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General FeaturesWorkspace SettingsWidget ManagementWidget DesignOverview

Widget Design

The Widget Design feature allows you to create, manage, and customize the visual appearance and basic presentation of your chatbot widget. This includes branding, greeting content, email transcript appearance, and visibility options.

This feature focuses only on how the chatbot looks and communicates with users, not on chatbot logic or workflows.


Accessing Widget Design

Navigate to:

Sidebar → Widget Management → Widget Design

You will land on the Create a Widget Design screen.


Create a New Widget Design

Click the Create button to create a new widget design for your chatbot.

Create Chat

After creation:

  • You will redirected on newly created widget design.
  • The new widget design appears in the list
  • Each widget design is displayed as a card

Widget Design List View

The list view shows:

Widget design list view

  • All created widget designs
  • Each design as a selectable card

This allows you to:

  • Manage multiple widget designs
  • Reopen and update older designs when required

Widget Design Editor Layout

When a widget design is opened, the screen is divided into two sections:

  • Left panel: Widget design settings
  • Right panel: Live chatbot preview

Any change made on the left is immediately reflected in the preview on the right.


Renaming a Widget Design

At the top of the editor, the widget design name is displayed.

Renaming widget design

  • Click the pencil icon
  • Update the widget design name

This helps distinguish between multiple designs.


Widget Design Versions

Each widget design contains two versions:

Chatbot Versions

  • Version 1 (default)
  • Version 2 (upgraded)

Important behavior

  • You start in Version 1 by default
  • Version 1 and Version 2 are completely independent
  • Branding or settings applied in one version do not apply to the other
  • Each version must be configured separately

This allows parallel management of older and upgraded chatbot designs.


Deleting a Widget Design

Click the three-dot menu in the top-right corner of the widget design editor.

Delete Widget

Case 1: Widget Design is in Use

resources-delete

  • A confirmation modal appears
  • The modal shows where the widget design is currently used
  • Deleting it will remove all connected dependent resources
  • Write workflow name below input field and click on delete button

Case 2: Widget Design is Not in Use

Without Resources Delete

  • A simple delete option is shown
  • No dependency information is displayed
  • The widget design is deleted after confirmation

(Simple delete dropdown – placeholder)


Live Preview and Update Behavior

  • Changes made in the design settings are shown instantly in the preview chatbot
  • The preview is only visual until confirmed

Update Preview

Update Chatbot

Click Update Preview to apply the changes to the deployed chatbot.

Until this button is clicked, changes are not reflected in the live chatbot.