Imagine this. A high-ticket prospect lands on your client’s website at 8 PM. They have a massive problem, their credit card is sitting on their desk, and they are ready to buy. But they have one quick question before they pull the trigger. They look around the homepage for a quick way to ask it.
All they find is a static “Contact Us” form that promises a reply in 24 to 48 business hours. They do not have 48 hours. They hit the back button, go to the next business on Google, and hire them immediately because they had a little chat bubble in the corner. You just lost a $15,000 deal because your client’s website was a static brochure instead of a conversation starter.
You cannot scale an agency if your clients’ websites are dead ends. HighLevel fixes this instantly with Web Chat inside Conversations. You can drop a sleek, real-time chat widget right on their site that routes messages directly into your centralized CRM inbox. Your team can chat with prospects in real-time alongside SMS and email. Let us turn your website into a 24/7 lead-capture machine.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Build the Chat Widget
First, we need to create the actual chat interface that your visitors will interact with.
- Navigate to Sites > Chat Widget and click + New to create a fresh widget.
- When selecting the chat type, choose Live chat. (Note: Even though the setup screen displays “Live chat,” selecting this option successfully configures the Web Chat channel that routes website messages directly into your Conversations inbox).
Part 2: Customize the Experience
Make the widget look and feel like a seamless part of your agency’s (or your client’s) brand.
- Customize your Intro message to give visitors a warm greeting the second they open the chat bubble.
- Update the Agent avatar and branding so the colors and imagery perfectly match your brand vibe.
- Configure your Inactivity fallback message. If your team takes too long to reply, this automated message will step in to collect the visitor’s contact details so you never lose the lead.
- Set up your Chat timeout message to politely close out the conversation if the visitor stops responding.
- Once configured, save the widget and copy the provided script. Paste it into your website’s footer or body section. (If you are running WordPress, simply install the LeadConnector plugin to enable the widget instantly).
Part 3: Manage Your Web Chats
Stop bouncing between platforms. Handle every website conversation straight from your unified inbox.
- When a visitor sends a message, it routes instantly into your Conversations inbox. You can easily spot these threads by looking for the chat icon.
- Need to cut through the noise? Use the filter option. Under Last Message Channel, select Live Chat and click apply. Now you are only looking at active Web Chat conversations originating from your website.
- When you finish helping the lead, hit the End Chat option to keep your inbox clean, or simply let your inactivity settings close it out automatically.
Centralizing your website chats directly inside your CRM ensures you instantly capture high-intent leads before they ever get the chance to bounce.
Frequently Asked Questions
How do I build the Chat Widget?
First, we need to create the actual chat interface that your visitors will interact with. Navigate to Sites > Chat Widget and click + New to create a fresh widget. When selecting the chat type, choose Live chat. (Note: Even though the setup screen displays “Live chat,” selecting this option successfully configures the Web Chat channel that routes website messages directly into your Conversations inbox).
How do I customize the Experience?
Make the widget look and feel like a seamless part of your agency’s (or your client’s) brand. Customize your Intro message to give visitors a warm greeting the second they open the chat bubble. Update the Agent avatar and branding so the colors and imagery perfectly match your brand vibe. Configure your Inactivity fallback message. If your team takes too long to reply, this automated message will step in to collect the visitor’s contact details so you never lose the lead. Set up your Chat timeout message to politely close out the conversation if the visitor stops responding. Once configured, save the widget and copy the provided script. Paste it into your website’s footer or body section. (If you are running WordPress, simply install the LeadConnector plugin to enable the widget instantly).
How do I manage my Web Chats?
Stop bouncing between platforms. Handle every website conversation straight from your unified inbox. When a visitor sends a message, it routes instantly into your Conversations inbox. You can easily spot these threads by looking for the chat icon. Need to cut through the noise? Use the filter option. Under Last Message Channel, select Live Chat and click apply. Now you are only looking at active Web Chat conversations originating from your website. When you finish helping the lead, hit the End Chat option to keep your inbox clean, or simply let your inactivity settings close it out automatically. Centralizing your website chats directly inside your CRM ensures you instantly capture high-intent leads before they ever get the chance to bounce.