Skip to main content
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 of which flow directly into your Conversations area. This lesson covers customizing the widget, installing it on your site, collecting leads, and managing conversations.

​
How to set up the Webchat Widget

1

Navigate to the Webchat Widget settings

In the HoopAI Platform, go to Settings in the left sidebar, then select Chat Widget (also found under Sites > Chat Widget in some views).
2

Customize the widget appearance

Configure the widget’s colors, greeting message, and display name to match your brand. You can set the widget to appear on specific pages or site-wide.
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 are using a funnel or website built inside the HoopAI Platform, you can enable the widget directly from the page settings.
4

Test the widget

Visit your website and send a test message through the widget. Confirm that the message appears in your Conversations inbox.
5

Set up automation (optional)

Use Workflows to trigger automated responses when a visitor sends their first message. You can collect a phone number or email and add the contact to a nurture sequence automatically.

​
Key points

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.
The widget can be configured to request a visitor’s phone number or email before or during a conversation, allowing you to capture lead information without a separate form.
You can control the widget’s color scheme, header text, placeholder text, offline message, and display timing (immediate, delayed, or triggered by user scroll).
Once a contact submits their information through the widget, you can trigger automated workflows to send follow-up SMS messages, add tags, or move the contact into a pipeline stage.

​
Key benefits

  • Enhanced customer experience: Provide immediate assistance to website visitors, improving their overall experience.
  • Increased lead generation: Seamlessly collect lead information — including phone numbers and emails — directly from engaged visitors.
  • Targeted messaging: Send targeted follow-up messages to collected leads, nurturing them toward conversion.
  • Centralized conversations: All messages flow directly into the Conversations area for easy reading, review, and response.
  • Higher conversion rates: By connecting with visitors and gathering lead information, you turn more website traffic into paying clients.
Last modified on March 4, 2026