Prerequisites
Before you begin, make sure you have:- A ChatbotX installation
- A website where you can paste the embed code
Unlike Facebook or Zalo, Webchat does not require any credential configuration in the Super Admin panel. You can create and configure a widget directly from the channel settings.
Step 1: Create a Webchat
You can create a Webchat in either of these two ways:Method 1 — From the Analytics / Create Inbox flow
1
Open Analytics
From the left menu, choose Analytics.
2
Start the inbox creation flow
Click Create Inbox to begin adding a new channel.
3
Choose Webchat
Select Webchat from the channel list.
4
Continue
Click Continue to open the Webchat creation screen.
5
Name and create the Webchat
Enter the Webchat name, then click Create Webchat.
Method 2 — From the Channels management area
1
Open Settings
From the left menu, choose Settings.
2
Open the Channels tab
Select Channels to view the list of supported channels.
3
Find Webchat
Find Webchat in the channel list and click Manage.
4
Create a new Webchat
Click Add Webchat.
Step 2: Configure the Webchat
After naming your Webchat, configure the settings below before clicking Create Webchat.Basic Settings
Engagement Features
Appearance
For example, to change the page background color:
Step 3: Get the Embed Code
After the Webchat is created, go to Channels → Webchat.1
Open the Embed Code window
For each Webchat row in the list, click the embed code icon to open the Embed Code window.
2
Copy the embed code
Copy the code from the Embed Code field and paste it into your website’s HTML — typically just before the closing
</body> tag.Step 4: Test the Webchat
From the Channels → Webchat list, click Test Now to open a live preview of the widget. Use this to confirm:- That the Welcome Flow runs as expected when the widget opens
- That visitors can see Conversation Starters, Persistent Menus, or the message input based on the options you enabled