Install the chat on your website

Live chat puts a chat bubble on your website. Visitors’ messages arrive in the CRM’s Live chat menu, and Atlas can answer them first.

Depending on your plan Settings › Live chat Organization owners and admins Try it in the demo

Enable the chat

In Settings › Live chat, click Enable live chat. If your plan does not include live chat, a window offers to change plans. Until the chat is enabled, the Live chat menu tells members so.

Add a website and paste the code

Close

1. Add a website: give a name, the website address, a colour, a welcome title and a tagline. The name and address identify the website in conversations.
2. Copy code and paste it right before </body>, on every page where the bubble should appear.
3. The bubble shows on your website. The code does not change when you edit the name, colour or texts: you only paste it once.

Each website has its own code. Delete removes the bubble from that website; conversations already received stay in the CRM.

Set the appearance

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1. 1Colours and shape
2. 2Chat button
3. 3Welcome
4. 4Shortcuts
5. 5Live preview

Hover a number to locate the area. Click the screenshot to enlarge it.

Close

Appearance opens the bubble settings for this website, with a preview that updates live:

• Colours and shape: colour, theme (Light, Dark or Follow the visitor), corners and font. A Google font is loaded from Google Fonts, which sends the visitor’s IP address to Google.
• Chat button: left or right, round or with text, and its distance from the bottom of the page.
• Welcome: logo (PNG, JPEG, WebP or SVG, 2 MB at most), title, tagline, and who is online in the team.
• Shortcuts (4 at most): buttons under “Write a message” that open a page of your website, the visitor’s messages, or offer a meeting in the chat.
• Visitor data: the visitor journey (pages seen before writing, where they came from, number of visits) is sent only if the visitor agrees; page errors only concern signed-in, identified visitors. The current page, language, browser and approximate city are always visible.
• Advanced CSS: applied inside the bubble only, never on your website. It depends on your plan.

The “Book a meeting” shortcut

It shows in the chat the free slots of the visitor’s record owner, else their company’s owner, else the team link, else the member chosen for Atlas (see Atlas in the chat). Without any of them, a team member takes over.

Publish an announcement

An announcement is a message that opens in the bubble of your websites, once per visitor. A new announcement on a website replaces the previous one. A visitor who already came may see it up to an hour later.

Ask Atlas for it

There is no announcements screen: ask Atlas to publish or end an announcement (for example: “announce on the website that we are closed on Friday”), or use the Chat announcement block of a workflow. Only organization owners and admins publish an announcement, and Atlas asks you to confirm first.