Quick start
- Navigate to Sites on your main left-hand menu.
- Select Chat Widgets at the top of the screen.
- Click the blue + New button to start building your asset.
Follow the detailed steps below to complete the setup.
Imagine this. You just drove a ton of expensive traffic to your agency website. A hot prospect lands on your pricing page and has a quick question. They open your standard website chat widget and type their message. Then their phone rings. They close the browser tab and walk away.
You reply two minutes later but they are completely gone. You have absolutely no way to reach them. You just paid for a click and watched it vanish into thin air. Your sales team is left staring at an anonymous abandoned chat thread.
You cannot scale an agency if your conversations die the second someone closes their browser. HighLevel fixes this instantly. You can install Facebook and Instagram chat widgets directly on your site. When a visitor clicks to chat, the conversation opens natively in Messenger or Instagram DMs. The thread follows them on their phone forever and feeds straight into your unified inbox. Let us lock down your lead capture right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Create a New Widget
First, we need to spin up the new tool inside your account.
- Navigate to Sites on your main left-hand menu.
- Select Chat Widgets at the top of the screen.
- Click the blue + New button to start building your asset.
Part 2: Select Your Meta Channel
Let us tell the system exactly where to route your website traffic.
- A pop-up will appear asking you to select the type of chat. Choose either Facebook Chat or Instagram Chat.
- If you already have a Meta account connected, a selection modal will open. Choose the specific page or profile you want to use for this widget.
- Note that you must have a Meta account integrated with your sub-account first. If you do not have one connected yet, simply click the link in the modal to integrate your account before returning to this step.
Part 3: Customize the Aesthetic
Time to make sure the chat tool perfectly matches your branding.
- Open the Style, Chat Window, and Messaging tabs to adjust your colors, greeting text, and launcher icons.
- If you ever need to change which social profile is attached to this specific widget, stay inside the Chat Window tab and click the Connect a linked Facebook/Instagram account button.
- Review your design and click save.
Part 4: Share and Install
Now we drop this conversion engine onto your live website.
- Click the Get Code button to generate your embed snippet for third-party websites or funnels.
- If you are installing this on a WordPress site, click the Get it for WordPress button for the specific plugin instructions.
- If you use the native HighLevel funnel builder, you can add this widget directly within the page editor without touching any code.
Routing your website traffic directly to Meta channels guarantees your conversations follow your leads wherever they go.
Frequently Asked Questions
How do I create a New Widget?
First, we need to spin up the new tool inside your account. Navigate to Sites on your main left-hand menu. Select Chat Widgets at the top of the screen. Click the blue + New button to start building your asset.
How do I select my Meta Channel?
Let us tell the system exactly where to route your website traffic. A pop-up will appear asking you to select the type of chat. Choose either Facebook Chat or Instagram Chat. If you already have a Meta account connected, a selection modal will open. Choose the specific page or profile you want to use for this widget. Note that you must have a Meta account integrated with your sub-account first. If you do not have one connected yet, simply click the link in the modal to integrate your account before returning to this step.
How do I customize the Aesthetic?
Time to make sure the chat tool perfectly matches your branding. Open the Style, Chat Window, and Messaging tabs to adjust your colors, greeting text, and launcher icons. If you ever need to change which social profile is attached to this specific widget, stay inside the Chat Window tab and click the Connect a linked Facebook/Instagram account button. Review your design and click save.
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