Quick Start Guide

Where to start? This quick start guide is meant to get you up and running with a basic unified widget with Social Channels and Live Chat integrations.

Please note that ConverseIQ comes with the ability to create additional workspaces

Workspaces act as separate "virtual spaces" where you can manage different clients, integrations, settings, and customisations independently. This segregation ensures that each client's data and configurations remain isolated, providing a tailored experience without interference from other projects.

If you intend using additional workspaces you would need to follow the steps below for each workspace

Step 1: Configure the Default Widget

Set up your default widget which is shown on your dashboard to control what is shown on your website.

Name your Widget
Set your Domain

Go to - Default Widget

Further reading on Widgets

Step 2: Add Channels to the Widget

Integrate key communication channels like:

Live Chat
Social Pages
Customise Icons

Go to - Add Channels

Further reading on Channels

Step 3: Configure & Customise the Unified Widget

Tailor your widget’s layout, behaviour and branding:

Channels
Logo
Widget Dimensions
Theme colour
Tabs
Text Topography
Launcher button settings
Preview Widget

Go to settings and then select Unified Widget under the Widget Configuration Section

Go to - Settings

Further reading on Unified Widget

Step 4: Customise Widget "Powered By" Branding

Make the widget match your brand:

Brand Name
Website
"Powered by" Label

Go to - Widget "Powered by"

Step 5: Configure Email Settings

Set up your outbound and support email settings:

Use your email
Configure SMTP
Set "from email" and "from name"
enter your mail server host, port and security
Set your email server username and password

Go to - Configure External Email

Step 6: Create and Configure Your Chatflow

Build automated conversation flows:

Create New Chat Flow
Add Live Chat Integration
Build your Chat Flow

Go to - Create Chat Flows

Further reading on Chat Flows

You're Ready to Go!

Once these steps are complete, your unified widget will be fully functional and tailored to your brand and customer needs. Just simply copy the Widget Script Code and past it into your website code. Please refer to the following article on how to install a widget on your website: Widget Install