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You are now ready to browse through the Widget menu and create a complete package of how the chat button and window should look, what details you wish to collect before beginning a chat, details that you wish to save after the chat ends, customize a survey to collect feedback, set up the language that you wish to use, configure your routing rules, and so forth.

Step by Step Instructions

(1)Log in your CloudFon CX.

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Info

A widget is a set of configurations that define the style of your chat button and visitor side windows. One widget has its specific widget code.

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Create an Omni Widget

The system allows you to create and deploy multiple widgets. This enables you to offer personalized support to your customers. With multiple widgets, customers can have unique experiences on different pages, tailored to their needs at the time.

  1. Go to your CloudCX system CloudCX installation domain, and log in with the admin account.

  2. From the left navigation menu, go to Omni Widget > My Widget, and then click Default Widget.

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(3)Click “Manage”

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(4)If you want to create your own Omnichannel Widget, click”Add”, and then fill in your Widget Name and Description.

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(5)If you want to edit Omnichannel Widget: click”Edit” icon, and then fill in Widget Name and Description.

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(6)Click “delete” icon, you can delete this Widget.

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  1. Click Manage button.

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  1. In the My Widget page, click + button.

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  1. In the Add Widget page, fill in the widget name and description, then click Save.

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Now, you create the new widget successfully, you can install and customize the new widget.

Manage Widgets

Edit Widget

Select a widget and click the edit icon to edit the widget.

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Delete Widget

Select a widget and click the delete icon to delete the widget.

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