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Lead form

The name and phone step before a guest can chat or request a text.

The first time a guest opens the widget, they enter a name and a phone number. This is a guest state of Website Widgets, previewed as Form open. There is no extra merchant route.

What it is

The form stays closed until both fields are valid: a name, and a phone number with at least 10 digits. Submitting in webchat mode opens live chat. Submitting in SMS mode opens texting confirmation.

Web chat

Launcher copy Chat Live With Me and 24/7 Available. Fields: Name / Enter your name · Phone number. Button Chat Live With Me. Greeting is the agent greeting from widget settings (default “Hey! 👋 How can I help you today?” after chat starts).

Texting

If SMS texting widget is on instead of Webchat Overlay, the panel is Text us. Copy: “Enter your information, and our team will text you shortly.” Phone field label Mobile Phone. Button Send.

Consent line: “By submitting, you authorize {business} to text/call the number above.” Merchant docs should treat that as informational messages; message and data rates may apply; consent is not a condition of purchase.

Typical workflow

  1. On Configure & Preview pick Webchat Overlay or SMS texting widget.
  2. Preview Form open. Confirm labels and consent.
  3. Submit a test from the live site after Integration verification. The contact should appear in Conversations and CRM.

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