Getting Started with Chat Widgets in Captivation Hub

The Chat Widget is one of the most effective tools for turning website visitors into potential leads. It lets you provide immediate support right where your customers need it, without making them leave your page or wait for an email reply.

What are Chat Widgets?

The Captivation Hub Chat Widget is an embeddable messenger you can add to any page on your site or funnel. It lets visitors start real-time conversations with your team through Web Chat (labeled as Live Chat in setup), Email/SMS, Facebook, Instagram, Voice AI, or WhatsApp — all routed directly into your Captivation Hub Conversations inbox.

Key Benefits of Chat Widgets

Chat widgets give your business a direct line to visitors at the exact moment they are ready to take action. Here are some of the key advantages:

• Real-Time Customer Support: Visitors get instant answers to their questions, reducing friction and drop-off.
• Lead Capture: Start collecting contact information the moment someone engages — no form needed.
• Multi-Channel Messaging: Meet your audience wherever they are, whether that is web chat, SMS, WhatsApp, or social media.
• Automated Follow-Up: Connect your chat widget to workflows in Captivation Hub to trigger automated responses and follow-up sequences.
• Increased Conversions: Engaging visitors in real time keeps them on the page longer and moves them closer to booking or buying.

Chat Type Options

When you create a chat widget, you will choose one of the following chat types based on how you want to communicate with your visitors.

1. All-In-One Chat

This option combines multiple messaging channels into one widget, giving visitors the flexibility to choose how they reach you. It is the most versatile option if you are active across several platforms.

2. Email and SMS Chat

Captures the visitor's email or phone number and routes their message directly into your Conversations inbox. A great choice for capturing leads without requiring a real-time agent.

3. Live Chat

Enables real-time web-based messaging between your visitor and your team, routed into Conversations. During setup this option is labeled as Live Chat, but it functions as standard web chat on your site.

4. Facebook Chat

Connects your Facebook Business Page so visitors can message you through Facebook Messenger directly from your website.

5. Instagram Chat

Routes Instagram direct messages from your website visitors into your Captivation Hub inbox, keeping all conversations in one place.

6. WhatsApp Chat

Lets visitors start a WhatsApp conversation with you directly from your page. Requires a connected WhatsApp Business number.

7. Voice AI Chat

Connects your widget to a Voice AI agent so visitors can speak directly with an AI-powered assistant on your site.

Using Conversation AI Within a Chat Widget

You can connect a Conversation AI bot to your chat widget so it handles initial responses automatically — answering common questions, capturing lead info, and booking appointments — before handing off to a live team member if needed. This is especially useful if you are a solo entrepreneur or small team that cannot always respond in real time.

Step 1 — Navigate to Chat Widgets

Go to Sites > Chat Widget from the left-hand navigation in your Captivation Hub account.

Step 2 — Create a New Widget

Click the + New Widget button in the top right corner to begin.

Step 3 — Select Your Chat Type

Choose the chat type that fits how you want to communicate with visitors. Refer to the Chat Type Options section above for descriptions of each.

Step 4 — Customize the Widget

Set your widget name, greeting message, brand color, and availability. These control what visitors see when the widget appears on your page.

Step 5 — Copy and Install the Widget Code

Once configured, copy the embed code and paste it into your website or funnel. If you are building inside Captivation Hub, you can add the widget directly from your page settings without touching any code.

Step 6 — Add to Your Funnels or Websites

Inside your Captivation Hub account, go to Funnels, Websites, Blogs and select the chat widget type to add it to any page directly.

Note: Some registration flows check whether a live chat widget is installed on your website before submission. Make sure the widget is active and visible on your site if your registration process includes a compliance review step.

Frequently Asked Questions

Can I customize my chat widget messaging per page?
The current setup does not support dynamic messaging that changes per page. The widget will show the same messaging on every page it is installed on.

Can I create multiple chat widgets in one account?
Yes. You can create multiple widgets within a single Captivation Hub account — useful if you manage more than one website or funnel.

What is the difference between Web Chat and Live Chat in Captivation Hub?
Web Chat refers to website-based real-time messaging that routes into your Conversations inbox. During setup, this option is labeled Live Chat — both terms refer to the same feature.

Can I manage chat messages from the mobile app?
Yes. Incoming chat messages are accessible from the Captivation Hub mobile app through your Conversations inbox.