Introduction

In this comprehensive guide, Madison from YouTube demonstrates step-by-step instructions on how to embed a web chat widget onto any webpage.

This process allows users to integrate interactive chat functionalities seamlessly, enabling engagement, automation, and data collection across various platforms.

The tutorial emphasizes flexibility, customization, and triggering specific flows based on user interactions or page loads, making it a valuable resource for developers and marketers alike.

Detailed Breakdown of Embedding and Customization

1. Preparation: Listing Your Domain

Before embedding the chat widget, domain verification is essential to ensure security and proper functioning.

• Access the UChat Dashboard:

  • Navigate to your UChat workspace.

  • Locate the Web Chat Widget section within the Content Settings.

• Add Your Domain:

  • Enter your website's domain (e.g., example.com).

  • Note: Only one domain per Omi Channel is supported for each workspace.

• Important:

  • The domain must be verified before embedding.

  • This step prevents unauthorized use and ensures proper data flow.

2. Installing the Embed Script

The core of embedding involves adding a script to your webpage.

• Example:

  • In Webflow or similar platforms, add the script before the closing </body> tag.

  • Ensure the script is placed correctly to load after the page content.

3. Matching the Embed ID with Page Elements

The embed ID is crucial for targeting specific elements on your page.

• Rename the Embed ID:

  • For clarity, you can change it (e.g., youChat).

• Replace Target Element:

  • Assign the same ID to the HTML element you want to replace with the chat.

  • Example:

    <div id="youChat"></div>

• Ensure Consistency:

  • The ID in your script must match the element's ID.

  • This guarantees the chat replaces the intended section.

4. Customizing the Chat Appearance

You can modify the look and feel of the embedded chat:

• Display Header:

  • Show or hide the chat header.

• Set Height:

  • Adjust the height (e.g., 700px).

• Other Style Options:

  • Change colors, fonts, or toggle features via settings.

• Implementation:

  • Use the design interface to tweak these options.

  • Changes are reflected immediately upon preview.

5. Previewing and Publishing

• After configuration, publish your webpage.

• Test the embedded chat:

  • Confirm it appears in the designated area.

  • Check responsiveness and style.

• Adjust as needed based on the preview.

6. Triggering Specific Flows Based on Page Load

Beyond static embedding, Madison explains how to trigger different chat flows dynamically.

• Create a New Flow:

  • Design a flow with a simple message (e.g., "Hello!").

  • Publish the flow.

• Generate a Unique URL Parameter:

  • Use the Ref URL tool to assign an identifier (e.g., web1).

  • Example:

    ref=web1

• Modify the Embed Script:

  • Append the ref parameter to the script URL:

    ...?ref=web1

• Result:

  • When the page loads, the chat automatically triggers the specified flow.

  • This allows page-specific automation.

7. Embedding Multiple Flows and Display Styles

Madison emphasizes flexibility:

• You can install multiple display styles (e.g., embedded, floating, full-page, pop-up) on the same domain.

• Each style requires its own script with the correct embed ID.

• Different pages can trigger different flows by adding the appropriate ref URL parameters.

• This setup enables complex, multi-faceted chat experiences across your website.

8. Advanced Customization and Payloads

While not covered in detail, Madison hints at future training videos for:

• Adding extra payloads into flows.

• Sending custom data based on user actions.

• Enhancing automation and personalization.

Final Tips and Best Practices

• Ensure Domain Verification:

  • Always verify your domain before embedding.

• Match IDs Precisely:

  • The embed ID in your script must match the target element's ID.

• Use Multiple Display Styles:

  • Leverage different styles for varied user experiences.

• Trigger Flows Dynamically:

  • Use ref URL parameters to customize interactions per page.

• Test Thoroughly:

  • Preview and publish in stages to confirm proper functionality.

• Plan for Automation:

  • Design flows with automation in mind, utilizing payloads and triggers.

• Stay Updated:

  • Keep an eye on upcoming tutorials for advanced features.

Summary Table: Key Steps for Embedding Web Chat

Final Thoughts

Embedding a web chat widget is a powerful way to enhance user engagement, automate responses, and collect valuable data. Madison's tutorial provides a clear, detailed roadmap for implementing this feature across any webpage, emphasizing flexibility and customization.

By following these steps, you can create a dynamic, interactive experience tailored to your website's needs, ultimately improving customer interactions and operational efficiency.