Conversation capture widget

Overview

The Conversation capture widget lets users start chats with visitors on their website.

It can be used to:

• Offer help while they browse
• Announce new features or products
• Share updates from your business

It works alongside the talk messenger widget, which handles inbound messages from visitors. All conversations—whether started by you or the visitor—are managed in your Talk inbox.

Accessing the conversation capture widget

To access the conversation capture widget, go to Marketing > Capture > New widget.

Create a conversation widget

To set up a conversation widget:

1. Go to the Capture page and click New widget.
2. Select Start from scratch, then click Next.
3. Choose Chat as the widget type.
4. Click Create.

   
5. On the New widget (capture widget details) page:
   1. Click the name of the widget to edit and change its name.
   2. Configure the capture widget.
   3. Edit the conversation widget.

Edit the conversation widget

Click Edit to customize your widget.

• Choose whether the message comes from a specific agent or a random agent.
• Write your message – you can add links, emojis, merge tags, or even media like images or YouTube videos to make it more engaging.

Unknown visitors

If someone replies to your message and Ortto doesn’t know who they are, they can respond once without sharing details. To continue, they’ll need to provide their info (based on your settings in Settings > Talk messenger > Conversations > Unidentified visitors).

If they’re already a known contact, they can reply without entering any information.

Learn more about unknown visitors and configuring the Talk messenger.