Open your widget settings
In the dashboard's left menu, open Brand → (your brand) → Chat widget. That takes you straight into the designer. There is no Widgets list and no "New widget" button any more: a chat widget exists because a brand has one, and a brand has at most one.
The designer has five tabs — Appearance · Home · Messages · Features · Install. For a first-time setup you only need Appearance and Home. Editing this screen needs the Brands permission (administrators see it listed as "Brands & chat widgets").
1. Check the widget's name
The widget's name lives in the General section of the Features tab. It is an internal name, for finding the right widget in your own dashboard — visitors do not see it.
Your public web address is not here either. It belongs to the brand, at Brand → (your brand) → Brand settings → Public address, and changing it is confirmed with a warning because every link already shared to the old address breaks. The widget's language is a brand setting too (Brand settings → General → Language) and is pushed down to the widget automatically.
2. Pick your brand color
Switch to the Appearance tab. The Accents color is the main color of the widget — used for the launcher button, link highlights, and interactive elements. Click the color swatch and enter your brand's hex code, or drag the picker to the right shade.
The preview on the right updates in real time so you can see the result before saving.
3. Choose the launcher position
Still on the Appearance tab, scroll down to the Launcher section and find Position. You can place the launcher button in the bottom-right or bottom-left corner of the screen.
Bottom-right is the default and works well for most sites. Choose bottom-left if your site already has important UI elements in the bottom-right corner (a cookie banner, a back-to-top button, etc.).
4. Write your greeting
Open the Home tab. This is the screen visitors see when they first open the widget — and the greeting is the first thing they read.
You'll set two short lines:
- Header Greeting — the big, friendly text at the top, along the lines of "Hi there 👋". Keep it short — one short sentence or a single phrase works best. Emoji are welcome.
- Welcome Message — the subtitle right below the greeting. Use this to set expectations: invite a question, mention your reply time, or point visitors at a specific resource.
Both fields are short and live-preview on the right, so iterate until it sounds like you.
5. Or let AI do the design for you
On the Appearance tab there is a Redesign with AI button. Give it your website address and it matches the widget to your site: the colors, the home-screen background style, the greeting and welcome message, the launcher color, the avatar and the header logo.
It previews rather than saves — the result lands in the form in front of you and nothing reaches your live widget until you press Save. If the widget already has a design, it asks whether to keep it or replace it first.
On the free plan, AI setup runs are limited and a preview counts as one even though it saves nothing. Let AI set up your brand from your website covers the whole wizard, including the allowance.
Images come from one shared library
Every image field in the designer — the avatar, the header logo, the home-screen background — opens Your images: a grid of everything your organisation has already uploaded, plus an upload tile. Anything you upload joins that library, so you can reuse the same file for your brand logo or your documentation header without uploading it twice.
What is not on this screen
Two things people look for here and won't find. There are no pickers for the AI bot, the knowledge base or the documentation: content belongs to the brand, and the widget simply shows whatever is published on the brand's address. The help section of the Features tab tells you which knowledge base that is and links through to Brand → Knowledge. The one picker that did survive is the roadmap board, also on Features.
There is also no warning about deleting and regenerating AI training data when you change content. That behaviour is gone — publishing an article is what makes the AI able to use it, and nothing needs re-attaching.
Save and preview
Click Save Changes at the top of the designer. To see the widget as a visitor would, open the Install tab — the script is shown there, ready to copy — and paste it into a test page. See Install Yaplet for the full instructions.
What's next
The widget is configured. Next up: put it on a page and send a real message — follow Send your first message from the inbox for the full end-to-end test.
If the menu around the designer is unfamiliar, what a brand is in Yaplet explains what else sits under Brand and where the old Widgets and Automation entries went.