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Webchat Configuration

All webchat appearance and behavior settings can be customized by navigating to Settings → Website Toolkit page. webchat 1.webp

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Installation

To install the webchat on your website:
  1. Copy the generated code snippet from your SalesCaptain account.
  2. Paste it into your website’s code base — ideally just before the closing </body> tag.
  3. Once installed, you’ll be able to see which pages of your website your leads are coming from, directly in SalesCaptain.
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Chat Window Settings

From the Chat Window tab, you can adjust how the webchat looks and behaves:
  • Customize Appearance: Edit the chat header text, greeting message, and window colors to match your website’s branding.
  • Departments: Enable department selection so visitors can choose which team (e.g., Sales, Support, Billing) they want to reach.
  • Form Fields: Enable or disable form fields (like Name, Email, or Phone), or create your own custom fields.
  • Location Detection: Automatically pre-select the nearest location based on the visitor’s browser location — useful for multi-location businesses.
  • CAPTCHA: Enable CAPTCHA to prevent spam submissions.
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Editing Automated Webchat Messages

To personalize the automated messages that appear in your webchat:
  1. Go to your Business Profile.
  2. Open the Automated Messages section.
  3. Edit the following messages as needed:
    • In-Hour Message – The greeting shown during business hours.
    • After-Hour Message – The response shown when your team is offline.
These automated replies appear in the webchat and Inbox to help customers know when to expect a response.

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FAQ Setup

You can display key business information directly in your webchat:
  1. Navigate to the FAQ section.
  2. Add frequently asked questions and their answers.
  3. These FAQs will appear inside the chat window, allowing customers to find quick answers before initiating a conversation.
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Terms & Conditions

For industries such as healthcare, you can add Terms & Conditions or Age Verification messages to ensure compliance.
  • Create or link a landing page for your Terms and Conditions.
  • Enable age verification if required before the chat begins.
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Language Settings

SalesCaptain supports multiple languages for the webchat interface.
  • Choose your default language.
  • Enable language selection to allow visitors to pick their preferred language from the chat window.
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Final Check

Once your settings are configured:
  1. Save your changes in the Webchat Configurations page.
  2. Visit your live website to confirm the widget displays correctly.
  3. Test sending a message to ensure it routes to your Inbox and triggers the correct automated responses.
Your webchat is now fully set up and ready to capture leads directly from your website.