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Customizing the Chat Widget Bubble in Surplus Systems CRM | SURPLUS SYSTEMS

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Customizing the Chat Widget Bubble in Surplus Systems CRM

Personalize the appearance of your chat widget bubble to match your brand's style and improve user engagement with this simple guide. Learn how to modify colors, texts, and icons within Surplus Systems CRM, making your chat interface inviting and representative of your company's identity.

1. To start, select Websites

1 Firstly, click on the element.

2. Navigate to and click on the 'Chat Widget'

2 Click on "Chat Widget".

3. To edit the chat widget bubble, you need to configure these settings:

3 Once that's done, click here.

4. Enable or disable chat bubble.

4 After, click here.

5. Input introduction message for the chat bubble.

6. Next, upload an avatar image

6 Next up, click on "Return visitors".

7. Set custom greeting for return visitors

7 Once that's done, click on "Webchat for your website".

8. Next to configure is Chat type

8 Click on the element.

9. Afterwards, select one from the options.

9 Next, click on "Select one".

10. Next to configure is the widget window

10 Click on the element.

11. Set details for your widget window

11 Click on "Header".

12. until here...

12 Now, click on "Header".

13. Lastly, configure Acknowledgment Settings

13 Click on the element.

14. Fill in details for your Acknowledgment Settings

14 Then, click on "Customer Support contact".

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