Last updated: January 8, 2024

Can I configure the visuals and UX of the chat box?

You can configure and adjust visuals and UX of the chat box to match your style and brand. In this section, you will be able to configure the visual and textual components of the AskHandle chat box. Let's explore the parts you can configure and how to configure them.

Option 1: Greeting message

This is a message that users will see as soon as the chatbot starts.

The default message is “Hi [username]! How can we help you today?”.

To change the message, you can write your message in the “greeting message” field. After you are done changing the greeting message, click the “Save” button on the bottom of page to save the change.

Option 2: Contact message

This is a message you will use to guide users to contact you on your phone number or email address. The default message is: “For more details, please call us directly at 123-456-7890.”

To change the default message, simply start writing in the message field. When you are done with your message, please click the “Save” button at the bottom of the page to save the changes.

Option 3: Company name

Set a name for your chatbot.

To change the default message, simply start writing in the message field. When you are done with writing your chatbot name, please click the “Save” button at the bottom of the page to save the changes.

Option 4: Upload logo

This is the part where you can upload your company logo, or any other image, which will be shown as soon as the user engages with AskHandle.

The default logo is AskHandle logo. To change the logo, simply click on the area where logo is placed and upload your own logo/image.

Recommended size is 170 x 170 pixels

When you finish uploading your logo, don’t forget to click on the “Save” button at the bottom of the page to save the change.

Option 5: Chat box theme color

This is the part where you can configure the theme color for the chat box, so it can match your website/brand color.

To change the color, you can copy and paste the Hex color code (for example, #0096ff) or simply choose the color from the color chart. After you finish configuring the color, click the “Save” button at the bottom of the page to save the change.

Option 6: Chat box position

You can choose several positions on the website where to place the AskHandle chat box. The default position is the right-bottom part of the website.

There are two parts in configuration of the chat box position: horizontal and vertical part:

• On the horizontal part, you can choose from right, center and left placement; • On the vertical part, you can choose from bottom, center and top placement;

When you finish configuring the positioning of the chat box, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

Option 7: Pre-chat form

This is the part where you can enable/disable user inputs, which you can receive before users engage with the chatbot. The user inputs include the name, email address and phone number. This information, when received, will be automatically added to user leads.

By default, enabled user inputs are Name and Email Address.

To enable/disable certain input, simply switch on or off the toggle by the input (blue color means the input is on; white color means the input is off).

After you configured the inputs, please click the “Save” button at the bottom of the page to save the changes.

Option 8: Header title and subtitle

Header Title and Subtitle are the messages welcoming users to chat. The default Title is “We are currently” and Subtitle is “Online”.

To change the Title and Subtitle, simply start typing in each field. When you are done, please click on the “Save” button at the bottom of the page to save the changes.

Option 9: Chat title and subtitle

Chat Title and Subtitle are the taglines above the chat. The default Chat Title is “Need help?” and Subtitle is “You can ask us anything!”

To change the Chat Title and Subtitle, start typing in the fields. When you finish customizing your Chat Title and Subtitle, please click the “Save” button on the bottom of the page to save the changes.

Option 10: Start button caption

Start Button is the button that starts the chat between users and the chatbot. The default name of the Start Button is “Start New Chat”.

To change the name of the Start Button, please start typing in the field and after you made the changes, click the “Save” button at the bottom of the page to save the change.

Option 11: Start button color

To change the color of the Start Button, please input the HEX color code or simply find the color you wish to use in the color palette, then click the 'Save' button at the bottom of the page to save the change.

Option 12: Input placeholders

Placeholders are fields where users input information (name, email address, phone number, messages).

Default placeholders can be seen in the image below.

If you would like to change any of these placeholders, please start typing in the field of the placeholder you would like to change.

When you finish changing the placeholder names, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

Option 13: Message position

This is an option to show the chatbot avatar on the left side or the right side in the chat. Default position is the left side.

If you’d like to change the position of the chatbot avatar, please click on the field that shows “left” and choose the ‘right’ option.

After you are done changing the position, please click on the “Save” button at the bottom of the page to save the change.

Option 14: Upload avatar image

Avatar is a visual representation of the chatbot. It’s an icon/image next to the messages.

To change the default avatar, simply click on the avatar and upload your own avatar/image that you would like to use. After you changed the chatbot avatar, please click the “Save” button at the bottom of the page to save the change.

Option 15: Autopilot

You have an option to completely turn off the chatbot (in this case, AskHandle would serve as a live-chat platform).

The default setting is of course “On”.

If you’d like to turn the chatbot off and use AskHandle as a live-chat platform, simply click on the “Use chatbot” button (if the button is white, the chatbot is turned off).

After you made the change, please click on the “Save” button at the bottom of the page to save the change.

Auto pop-up is the ability for the chat box to pop up to engage with users on the website.

The default setting is 7 seconds (7 seconds after the users came to the website, the chatbot will pop up).

To change the auto pop-up time, simply click on the “Auto pop up” field and put the number of seconds that needs to pass for the chatbot to pop up (if you don’t want the chatbot to pop-up, put zero).

After you changed the setting, please click on the “Save” button at the bottom of the page to save this change.

Option 17: Sound alert for new incoming message

You would only receive the notification if you’re logged in to your AskHandle account and you are in the “Messages” section of your dashboard. The default setting is “On”.

If you don’t want to receive a sound notification for every new message, simply turn off the switch (if the switch is white, then the sound notification is off).

After your made the change, please click on the “Save” button at the bottom of the page to save this change.

Option 18: Hide interactive options after clicking

You can choose to hide the quick-reply options once a user chooses one quick reply option. After user clicks on one of the quick-reply options, the rest of the quick-reply options will not be shown anymore. To always have quick-reply options visible, please click on the toggle and save your change.

Option 19: Hide message typing bar

You can hide the typing bar if you want your users to only interact with the interactive options.

To hide the message typing bar, please click on the toggle and save your changes.

Option 20: Chat ending settings

You can edit messages your users will see when they want to end the chat.

If you would like to change these messages, please start typing in the field of the end message you would like to change.

When you changed the message, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

Option 21: Feedback collection

After each chat ends, your users can rate their experience and leave feedback.

If you would like to change any of these feedback messages, please start typing in the feedback message field you would like to change.

When you changed the feedback messages, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

Option 22: Adding and configuring privacy policy

You can easily add and configure privacy policy and terms of use links in the chat box. There are two locations in the chat box where the links can be placed: on the start page, before users engage with AskHandle and in the scheduling option. Let your users know what you do with their data and guide them to your privacy policies.

To add a privacy policy link on the start page, please click on the toggle next to the “on start page” option and turn it on (it’s on when the toggle is blue). If you’d like to add the privacy link to the scheduling option, please click on the toggle next to the “in scheduling” option and turn it on (it’s on when the toggle is blue).

You can edit the placeholder wording by typing in the policy text field. In the link fields, please put the link to your policy. When you are finished with adding your policies and editing the text in the policies’ fields, please don’t forget to click the “Save” button at the bottom of the page to save the changes.

Option 23: Tooltips for chat box

A tooltip is a small, informational pop-up box that appears when a user hovers their cursor over an element, providing brief contextual information or guidance.

If you would like to turn off the tooltip, please click on the toggle and save the change.

You can set the time in seconds for how long tooltip pop-ups should stay on the screen. Set it to 0 if you don't want to use pop-ups.

You can edit the tooltip wording by typing in the tooltip text field.