Help Center
Customising your workspaceAdmin only14 min read

Website chat widget

Put a WhatsApp chat button on your website so visitors can reach you in one tap - and every conversation lands straight in your Inbox. This guide walks the whole path: getting into the Admin Dashboard, finding the widget, setting it up tab by tab, and copying the embed code.
Start here

The 60-second version

The website chat widget is a floating WhatsApp button for your site. A visitor taps it, a small panel opens with your brand at the top and an opening message already written for them, and Chat On Whatsapp drops them into a real WhatsApp conversation with your business - which arrives in your Inbox like every other chat.

brightstart.sg/courses/p5-math
Bright Start LearningClassesBranchesFees
P5 Math
BSBright Start LearningOnline
Bright Start Learning
Hello đź‘‹
Hi! I would like to find out more about your P5 Math class!
Chat On Whatsapp
Powered by Exabloom
What the visitor sees on your website. The green bubble is the message they’re about to send you - you write it, they just hit send. Ringed: the button that opens WhatsApp.

Setting it up is five short tabs and one copy-paste. The rest of this guide walks each of them, starting from wherever you are in the app right now.

Good to know
You need to be an Owner or Admin on the brand - or hold a role that grants the Website Chat Widget module. Without it, the page won’t appear in the admin sidebar at all. See Roles and permissions.
Step by step

Get to the widget page

The widget lives in the Admin Dashboard, not inside a workspace. That’s deliberate: the widget belongs to your brand, so one setup covers every workspace under it. Three clicks from anywhere in the app.

1

Click your brand and workspace name, top-left

In any workspace, the very top of the left sidebar shows your brand logo with the brand and workspace name beside it. That tile is the switcher - click it.

app.exabloom.com/inbox
1BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Inbox
â‘  The switcher, above Inbox, Leads and the rest of the sidebar.
2

Choose Admin Dashboard

A two-pane panel opens: your brands on the left, that brand’s workspaces on the right. Admin Dashboard is pinned at the top of the right pane, above the workspace list. Click it.

app.exabloom.com/inbox
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Inbox
Brands
Find brand...
BMBright Mindsowner
WorkspacesBright Minds
Find workspace...
2
Admin DashboardManage brand settings
Orchard
Tampines
Jurong East
② Admin Dashboard, at the top of the Workspaces list. Hovering a brand on the left changes which brand the right pane shows.
Tip
Don’t see Admin Dashboard? You’re not an Owner or Admin on that brand and your role doesn’t include an admin module. Ask whoever owns the brand to grant it.
3

Open Tools, then Website Chat Widget

You’ll know you’re in the right place by the Admin view tag under the brand name. The Admin Dashboard opens on Analytics; the widget page is in the Tools group.

app.exabloom.com/agency/analytics
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
1
Website Chat Widget
Redirect Links
Logout
Analytics
â‘  Website Chat Widget, under Tools, between Exports and Redirect Links.

To get back to day-to-day work later, click the brand at the top of this sidebar and pick a workspace from the right pane.

The Website Chat Widget page

The page lists the chat surfaces provisioned for your brand, one card per channel. This guide is about the WhatsApp card. If your brand also has the Q&A Widget, it appears as a second card: it answers visitors from your Knowledge Hub and hands them to WhatsApp when it can’t, and it has its own setup and its own embed code.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
1 Edit Widget
2 Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
① Edit Widget opens the setup dialog. ② Copy Embed Code gives you the snippet for your site. Both cards carry the same two buttons.
  • Edit Widget - the five-tab setup dialog.
  • Copy Embed Code - the snippet to paste into your website. You only ever do this once.
No cards?
If the page says “No chat widgets found”, nothing has been provisioned for your brand yet - there’s no self-serve “create widget” button on the WhatsApp card. Message us and we’ll set one up.
The setup dialog

Set up the widget, tab by tab

Edit Widget opens a five-tab dialog over the page. You can move with Next / Previous or click any tab directly - the numbering is a suggested order, not a locked wizard. On a wide window a live preview of the visitor’s view sits to the right of the form and updates as you type; it flips between Collapsed and Open, and (once you have path-specific messages) a dropdown lets you proofread each one.

Watch out
Everything you change is held in the dialog until you press Save Widget on the last tab. Cancel discards the lot, including edits on tabs you already moved past.
1

Widget Type & Contact

First decide whether visitors get one number or a menu of them, then enter the number(s). Single Number is the common case: one business line, one tap, straight into chat. The country picker defaults to Singapore (+65); change it from the flag dropdown.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Widget Type
Single Number
Direct WhatsApp chat with one number directly
Multiple Numbers
Show a selection interface with multiple phone numbers
Your WhatsApp Number
This is YOUR business WhatsApp number where customers will send messages to. When someone clicks the chat widget on your website, it will open WhatsApp and start a conversation with this number.
1
🇸🇬+65 8123 4567
Cancel
Next
â‘  Your WhatsApp Number. Single Number is already selected.

Want visitors to pick a branch or department first? Choose Multiple Numbers. Add Number appends a card you can rename, describe and reorder. The Name is the line the visitor taps and the Description is the grey subtitle under it - so write them for the visitor, not for your internal naming. The pencil opens Name, Description and Phone Number for that entry.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Widget Type
Single Number
Direct WhatsApp chat with one number directly
1
Multiple Numbers
Show a selection interface with multiple phone numbers
Your Team’s WhatsApp Number
Add multiple WhatsApp numbers for different departments. Customers will see a menu to choose who to chat with.
2 Add Number
Tampines branch
Enrolment & class schedules
+6581234567
3
Jurong branch
Enrolment & class schedules
+6598765432
Cancel
Next
① Multiple Numbers. ② Add Number appends a card. ③ The arrows set the order visitors see, the pencil edits, the bin removes.
brightstart.sg/courses/p5-math
Bright Start LearningClassesBranchesFees
P5 Math
BSBright Start LearningOnline
Tampines branchEnrolment & class schedules
Jurong branchEnrolment & class schedules
Powered by Exabloom
What a visitor sees with Multiple Numbers: a branch list instead of a single Chat On Whatsapp button. Ringed: tapping a branch opens WhatsApp with that number.
Watch out
The number isn’t validated against your connected WhatsApp account. Enter a number that isn’t connected to Exabloom and the chats will simply land on that phone - they will never reach your Inbox.
2

Welcome Messages

This is the part people misread. The message you write here isn’t a greeting you show the visitor - it’s the message pre-written into their WhatsApp compose box. They tap the button, the text is already there, they hit send. That is why the default reads “Hi! I would like to find out more about your service!” - it’s written in the visitor’s voice.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Welcome Messages for Customers
This message will automatically appear in the customer’s WhatsApp chat box when they click your widget. It helps them start the conversation and tells you what they’re interested in.
1
Hi! I would like to find out more about your service!
Source tracking
Adds a short reference line such as Ref: #4F2K to the end of the message, so you can see which page and campaign brought each enquiry in. Your customer can still edit or delete it before sending.
2
Path-Specific Messages
3 Add Custom Message
Override the base message for specific pages or sections of your website.
No path specific welcome message
PreviousCancel
Next
① The base message. ② Source tracking, on by default for new widgets: it adds a Ref line to the end of the message. ③ Add Custom Message, for a page-specific version.

Because that message is what shows up in your Inbox as their opening line, it doubles as free context. A generic base message tells you nothing; Path-Specific Messages let you swap it per page so the enquiry arrives already labelled. Both the Path and the Custom Message must be filled in before Save changes enables.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Path-Specific Messages
Add Custom Message
Override the base message for specific pages or sections of your website.
Path
4
/courses/p5-math
Custom Message
5
Hi! I would like to find out more about your P5 Math class!
Cancel
6 Save changes
PreviousCancel
Next
④ Path, a page or section like /courses/p5-math or /blog/*. ⑤ Custom Message, what replaces the base message there. ⑥ Save changes adds it to the list.
  • Anywhere that matches no override falls back to the base message.
  • If two overrides match a page, an exact path wins over a wildcard.
  • The Ref line is part of what the visitor sends, but they can edit or delete it before they do. See Track where your WhatsApp chats come from for what it does for you.
3

Launcher

The Launcher tab is what visitors meet before they open the widget: the shape of the button, which corner it lives in, and an optional invite that makes the first move on its own. Everything here is optional - the defaults are the round icon button, bottom right, invite off.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Launcher
What visitors see before they open the widget, and whether it makes the first move.
Style
Icon button
The round WhatsApp button, as today
1
Chat on WhatsApp
Text pill
A labelled pill - reads as an invitation
Position
Bottom right
2
Bottom left
Invite visitors in
When a visitor meets a condition, the widget makes the first move: a greeting bubble beside the button, or the chat panel opening by itself. Once per visitor - closing it keeps it closed in that browser.
3
PreviousCancel
Next
① Text pill, a labelled button (a Pill label box appears, up to 24 characters, default “Chat on WhatsApp”). ② Bottom left, for sites with something in the right corner. ③ Invite visitors in, off by default.
brightstart.sg/courses/p5-math
Bright Start LearningClassesBranchesFees
P5 Math
1Icon button, bottom rightThe default. A round green WhatsApp button in the corner.
brightstart.sg/courses/p5-math
Bright Start LearningClassesBranchesFees
P5 Math
Chat on WhatsApp
2Text pill, bottom leftThe same button with a label, in the other corner.
What visitors see for each choice. The panel behind the button is the same either way.

Switch Invite visitors in on and the card opens up. The screen below is the same tab scrolled down.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Invite visitors in
Message33/80
4
Hi đź‘‹ Need help choosing a class?
Invite when
5
After
5 seconds
on the site
After scrolling
50%
of the page
Keep at least one condition on. Time counts across pages in the same visit.
Invite on
All pages
Only these paths
How
Greeting bubble
The message pops up beside the button. Tapping it opens the chat.
6
Open the chat
The chat panel opens by itself, with the message as its first line.
PreviousCancel
Next
④ Message, up to 80 characters. ⑤ Invite when: after a number of seconds on the site, after scrolling part of the page, or both (whichever comes first). ⑥ How: a greeting bubble, or the chat opening by itself.
brightstart.sg/courses/p5-math
Bright Start Learning
P5 Math
Hi đź‘‹ Need help choosing a class?Ă—
Chat on WhatsApp
1Greeting bubbleOn a desktop the bubble sits beside the button. Tapping it opens the chat.
brightstart.sg/courses/p5-math
Bright Start Learning
P5 Math
BSBright Start LearningOnline
Bright Start Learning
Hi đź‘‹ Need help choosing a class?
Hi! I would like to find out more about your P5 Math class!
Chat On Whatsapp
Powered by Exabloom
2Open the chatThe panel opens by itself, and the message replaces “Hello 👋”.
Bright Start Learning
brightstart.sg/courses/p5-math
P5 Math
Hi đź‘‹ Need help choosing a class?Ă—
3On a phoneThe panel would cover the page, so phones get the bubble in both modes.
What the invite looks like on the visitor’s side.
Tip
Invite on Only these paths uses the same path patterns as path-specific messages, so you only learn one syntax. It shows once per visitor: opening the chat or closing the bubble keeps it quiet in that browser.
4

Visibility Rules

Two layers, in this order: a default for the whole site, then exceptions that override it on specific paths.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Widget Visibility
Default Behaviour
1Show on all pagesHide on all pages
Exception Rules
Add specific paths where the widget should behave differently from the default setting.
Include PathsForce Show
e.g. /contact, /support/*
Exclude PathsForce Hide
/checkout/*
2
e.g. /blog*, /admin/*
PreviousCancel
Next
① Default Behaviour. ② Type a path and press Enter, or the + button, to add it. Include Paths force the widget to show; Exclude Paths force it to hide. Here /checkout/* is already excluded.
  • Show on all pages (the default) - then use Exclude Paths to carve out the few pages that shouldn’t have it: checkout, admin, legal.
  • Hide on all pages - then use Include Paths to switch it on for a shortlist: a campaign landing page, your contact page.

Paths are website paths, starting with / - not full URLs - and * covers everything below a section. Pick whichever default gives you the shorter exception list, and don’t put the same page in both lists.

5

Review, then Save Widget

The last tab summarises the essentials: widget type, number(s), base message, launcher and default visibility.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Edit Widget
1. Widget Type & Contact2. Welcome Messages3. Launcher4. Visibility Rules5. Review
Review Your Configuration
Widget Type & Contact
Type:Single Number
Phone:+6581234567
Welcome Messages
Base Message:“Hi! I would like to find out more about your service!”
1
Launcher
Style:Text pill · “Chat on WhatsApp”
Position:Bottom right
Invite:Greeting bubble · after 5 seconds on the site · all pages · “Hi 👋 Need help choosing a class?”
Visibility Rules
Default:Show on all pages
PreviousCancel
2Save Widget
① The Launcher block is new: style, corner and invite in one line. ② Save Widget, which only appears on this last tab.
Good to know
Your path-specific messages, the Source tracking switch and your include/exclude paths are not listed on Review. If you set any, glance back at tabs 2 and 4 before saving - Review passing a quick read doesn’t mean those made it in.

Save Widget writes the config and closes the dialog. If the snippet is already on your site, the change is live on the next page load - no re-paste.

Get the embed code

Back on the widget page, press Copy Embed Code on the WhatsApp card. The dialog shows the snippet plus the three-line install instruction, with a Copy button above the code and Copy Code at the bottom of the dialog.

app.exabloom.com/agency/website-chat-widget
BMBright MindsAdmin view
Analytics
Analytics
Billing & Usage
WhatsApp Business
People
Users
Roles
AI & Knowledge
AI Agents
Knowledge Hub
Internal InputBeta
AI Feedback
Tools
Exports
Website Chat Widget
Redirect Links
Logout
Tools
Website Chat Widget
Add a chat surface to your public website. Pick the channel that fits.
WhatsApp
Chat widget on your website - let visitors reach out to you directly from Website → WhatsApp.
Edit Widget
Copy Embed Code
Q&A Widget
Answers visitors from your Knowledge Hub, and hands them to WhatsApp when it cannot.
Edit Widget
Copy Embed Code
Copy Embed Code
Installation Instructions
  • Copy the code below
  • Paste it before the closing </body> tag in your HTML
  • Save and refresh your website
Embed Code Copy
<!-- WhatsApp Chat Widget -->
<script src="https://cdn.exabloom.com/chat-widgets/whatsapp/chat-widget.js"></script>
<script>
ExabloomWidget.init({
configId: 'a1b2c3d4-…',
position: 'bottom-right'
});
</script>
Close
1Copy Code
â‘  Copy Code puts the whole snippet on your clipboard, and the button reads Copied! for a moment. The snippet carries only your configId and corner - the script fetches the rest of your setup live, every time a page loads.

Then, on your website:

index.html
<footer>…</footer>
1
<!-- WhatsApp Chat Widget -->
<script src="https://cdn…/chat-widget.js">
<script>ExabloomWidget.init({…})
</body>
</html>
1Paste it in your site’s HTMLJust before the closing </body>.
brightstart.sg/courses/p5-math
Bright Start Learning
P5 Math
2Save, publish, refreshThe launcher appears in the corner you chose.
brightstart.sg/courses/p5-math
Bright Start Learning
P5 Math
BSBright Start LearningOnline
Bright Start Learning
Hello đź‘‹
Hi! I would like to find out more about your P5 Math class!
Chat On Whatsapp
Powered by Exabloom
3Tap it to checkPanel, greeting and number should all be yours.
Three steps on your own site. Ringed: what to paste, the launcher that should now show up, and the button to tap when you test it.
Tip
Not the one who manages the site? Send the snippet and that one instruction - “paste before </body>” - to your web person or agency. It works on any platform that lets you add custom HTML: WordPress, Wix, Squarespace, Shopify, a hand-built site.

The snippet’s position line follows the corner you picked on the Launcher tab, so change it in the app and copy the embed code again rather than editing the pasted code by hand.

Setups to copy

One number, whole site
The simplest setup - a button on every page going to your main WhatsApp line.
Single Number + your business number, one base message, Show on all pages, no exception paths. Leave the Launcher tab alone, copy the snippet and stop there.
Campaign landing pages only
You run ads to /promo pages and want the button there - but nowhere else.
Hide on all pages, then add /promo/* under Include Paths (Force Show).
Everywhere except checkout
A helpful button site-wide, but nothing distracting during payment.
Show on all pages, then add /checkout/* under Exclude Paths (Force Hide).
Branch or department picker
Three outlets, each with its own WhatsApp line.
Multiple Numbers, one entry per branch. Name = what the visitor picks (“Tampines branch”), Description = the one-liner under it. Order matters - the arrows set the order visitors see.
Page-aware first message
Know which course someone was reading before they wrote in.
Keep the base message generic, then add a Path-Specific Message per course page - the visitor’s opening line arrives pre-written with the course name in it.
A nudge on your pricing pages
Start the conversation for people who linger, without a pop-up on every page.
Launcher tab: Text pill, Invite visitors in on, a short message, After 10 seconds on the site, Invite on Only these paths with /fees/*, and Greeting bubble.

Good to know & pitfalls

  • The welcome message is the visitor’s message, not yours. It pre-fills the visitor’s WhatsApp compose box, so write it in their voice (“Hi! I would like to find out more about…”), not yours. It is what lands in your Inbox as their opening line.
  • Use a number that’s actually connected to Exabloom. The field accepts any number and doesn’t check it against your connected WhatsApp account. Type the wrong one and chats go to that phone - never to your Inbox.
  • Nothing saves until you press Save Widget. You can click freely between the five tabs, but closing the dialog with Cancel discards everything you changed. Save Widget only appears on the last tab, Review.
  • The Review tab doesn’t show everything. It lists type, phone, base message, the launcher (style, position, invite) and the default visibility. Path-specific messages, the Source tracking switch and your include/exclude paths aren’t summarised there, so check those on their own tabs before saving.
  • Paths are paths, not full URLs. Enter /pricing, not https://yoursite.com/pricing. Use * to cover a whole section. For path-specific messages, an exact path beats a wildcard when both match.
  • Pick one direction for visibility. Use Include Paths with Hide on all pages, and Exclude Paths with Show on all pages. Don’t put the same page in both lists, and load a page you’ve just excluded to check it’s really gone.
  • The invite fires once, and only when it can. It needs at least one condition switched on; with Only these paths and no paths added it never fires. Once a visitor opens the chat or dismisses the bubble, that browser isn’t invited again. Time counts only while the tab is visible, and carries across pages in the same visit.
  • Install once, edit anytime. The snippet only carries your configId and corner - it fetches the live config each time the page loads. Change messages, numbers, launcher or visibility later and your site picks it up with no re-paste.
  • Source tracking is on for new widgets. With it on, each chat opens with a Ref: #… line at the end of the message, which is how the contact gets its source. See Track where your WhatsApp chats come from. A widget saved before the switch existed keeps it off until you turn it on.
  • No widget on the page? It hasn’t been provisioned. There’s no “create widget” button on the WhatsApp card - it’s set up for your brand by us. If you see “No chat widgets found”, message us and we’ll add one.
  • The live preview needs a wide window. It sits beside the form and is hidden on narrow screens - set the widget up on a laptop or desktop, not a phone.

Need a hand?

Our Singapore-based team is one message away - happy to help you get set up.