If your business uses chat on your website to answer questions and capture leads, being able to create and manage chat widgets through your CRM API can save time and reduce repetitive setup work. This gives you more control over how your chat experience is added, updated, and maintained across your systems.

📌 Why This Matters

For small business owners, time matters. Instead of handling chat widget setup one by one, this CRM feature lets you manage widgets programmatically so your team can keep your website chat organized and consistent. It also makes it easier to connect chat setup with your existing tools and internal processes.

✨ What’s New

• Create chat widgets through the API: Set up chat widgets without needing to rely only on the CRM dashboard.
• Supports Live Chat and Email Chat: These two chat types can be created directly through the API.
• Full widget management: You can list, view, update, and delete chat widgets as needed.
• See all widgets in one place: Retrieve widgets created in the dashboard as well as those created through the API, with filtering options.
• Clearer error handling: Invalid requests and unsupported chat types return helpful validation messages.

🛠️ How to Use It

1. Step 1: Generate API credentials from your CRM account.
2. Step 2: Use the chat widget API to create Live Chat or Email Chat widgets for your website.
3. Step 3: Fetch, edit, or remove existing widgets as your business needs change.
4. Step 4: Connect widget setup to your internal workflows so chat stays aligned with your website and lead capture process.

💡 Pro Tip

If you regularly update your website offers or contact options, tying chat widget management into your CRM workflows can help you respond faster and turn more visitors into paying customers.