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  • 🏠Getting Started
    • Important
    • Ideas, Roadmap, & Announcements
    • ChatHQ Affiliate Program
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  • 👋Learning The Portal
    • Overview
    • Profile Settings
    • Your Account
    • Engagement
    • Knowledge Bases
    • Conversations
    • Account Settings
    • Billing Management
  • 🚀Engagement Widgets™
    • Overview
    • Installing Widgets
    • Widget Settings
      • Main Settings
      • Widget Window
      • Office Hours
      • Widget Branding
    • Conversion Tools™
      • Add, Reorder, and Delete Tools
      • Single vs Multi-Tool Display
      • Title & Panel Title
      • Tool Visibility
      • Tool Icons
      • Tool Library
        • Advanced Livechat
        • Booking Calenders
        • Custom HTML
        • Dedicated iFrame
        • Extendly for HighLevel
        • Facebook Messenger
        • Forms/Surveys
        • Knowledge Library
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        • Tawk.To Livechat
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    • Smart Popups™
      • Creating Smart Popups™
    • Widget Analytics
  • 📖Knowledge Base Builder™
    • Overview
    • Building Knowledge Bases
    • Admin Settings
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    • Finished Knowledge Base
  • 💬Advanced Livechat™
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  • 💪API & Developer Docs
    • Overview
    • JavaScript API
    • Custom Tracking & Analytics
      • Widget Events in Google Analytics
        • 1. Google Analytics & Google Tag Manager
        • 2. GA4 Custom Events & Definitions
        • 3. Tags & Triggers in Google Tag Manager
        • 4. Using the Data Layer to Define Custom Variables
        • 5. Creating Custom GTM Variables
        • 6. Testing Widget Analytics
      • Tracking Events from Facebook Ads
    • CSS and JavaScript
      • Floating Action Button (FAB)
  • 🆘Customer Support
    • Support Options
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On this page
  • Accessing the Engagement Section
  • Enabling Your Widgets
  • Customizing Your Widget
  • Installing Your Widget
  • Using Conversion Tools™
  • Creating Smart Popups™

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  1. Learning The Portal

Engagement

In the following article, we'll walk you through the basics of the Engagement section within the ChatHQ portal.

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Last updated 1 year ago

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Accessing the Engagement Section

  • Log in to your ChatHQ portal and navigate to the "Engagement Widget™ Section."

  • By default, you'll find a widget already present in the section.

  • This default widget will be disabled initially.

Enabling Your Widgets

  • Click to enable the default widget.

  • Save the settings to view a preview of what the widget will look like.

Customizing Your Widget

  • Navigate to "Widget Settings."

  • Here, you can customize various aspects of the widget:

    • Its appearance

    • Location on your webpage

    • Custom branding options, and more

Installing Your Widget

  • Look for the "Installation Script" section.

  • Copy and paste the installation script where needed in your application or web page.

  • If you encounter issues, refer to help articles specifically designed for various applications and web pages.

Using Conversion Tools™

  • Initially, no Conversion Tools™ will be visible in the widget preview.

  • To add tools, click on "Add Tool" and select from a library of different tools.

  • You'll need to configure each tool individually. Resources are available in the help center for guidance.

Creating Smart Popups™

  • You can build popups to highlight specific actions you'd like your visitors to take.

  • These popups have several customizable options including:

    • Triggering settings

    • Visibility settings

    • Display settings

    • Media elements and more

Click one of the options below to learn more about each sub-section inside of the Engagement section!

👋
Widget Settings
Conversion Tools™
Smart Popups™
Widget Analytics