up: 

• The Visitor title is the largest text at the top of the chat when you don't know any information about who is trying to contact you via the chat.
• The Contact title is the largest text at the top of the chat when an already-known customer is trying to contact you via the chat.
• The Description: Under the header text, you can add additional info or a question. 

Then, you can set up the Launcher. You can choose:

• the position of the chat (left or right)
• spacing (in px)
• and the icon for the chat button. 

Once you are ready with everything, click on Save settings. 

Elements in the Chat

You can add 3 types of elements to your chat:

1. Important information
2. Help Center
3. Recommended articles

Important information

The important information is a message you want to stand out when a customer opens the chat. 

For the important information, you have to add: 

1. a title, 
2. a description 
3. action button (optional)
4. button text
5. and button URL. 

Once you are done with adding everything, click on Save settings. 

Help Center

You can add your SAAS First Help Center to your chat as well, where your customers will be able to search for articles right from the chat. Here, there will be a search bar, plus, you can also add 3 additional Help Center articles that are the most frequently visited. 

Recommended articles

The Recommended articles element is a very useful feature in SAAS First's chat. Here, you can display specific articles for your visitors and customers based on the particular trigger points they touch. 

You can set up the maximum number of articles you want displayed in your chat, and the rules by which the articles will be displayed by clicking on the Add new rule button. 

On the left, you will have to select whether you want to display the article to registered users or simple visitors of your business. 

Then, enter the URL you want to add as a trigger for the article to be displayed by. 

On the right. you can select which Help Center article you want to be displayed for the specific triggers. You can select:

• a whole category,
•  a whole section from a category,
• or a specific Help Center article as well. 

Once ready with the rules, click on Save changes, then, click on Save settings on the right.