Configuration
Set up texts, design and behavior once for all platforms.
The configuration decides how the conversation looks and behaves. You set it up once, and it applies on every platform where you deploy Conversation SDK. Some settings, such as the call-to-action or display conditions, apply to the Widget only. Each setting below shows where it applies.
To open the configuration, go to Automate → Channels and click Configure on the Conversation SDK card. The preview next to the form shows your changes before you save them.
Regions
If your AI Agent has more than one region, you configure each region separately. Use the region selector at the top of the page to switch between them.
- Customers see the configuration of the region that matches their locale. You can set the locale in code, see Customer data & context.
- To turn a region on or off, use Enable the Conversation SDK channel for the … region on the General tab. The default region is always on.
- The AI Agent uses all configured languages, even when a region is off.
Save stores the configuration of all regions at once.
General
| Setting | What it does | Applies to |
|---|---|---|
| Title | Title in the chat header. | All platforms |
| Description | Text under the title in the chat header. | All platforms |
| Text input placeholder | Hint shown in the empty message field, for example "Write to reply...". | All platforms |
| Message's author | Whether messages show the author's first name, first and last name, or no name. | All platforms |
| Brand | Your logo, shown in the chat header. Upload a JPG, PNG or GIF, at least 200×200 px and up to 2 MB. Use a square logo, because wide logos may not display properly. | All platforms |
CTA
The CTA (call-to-action) is the chat button and the prompts next to it. You set it up separately for desktop and mobile.
Applies to: Widget only.
| Setting | What it does |
|---|---|
| Type of the CTA | Desktop: an icon, or an icon with a label. Set the label text in CTA Label. |
| Icon alignment | Mobile: bottom-left, bottom-right, sticky-left, sticky-right, or no icon. |
| Alignment | Desktop: bottom-left or bottom-right corner of the screen. |
| Paddings | Distance of the chat button from the edges of the screen. |
| Show widget after | Delay before the chat button appears after the page loads. |
| Chat prompts | A short message shown next to the chat button after a delay, to invite customers to the conversation. On desktop it has a header and a text, on mobile one or more lines. |
| Allow closing proactive prompts | Let customers close the prompts. |
On mobile, if you hide both the icon and the prompts, customers can't start a conversation.
Design
| Setting | What it does | Applies to |
|---|---|---|
| Color modes | Light theme, dark theme, or the customer's system setting. You can set colors separately for light and dark. | All platforms |
| Primary color | Color of the main accents, the customer's message bubbles and the send button. | All platforms |
| Font color | Text color in the customer's messages. | All platforms |
| CTA color | Background color of the chat button. | Widget |
| Voice blob color | Color of the animation shown during voice conversations. Visible only when Hello is enabled for your account. | All platforms |
| Rounded corners | Rounded or square corners of the chat elements. | All platforms |
| Default widget size | Whether the chat window opens collapsed or expanded. | Widget |
| Enable widget resizing | Let customers switch the chat window between the collapsed and expanded size. | Widget |
| Show brand welcome element | Show a welcome section with your Brand Header and Brand Subheader in the chat. | All platforms |
Advanced
Availability
Select working hours to show the Widget only during that time.
Applies to: Widget only.
Additional options
| Setting | What it does | Applies to |
|---|---|---|
| Thumbs up/down ratings | Let customers rate the AI Agent's answers. | All platforms |
| Chat CSAT survey | Let customers rate the conversation and leave quick feedback. | All platforms |
| File uploads | Let customers send files, and choose the accepted formats. | All platforms |
| Emoji picker | Let customers add emojis to their messages. | All platforms |
| Transcript download | Let customers download the conversation transcript. | All platforms |
| Start with a message | Send the first message automatically when the chat opens. | All platforms |
| AI Session Notice | Tell customers that the conversation is automated and recorded, and that human help is available. Set the Chat Notice Heading and the Disclosure Message. | All platforms |
Behavior settings
| Setting | What it does | Applies to |
|---|---|---|
| Widget Layer Order (Z-index) | Stacking order of the Widget on your page. Raise it if other elements of your website cover the Widget. | Widget |
| Session timeout | End inactive conversations after the time you set. This setting is shared by all regions. | All platforms |
Notifications
These notifications reach customers when a new message arrives and the browser tab with the chat is not active.
Applies to: Widget and Embedded.
| Setting | What it does |
|---|---|
| New message sound | Play a sound. |
| Title change | Make the browser tab title blink with the text you set. |
| Push notification | Show a browser notification with the text you set. |
Conditions
Conditions decide on which pages and for which customers the Widget appears, and when customers can start or continue a conversation.
Applies to: Widget only.
Condition types
| Type | Effect when the conditions match |
|---|---|
| Show widget | The Widget appears only when the conditions match. |
| Hide widget | The Widget is hidden when the conditions match. |
| Allow start conversation | Customers can start a new conversation only when the conditions match. |
| Not allow start conversation | Customers can't start a new conversation when the conditions match. |
| Allow continue conversation | Customers can continue an existing conversation only when the conditions match. |
| Not allow to continue conversation | Customers can't continue an existing conversation when the conditions match. |
Parameters and operators
| Parameter | Compared with |
|---|---|
| Website URL | Address of the current page. |
| Timezone | Customer's timezone. |
| Locale | Customer's locale. |
| Custom | Value of one of your own attributes, passed in metadata.extraParams. See Customer data & context. |
Operators: Equals, Not equals, Contains, Not contains.
Groups
Each condition type can have several groups of conditions:
- Within a group, all conditions must match.
- Between groups, any group is enough.
Example
Hide the Widget on checkout pages, and let only VIP customers start a new conversation:
- Add Hide widget with one condition: Website URL Contains
/checkout. - Add Allow start conversation with one condition: Custom
tierEqualsvip. - On your website, pass the attribute when you load the Widget:
ZowieWidget.init("<your-instance-id>", {
metadata: {
extraParams: { tier: "vip" },
},
});Updated about 2 hours ago