For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/webchat/index.md.
  • English
  • WebChat

    WebChat is the live chat widget you embed on your pages to talk to visitors in real time. Each widget is a channel, with its own position, appearance and pre-chat flow.

    WebChat sits under Create → WebChat, alongside pages, funnels and forms. Any authenticated workspace member can create and edit channels — no specific role is required, and no plan is charged on the screen. In production the feature is in gradual rollout: if you cannot see the WebChat area under Create, your account has not been enabled for it yet. Organising channels by project is optional — a channel can exist without one.

    How it works

    A channel produces an embeddable widget that appears in the corner of your page (bottom right or bottom left). Before chatting, the visitor can go through a pre-chat — the steps that collect a name, an email or other answers and turn the conversation into a lead. Conversations reach your team in the LiveChat, alongside WhatsApp, Telegram and the other channels.

    You can build the channel from scratch, from a ready-made template (support, sales and qualification, booking, cart recovery, customer onboarding, satisfaction survey) or by generating the flow with AI.

    In this section

    If it didn't work

    • You cannot create or edit a channel: see no permission.
    • The widget does not show up on the page: check the steps in enable WebChat.
    • An error when saving or publishing: see the error codes (Portuguese).