Sign in

Create a live chat widget

An Admin creates a new Live Chat widget for a company website. Creation provisions the widget's channel connection and its default configuration in one step, ready to be installed.

When this happens: Admin opens Admin — Live Chat — New Widget.

Step by step

  1. 1

    Open Admin — Live Chat and clicks New Widget.

    EasyCRM shows the form: Name, Website URL, Default Language.

  2. 2

    Enter *Name* = Support widget — main site, *Website URL* = https://www.acme.example, *Default Language* = English.

  3. 3

    Click Create.

    EasyCRM creates the ChannelConnection and ChatWidget with defaults: bottom-right position, no greeting, company working hours, offline-form out-of-hours behavior, identification form asking only for Email (mandatory), 30-minute session timeout. EasyCRM generates a unique EmbedKey and an HMAC auth secret. EasyCRM records ChannelConnectionCreated and LiveChatWidgetCreated, and opens the new widget's Install tab.

Other paths

Create a second widget for a different site

Repeats the Main Flow with a different Website URL. The new widget is fully independent.

If something goes wrong

Website URL missing or malformed

At step 4 the Website URL is empty or not a valid URL. Inline error; nothing is created.

Good to know

  • Every company has every contracted channel; there is no plan-based cap on widget count.
  • A new widget starts "Not yet installed" until the first verified script load.