Learn how to set up the Two-Way Chat Widget to collect leads and communicate with website visitors in real time.
The Two-Way Chat Widget is a direct link between your website and your visitors. It enables real-time communication, allowing visitors to ask questions, receive instant responses, and share their contact details — all flowing directly into your Conversations area.
Most businesses miss leads because they make visitors fill out a form and wait for a callback. The chat widget lets visitors start a conversation instantly — and their contact details and messages land directly in your inbox.
Text messages have a 98% open rate compared to email’s 20%, and 75% of people prefer texting over calling. The chat widget captures leads through the channel they prefer most.
In the HoopAI Platform, go to Settings in the left sidebar, then select Chat Widget. You can also find it under Sites > Chat Widget.
Finding the Chat Widget settings in HoopAI
2
Customize the widget appearance
Configure the widget’s colors, greeting message, and display name to match your brand. Set the widget header text, placeholder text, and offline message.
Customizing your chat widget colors and messaging
3
Add the widget to your website
Copy the generated embed code and paste it into the <head> or <body> section of your website’s HTML. If you use a funnel or website built inside the HoopAI Platform, enable the widget directly from the page settings — no code required.
The widget can be embedded on any website, not just sites built inside the HoopAI Platform. It works on WordPress, Squarespace, Wix, and any custom site.
4
Test the widget
Visit your website and send a test message through the widget. Confirm that the message appears in your Conversations inbox in the HoopAI Platform.
Messages from the widget arrive in the unified Conversations area
5
Set up automation (optional)
Use Workflows to trigger automated responses when a visitor sends their first message. Collect a phone number or email automatically and add the contact to a nurture sequence — all without manual intervention.
All messages sent through the chat widget flow directly into the Conversations area in the HoopAI Platform. You can respond via SMS or the platform’s messaging interface, and the conversation continues seamlessly.
Lead capture through the widget
The widget can be configured to request a visitor’s phone number or email before or during a conversation, capturing lead information without a separate form.
Customization options
Control the widget’s color scheme, header text, placeholder text, offline message, and display timing — immediate on load, delayed, or triggered by user scroll.
Using workflows with the chat widget
Once a contact submits their information through the widget, trigger automated workflows to send follow-up SMS messages, add tags, or move the contact into a pipeline stage automatically.
