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QuadC Chat: Widget Customization & Form Builder

Follow these steps to brand your chat widget and build pre-chat intake and post-chat feedback forms.

Step 1: Customize Visual Branding

  1. Open Bot Configuration and locate the Customization / Widget settings.
  2. Click Primary color and enter your brand's HEX color code (or use the color picker).
  3. Select Button alignment as either Right or Left to determine where the widget sits on your web pages.
  4. To enable an attention-grabbing pop-up bubble above the chat icon:
    • Check Show a greeting bubble near the chat icon.
    • Enter your text in the Greeting message field (e.g., "Have a question? Chat with us!").
    • Set the Delay (seconds) field to choose how quickly it appears after a user lands on the page.

Step 2: Build the Pre-Chat Intake Form

  1. Scroll to the Landing page / Intake form section.
  2. Check the box for Show an intake form before the chat starts.
  3. Enter a welcoming title in the Description box (e.g., "Welcome to Student Services!").
  4. Add desired form fields by clicking + Add field:
    • Click Text field and label it (e.g., Name, Email, Department, or Program of Interest).
    • Check the Required checkbox for any field the user must complete before starting a conversation.

Step 3: Configure the Post-Chat Feedback Form

  1. Scroll down to the Feedback form section.
  2. Check the box for Ask for feedback when the chat ends.
  3. Enter a prompt in the Description box (e.g., "How did we do today?").
  4. Choose whether to include a Rating stars field, a Comments text area, or both.
  5. Click Save Configuration at the bottom of the screen.