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Live Chat Settings

Create and customize live chat widgets for any website - configure branding, collect leads, add social links, and embed on your site.

Updated over 2 weeks ago

Overview

The Live Chat section in Settings lets you create and manage chat widgets for your websites. Add live chat to any site to let visitors contact you directly without needing WhatsApp, Instagram, or email. All conversations flow into your Spur shared inbox.


Live Chat Channels

The main page shows all your live chat channels in a table:

  • Website: The name you gave each channel

  • Created At: When the channel was set up

  • Actions: View button to access channel settings

Click Create Channel to add a new live chat widget for another website.


Creating a New Live Chat Channel

Step 1: Basic Setup

  1. Give a Website Name: Enter a descriptive name (e.g., "My Shopify Store")

  2. Website URL: Add your site URL (e.g., https://example.com)

    Then click on Create Channel.

Step 2: Configure Your Widget

Once created, click View to access the channel settings with four main tabs:


Chat Interface Tab

Identity Section:

  • Website Name: Appears in chat widget header and notifications

  • Display Name: Your team's name shown to visitors (e.g., "Support Team")

  • Logo Image: Upload JPG or PNG for branding

  • Message Placeholder: Text shown in message input box

  • Welcome Message: First message visitors see when opening chat

Appearance Section:

  • Brand Color: Choose your main widget color

  • Smart Color System: Automatically generates harmonious colors for text and backgrounds

  • Position: Choose Bottom Left or Bottom Right corner placement

Social Links Section:

  • WhatsApp: Toggle on and add your number with country code (+91, +44, etc.)

  • Instagram: Toggle on and add your username (without @ symbol)

Configure Collect Leads:

  • Toggle: Enable to prompt visitors for contact details

  • Fields to Collect: Choose Name, Email, and/or Phone requirements

  • Purpose: Captures lead information before chat starts

Quick Questions:

  • Add suggested questions visitors can click to send instantly

  • Appear as clickable buttons in the widget

  • Examples: "Tell me about your best sellers", "What are your hours?"

Live Preview

The right side shows a real-time preview of how your widget will appear to visitors:

  • Home tab: Shows the initial widget state

  • Chat tab: Shows the conversation interface

  • Updates automatically as you make changes


Embed Tab

This is where you find the snippet of code that helps you actually deploy the chat widget on your website. You can put this line of code in your website's HTML and the live chat widget will instantly show up on your website for customers to talk to you through.

Step 1: Copy the Script Tag

  • Copy the provided embed code using the "Copy" button

Step 2: Add to Your Website

  • Paste the script into your website's HTML just before the closing </body> tag

For Shopify Stores:

  1. Go to admin.shopify.com

  2. Navigate to Online Store > Themes

  3. Click three dots next to current theme > Edit Code

  4. Open theme.liquid file

  5. Press Ctrl+F (Windows) or Cmd+F (Mac)

  6. Search for /body to find the </body> tag

  7. Create a new line above </body>

  8. Paste the Spur script code

  9. Save the file

Step 3: Test Your Integration After embedding, verify:

  • Chat button appears in bottom corner

  • Widget loads automatically on page load

  • Visitors can start conversations instantly


Share Tab

Share Widget Preview

The Share tab lets you create a live preview link to test and demonstrate your chat widget before embedding it on your website.

Widget Preview URL:

  • Shows a unique preview link for your widget

  • Copy the URL using the copy button

  • Share this link with anyone to preview the widget

Preview Actions:

  • Open Preview: Opens the widget preview in a new tab

  • Copy Link: Copies the preview URL to share with others

How to Use This Preview:
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Share with your team: Send this link to stakeholders to get approval on the widget design and messaging before going live.
​

Test functionality: Use this preview to test the chat flow and ensure everything works as expected without affecting your live website.
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Preview changes: Any changes you make to widget settings are reflected in this preview instantly, letting you see updates before deployment.
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Live Preview Features: This preview includes all your current widget settings:

  • Custom colors and branding

  • Welcome message and placeholder text

  • Widget position and styling

  • Suggested questions (if enabled)

  • Lead collection forms (if enabled)

The preview shows exactly how your widget will look and behave on your actual website, making it perfect for testing and getting team approval before embedding the code.


Settings Tab

Security Section:

  • Allowed Domains: Specify which domains can use this widget

  • Leave empty: To allow all domains

  • Add specific domains: For security (e.g., mysite.com, app.mysite.com)

Danger Zone:

  • Delete Channel: Permanently removes the chat channel and all settings

  • Warning: This action cannot be undone


Managing Multiple Channels

You can create separate live chat channels for:

  • Different websites

  • Different brands

  • Different departments

  • Testing vs production environments

Each channel has its own:

  • Unique embed code

  • Custom branding and messages

  • Independent settings

  • Separate conversation tracking


Best Practices

Widget Customization:

  • Use your brand colors for consistency

  • Keep welcome messages friendly and helpful

  • Add quick questions for common inquiries

Lead Collection:

  • Only request essential information

  • Explain why you need contact details

  • Keep forms short to avoid abandonment

Positioning:

  • Bottom right is standard for most cultures

  • Bottom left works for right-to-left languages

  • Test both positions to see what works for your audience

Social Integration:

  • Add WhatsApp for mobile users

  • Include Instagram for younger demographics

  • Ensure phone numbers include country codes

All live chat conversations appear in your Spur inbox alongside WhatsApp, Instagram, and Facebook messages for unified customer support management. You can use the Live Chat channel filter to only see Live Chats though.


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