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
- Open Bot Configuration and locate the Customization / Widget settings.
- Click Primary color and enter your brand's HEX color code (or use the color picker).
- Select Button alignment as either Right or Left to determine where the widget sits on your web pages.
- 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
- Scroll to the Landing page / Intake form section.
- Check the box for Show an intake form before the chat starts.
- Enter a welcoming title in the Description box (e.g., "Welcome to Student Services!").
- 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
- Scroll down to the Feedback form section.
- Check the box for Ask for feedback when the chat ends.
- Enter a prompt in the Description box (e.g., "How did we do today?").
- Choose whether to include a Rating stars field, a Comments text area, or both.
- Click Save Configuration at the bottom of the screen.