View leads and customise your chat widget

Once your pre-chat form or lead grabber starts capturing visitor details, you can view and export that data from the dashboard.

View and export leads

Click the first icon on the chat widget row to display all leads data for that widget.

Click the view icon on any lead to see the entire pre-chat data they submitted.

Export the leads data as a CSV file for use elsewhere.

Customising the widget's appearance

The default widget works out of the box, but a few small changes make it feel part of your site and lift how many visitors actually click it. All of it is no-code. Adjust the button colour and position (left or right), the welcome bubble text, the pre-filled message a visitor sends, and which pages the widget appears on. You can also set a slight delay so it appears after the visitor settles in.

Make it convert

Set a pre-filled message that names the page, so you know where the chat started.

Write a short, friendly welcome bubble, a question works well.

Match the button colour to your brand, but keep it visible.

Show it on high-intent pages like pricing and product, not just the home page.

Test on mobile

Most visitors are on a phone. Check the widget does not cover key buttons and that the tap opens WhatsApp cleanly.

To install it first, see Add a WhatsApp chat widget.

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