Channels

Configure the visitor experience

Configure appearance, welcome content, pre-chat fields, attachments, and satisfaction prompts.

Updated 2026-07-24For: Administrators · Operations managers

Visitor settings should help customers explain their request quickly, not create a long form before support starts.

Steps

Configure entry

Set the page title, launcher text, theme, position, and default open state.

Design the welcome card

Use a concise welcome message and a small set of quick choices that help customers state their goal.

Configure pre-chat fields

Keep only fields that support actually needs and clearly identify required items.

Control media and satisfaction

Allow attachment types according to policy and configure an appropriate survey invitation and thank-you message.

Use the live preview

Check desktop and mobile widths, then test from the real page.

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