Channels
Configure the visitor experience
Configure appearance, welcome content, pre-chat fields, attachments, and satisfaction prompts.
Updated 2026-07-24For: Administrators · Operations managers
Visitor settings should help customers explain their request quickly, not create a long form before support starts.
Steps
Configure entry
Set the page title, launcher text, theme, position, and default open state.
Design the welcome card
Use a concise welcome message and a small set of quick choices that help customers state their goal.
Configure pre-chat fields
Keep only fields that support actually needs and clearly identify required items.
Control media and satisfaction
Allow attachment types according to policy and configure an appropriate survey invitation and thank-you message.
Use the live preview
Check desktop and mobile widths, then test from the real page.