What You'll Need

Admin or Owner Access

Turning the widget on lives under Platforms, which only admins and owners can open. Widget Settings itself has no role gate, so any teammate can edit the copy, colors and suggested messages once the widget is live.

Access to Your Website's HTML

You'll need to add a script tag to your website. If you use a CMS like WordPress, Shopify, or Webflow, you can typically do this through their settings.

Your Website's Domain

One domain, written bare: example.com, with no https://, path or port. Converge accepts widget traffic from that hostname and any subdomain of it, and rejects everything else.

Enabling the Widget Integration

Admin / Owner Only

Before you can customize or install the widget, an admin needs to turn it on and register your website's domain. The widget is listed as a platform alongside WhatsApp and Telegram, because that is what it is: a channel that happens to run on your own site.

1
Click Platforms in the sidebar
The platform gallery opens, split into your connected channels, what's available, and what's coming soon. Agents don't see this page.
2
Open the card named "Widget"
It starts under Available. This is your own branded chat widget — the embeddable chat that runs on your website.
3
Enter your domain
Bare hostname only — mycompany.com, not https://mycompany.com/shop. The Enable button stays greyed out until the value passes that check.
4
Click Enable
Converge generates a unique API key and the page switches to its connected state, with the domain locked and the embed settings revealed.
5
Pick an embed method, then copy the Script Tag
Standard suits most sites. Inline Loader is the fallback when a cookie consent plugin blocks the standard tag, and the two Google Tag Manager options emit GTM-shaped snippets. With Standard you can also name your consent plugin (Cookiebot, CookieYes, CookieScript or WPConsent) so it classes the widget as necessary instead of blocking it. The copy button puts the finished snippet, API key included, on your clipboard.

Widget platform page after enabling, showing the locked domain, embed method selector, cookie consent selector, and the script tag with a copy button

The Platforms Guide covers the embed methods and the consent-plugin attributes in more detail.

Success Check: The Widget card moves into your connected channels, and the Script Tag box holds a snippet carrying your own data-api-key value.

Installing on Your Website

Installation is one script tag. It loads asynchronously, so it never blocks your page, and it renders inside a shadow DOM — your site's CSS can't reach into the widget, and the widget's styles can't leak out onto your page.

The embed code

The Standard snippet looks like this, with your own key in place of YOUR_API_KEY:

<script async src="https://useconverge.app/widget.js" data-api-key="YOUR_API_KEY"></script>

Where to paste it

1
Open the template that loads on every page
Usually the site-wide layout: index.html, layout.html, a base template, or your CMS's custom-code box.
2
Paste the snippet in <head> or just before </body>
Either works. The tag is async and the widget waits for the page body before mounting, so placement only changes how early the request starts.
3
Save and deploy
Publish your changes. The widget appears on the next page load.

Platform-specific instructions

WordPress

Use a plugin like "Insert Headers and Footers" or add the code to your theme's footer.php file.

Shopify

Install the Converge app from the Shopify App Store — no code editing. Then in Theme EditorApp embeds, toggle on Converge Chat and paste your API key: that field starts empty, and the widget will not load until you fill it. The Shopify Connector Guide covers the rest of the install.

Webflow

Go to Project SettingsCustom CodePaste in the "Footer Code" section.

Wix

Go to SettingsCustom CodeAdd CodePaste and set placement to "Body - end".

Google Tag Manager

Switch the embed method to "Google Tag Manager (simple)" and paste the generated snippet into a Custom HTML tag firing on All Pages. The two-tag variant needs tag sequencing so the config tag fires first.

Opening the widget from your own button

The script exposes a small JavaScript API, so a "Talk to us" link anywhere on your page can open the chat instead of relying on the floating button:

window.ConvergeChat.open() // and window.ConvergeChat.close()

Pro Tip: Your domain covers its subdomains, so example.com also allows staging.example.com. A preview deployment on a different domain (a *.vercel.app URL, say) is rejected until you change the registered domain.

Success Check: Visit your website and look for the chat button in the bottom-right corner. Click it to confirm the widget opens properly.

Customizing Appearance

Your widget should feel like a natural part of your website, not an afterthought. Widget Settings is a form with a live preview beside it, so you can see every change before anyone else does.

Accessing widget settings

1
Open MoreWidget in the sidebar
"Widget" sits in the collapsed More group near the bottom of the sidebar, not among the top-level icons.
2
Work through the form on the left
Sections run in order: Content, Colors, Shape, Platforms, Messages, Contact Options, Features, Suggested Messages. The panel on the right is a working widget that re-renders as you type.

Content, colors and shape

Content — Title (up to 100 characters) and subtitle (200) for the widget's home screen, plus an optional header image with an opacity slider once one is uploaded.
Colors — Brand, Title and Background. Brand color paints the chat header, the home banner, primary buttons and the visitor's own message bubbles; the launcher stays a white circle with a brand-colored icon. Title color is the text sitting on top of the brand-colored header.
Shape — Corner radius for the widget panel, corner radius for its buttons, and the icon shown on the launcher.

Each color field takes a hex code directly (#2c2ce5) or a pick from the palette.

Saving

Save Changes sits at the bottom of the form and stays disabled until something actually changes. The preview updates instantly, but your live site keeps serving the old configuration until you save — and visitors already on the page pick it up on their next load.

Q&A page visibility

The Features section holds one toggle: "Show Q&A page in widget". Turn it on and visitors get a FAQ tab in the widget's bottom navigation, with search. An editable Q&A list also appears below the builder on this same page, so you can create, edit and delete entries without leaving Widget Settings. Leave it off until you have content — an empty FAQ tab is worse than no tab.

Widget Settings showing the Content, Colors and Shape sections beside the live widget preview

Pro Tip: Use your website's primary button color as the widget brand color. This creates visual consistency across your site.

Success Check: Click Save Changes, then reload your website. The widget shows your new brand color and title.

Choosing Which Channels Appear

The widget is not only a chat box. Its home screen lists every channel you have connected, so a visitor who would rather message you on WhatsApp or Telegram can do that in one tap instead of hunting for the link in your footer. The Platforms section of Widget Settings controls that list.

Toggle each channel — Every platform you have connected gets a row with a switch. Turning it off hides it from the widget without touching the integration itself.
Integration or Custom link — By default each row uses the link from its integration. Switch to Custom to point it somewhere else, like a WhatsApp click-to-chat URL with a pre-filled message.
Drag to reorder — Grab the handle on the left of a row. The order here is the order visitors see, so put the channel your team answers fastest at the top.
Platform Layout — Auto switches to a grid once you have several channels, or force List (one per row, roomier labels) or Grid (compact tiles).

The widget's own live chat appears in this list as Chat Now. Leave it on unless you want the widget to act purely as a channel launcher.

These changes save on their own. Toggling a channel, editing a custom link, or dragging a row saves immediately — you do not need to press Save Changes. Everything else in the form does.

Success Check: Reload your website and open the widget. The home screen lists exactly the channels you left enabled, in the order you set.

Setting Up Messages

First impressions matter. The right messages can turn a passive visitor into an active conversation.

Popup message

This small bubble appears next to the launcher about three seconds after someone lands on your page. It's a gentle nudge to start a conversation — visitors can dismiss it with the X, and it stays gone for the rest of their browsing session and never returns once they have opened the widget.

Example: "👋 Hey! Got questions? We're here to help."

Keep it under 50 characters—short and friendly works best (the field accepts up to 200)
Leave empty to disable the popup entirely

Welcome message

When someone opens the chat, they see this message first. It sets the tone for the entire conversation and appears as a message from your team rather than from any named agent. Up to 500 characters.

Example: "Hi there! 👋 How can we help you today? Our team typically responds within a few minutes."

Success Check: Open the widget on your website and verify your welcome message appears when the chat opens.

Configuring Lead Capture

Before visitors send their first message, you can collect their contact information. This turns anonymous website visitors into identifiable leads your team can follow up with. Everything here lives in the Contact Options section, below Messages.

Direct call phone

The same section holds a phone number field. Fill it in and the widget's home screen gains a call banner — useful for urgent enquiries or customers who would rather talk. Leave it empty and no banner appears.

Format: Use international format with country code (e.g., +1234567890)

What you can collect

Field	Options	When to Use
Name	Disabled / Optional / Required	Addressing people by name; conversation lists read better
Email	Disabled / Optional / Required	Lead generation, follow-up campaigns
Phone	Disabled / Optional / Required	Sales calls, urgent support callbacks

Setting requirements

All three fields start as Disabled, so a fresh widget asks visitors for nothing at all. Each has the same three-way control:

Disabled — never asked for
Optional — asked for, with a "Skip this step" link
Required — the visitor cannot continue without it

How it works for visitors: When someone opens the chat, a "Before we start" card covers it and asks for one field at a time, with progress dots underneath. The last step's button reads Start Chat. It is asked once — the widget remembers the answers in that visitor's browser and goes straight to the conversation next time.

Contact Options section with the direct call phone field and the Require Name, Email and Phone selectors

Pro Tip: Start with email as Required and phone as Optional. This gives you a reliable way to follow up while keeping friction low.

Success Check: Open a fresh incognito window, visit your site, open the widget and tap Chat Now. The Before we start card asks for exactly the fields you enabled, in order.

Adding Suggested Messages

Some visitors don't know what to say. Suggested messages give them pre-written conversation starters they can tap to begin chatting—no typing required. They appear as a scrollable row above the message box, and only until the visitor sends their first message.

Creating suggestions

1
Scroll to Suggested Messages
This section is at the bottom of Widget Settings.
2
Type your first suggestion
Think about what your visitors commonly ask. Examples: "I have a question about pricing" or "I need help with my order".
3
Click the + button or press Enter
The suggestion is saved right away — this list does not wait for Save Changes. Up to 200 characters each.
4
Add 3-5 suggestions
Cover your most common inquiry types. Too many can overwhelm; too few limits options.

Good suggestion examples

💰 "I'd like to know about pricing"

🛒 "I have a question about my order"

🔧 "I need technical support"

📦 "Where is my shipment?"

🤝 "I want to talk to sales"

Answering a suggestion automatically

Each suggestion can carry its own canned answer. Click the chevron on the right of a row, type the reply (up to 500 characters) and hit Save. Rows with an auto-response get a small bot icon, and Remove clears it again.

When a visitor taps that suggestion, Converge posts the answer about two seconds later, prefixed with 🤖, and skips your usual auto-reply for that message. The conversation still lands in the inbox, so an agent can pick it up — the canned answer only covers the first minute. Use it for the questions with one stable answer ("Where do you ship?"), not for anything that depends on the customer.

Managing suggestions

Delete: Click the X button next to any suggestion. It disappears from the widget immediately.
Order: Suggestions show in the order you created them, and there is no drag handle here — to move one up, delete it and add it again.

Suggested messages list with expandable auto-response editors, delete buttons, and the input for adding a new suggestion

Success Check: Open the widget on your site. Before typing anything, you should see your suggested messages as tappable buttons.

Best Practices & Tips

Match your brand colors

Use your website's primary accent color for the widget. Consistency builds trust and makes the chat feel native to your site.

Keep the popup message short

Under 50 characters is ideal. Something like "Need help? 👋" works better than a paragraph.

Only show Q&A if you have content

An empty FAQ section creates a poor impression. Keep the toggle off until you've added at least 3-5 Q&A entries in the panel below it.

Require email for lead generation

Even if phone is optional, requiring email gives you a reliable follow-up channel for every conversation.

Write suggestions that match real questions

Look at your support inbox—what do customers actually ask? Mirror that language in your suggestions.

Decide who answers first

If the AI first responder is on, the widget is one of the channels it covers by default, so visitors get a grounded answer within seconds and your team inherits the conversation only when it escalates. If you would rather keep humans first, use an auto-reply as an acknowledgement or away message instead.

Ban abusive visitors when needed

If you encounter spam or harassment, right-click the visitor in the contact list and choose Ban — the same option sits in the "…" menu of the conversation header. Banned visitors see a blocked message and can't send new ones.