1. Click "Settings".
2. In the Web Embed section, click the name of the embed you want to customize.
3. In the "Button Appearance" section, click "Change the Appearance". This will display all the options for customizing the chat button.
4. Make your changes and click "Save".

You can customize the following for the Chat Button:

1. Theme: Set the color for the background and the border of the Chat Button. For each specific embed, any changes to the theme or colors apply to both the chat button and float button.
2. Icon: Choose an Icon for the Chat Button from the options provided. You can also set the alignment and the placement of a selected icon. These changes also apply to the float button as well.
3. Online Status Message: Edit and customize the two lines of text, both content and color, in the chat button your customers see when your live chat operation is online.
4. Offline Status Message: Program the message your visitors see in the buttons when your chat is offline.
5. Use online theme for offline: Click to switch online appearance on even when all your agents are offline. When switched on only the message will change when your agents are all offline.
6. Size: Select the size of your chat button. Choose from small, medium or large options.
7. Gradient: choose if you want your chat button to display a color gradient or a solid color.  
8. Shape: Choose the shape of the Chat Button, and further customize the shape by increasing or decreasing the radius and shadow.

No matter what you edit, be sure to click Save to ensure your button will reflect your changes.

Chat Window

The standard chat window can be placed in your desired location on a page to give your customers easy access to your customer support through live chat.

Finding your SalesIQ Chat window code Snippet

• Login to your SalesIQ Operator console.
• Click "Settings".
• In the Web Embed section, click on the name of the Embed you are attempting to include in a page.
• Scroll down to the "Chat window Appearance" section and choose "Chat window code snippet".
• Select the code snippet below and "copy".

Customizing your chat window appearance

1. Click "Settings".
2. In the Web Embed section, click the name of the embed you want to customize the chat window for.
3. Scroll down to the Window "Chat Window Appearance" section and click "Change the Appearance".
4. Make your required changes.
5. Click "Save". 

In the Chat Window Appearance screen, you can customize the following:

1. Actions: Enable or disable your visitors from having the power to perform certain actions from inside the chat window. The actions are:
   • Print: being able to print a transcript of the chat
   • Mail: visitor ability to e-mail a transcript of the chat to their inbox.
   • File Sharing: visitor ability to share a file with the agent.
   • Feedback:option to rate and review an agent after a completed chat.
   • Sound: whether your visitors will be notified with in their live chats.
2. Custom CSS: You can even upload your own CSS, for advanced control of the look and feel of your chat window.
3. Theme: Select a pre-programmed theme for the chat window’s color scheme.
4. Color Customization: Specify the exact color for the header, background of the header, background of the window’s body and the border.
5. Header: Include (or not) your company logo, agent’s photo and your company’s contact information.
6. Visitor Information: Configure whether your customers can enter their name, e-mail and contact number (or neither) before initiating a chat, or if you want to make those fields mandatory.

Once you had customized the above, click "Save" to retain your changes

Personalized Chat Box

Live chat not only is great for customer support because it is quick—for both the customer and the agent—but it also can be extremely effective because it is more personal.  Encourage personal connections to your agents, by embedding our personalized chat boxes in strategic places where your customers can see one of your agents, their areas of expertise and a personal message encouraging visitors to connect with them.

Where a sterile, standard button would fail, a personalized call to chat, with an agent’s face and unique greeting, convinces customers that your customer support culture is genuinely interested in helping them.

Finding your SalesIQ Personalized chat window code snippet

• Login to your SalesIQ Operator console.
• Click "Settings".
• In the Web Embed section, click on the name of the Embed you are attempting to include in a page.
• Scroll down to the "Personalized chat Appearance" section and choose "Personalized chat code snippet".
• Select the code snippet below and "copy".