If you manage more than one location or business account, setting up the same chat widget over and over can take unnecessary time. This CRM feature lets you copy chat widget configurations from one account to another, so you can keep your messaging setup consistent while still handling location-specific details safely.

📌 Why This Matters

When your business uses chat widgets across multiple locations, teams, or websites, consistency matters. Reusing an existing setup helps you launch faster, reduce manual work, and avoid mistakes. It also makes it easier to keep your email, SMS, live chat, social messaging, and other communication options aligned across your business.

✨ What’s New

• Copy chat widget setups between accounts: Bring over widget configurations for Email/SMS, Live Chat, WhatsApp, Facebook, Instagram, Voice AI, and all-in-one chat experiences.
• Handles account-specific details carefully: Items like WhatsApp numbers, Voice AI agents, media files, country settings, and local account details are mapped when available.
• Works even when some items are missing: The widget can still appear in the target account, even if a required integration has not been connected yet.
• Helpful fallback guidance: If something is incomplete, the CRM shows an unavailable state, disables certain actions like saving or getting code when needed, and provides tooltips to guide you.
• Custom fields stay controlled: Custom fields are not automatically created during the copy process, helping prevent conflicts and keeping your setup cleaner.

🛠️ How to Use It

1. Step 1: Open your CRM account settings and create a reusable account setup from the location or account that already has the chat widget configured.
2. Step 2: Make sure the chat widget is included as part of the assets you want to copy.
3. Step 3: Apply that setup to another location or account where you want the same widget structure to appear.
4. Step 4: Open the chat widget area in the receiving account and review the imported widget settings.
5. Step 5: Connect any missing integrations, such as messaging channels or voice tools, if they are required for that location.
6. Step 6: Once everything is complete, publish the widget and place it on your website or other digital properties.

💡 Pro Tip

If you have multiple locations, set up one high-converting chat widget first and reuse it everywhere so your team spends less time rebuilding tools and more time turning conversations into sales.