Chat Widget - How to Use

The Chat Widget is a powerful tool that helps you connect with potential clients visiting your practice's website. Think of it as a virtual receptionist that's available 24/7 to engage with people who need mental health support, even outside your office hours.

What is the Chat Widget?

The Chat Widget is a small messenger icon that appears on your website, allowing visitors to start conversations with your practice instantly. When someone clicks on it, they can reach out through various channels like live chat, text messages, email, or even voice conversations with an AI assistant—all managed through your platform inbox.

Why Your Mental Health Practice Needs a Chat Widget

Immediate Connection for Those in Need
People seeking mental health support often reach out during moments of urgency or high emotion. A chat widget ensures they can connect with your practice immediately, rather than waiting for office hours or leaving a voicemail.

Reduce Barriers to Reaching Out
Many people feel anxious about making that first phone call to a therapist. A chat widget offers a less intimidating way for potential clients to take that important first step.

Capture Leads Around the Clock
Even when your office is closed, the chat widget can collect contact information and initial inquiries, ensuring no potential client falls through the cracks.

Better Client Experience
Quick responses to questions about insurance, availability, or services help people feel heard and supported from their very first interaction with your practice.

Save Time for Your Team
Automated responses can handle common questions about office hours, insurance accepted, or how to schedule an appointment, freeing your staff to focus on current clients.

Chat Widget Options for Mental Health Practices

1. All-In-One Chat (Recommended for Most Practices)

This option combines multiple communication channels into one widget. Your visitors can choose how they want to reach you—whether through live chat, text message, email, or other platforms you've connected. This flexibility meets people where they're most comfortable.

Best for: Practices that want to offer maximum accessibility and use multiple communication channels.

2. Email and SMS Chat

This collects visitor information so you can follow up via text or email. The conversation doesn't happen in real-time, but their inquiry is captured for your team to respond during business hours.

Best for: Smaller practices without dedicated staff to monitor live chat, or as an after-hours option.

3. Live Chat

This enables real-time, two-way conversations within the widget—similar to texting back and forth instantly.

Best for: Practices with staff available during business hours to respond immediately to inquiries.

4. Voice AI Chat

This lets visitors have an actual voice conversation with an AI assistant through their web browser. The AI can answer common questions, collect information, and even help schedule appointments.

Best for: Practices wanting to provide a personal, phone-call-like experience 24/7 without needing a live receptionist.

5. Facebook or Instagram Chat

These options allow visitors to message your practice's Facebook or Instagram account directly from your website.

Best for: Practices with active social media presence where many clients already engage with you.

6. WhatsApp Chat

This connects visitors through WhatsApp for two-way messaging.

Best for: Practices serving communities where WhatsApp is a preferred communication method.

Using AI to Support Your Practice

You can add Conversational AI to your chat widget to greet visitors and answer common questions automatically, even when your office is closed. This ensures every person who reaches out gets an immediate response.

The AI can handle questions like:

• "What are your office hours?"
• "Do you accept my insurance?"
• "What types of therapy do you offer?"
• "How do I schedule an appointment?"

For more sensitive or complex inquiries, the AI can collect the person's information and let them know a team member will follow up personally.

How to Set Up Your Chat Widget

Step 1: Access Chat Widget Settings

Navigate to Sites > Chat Widget in your dashboard.

Step 2: Create Your Widget

Click the New button to begin creating your chat widget.

Step 3: Choose Your Chat Type

Select which type of chat widget works best for your practice (All-In-One Chat, Live Chat, Email/SMS Chat, Voice AI, etc.).

Step 4: Customize Your Widget

You'll have 3-4 customization pages depending on your chat type:

Style Tab

• Choose colors that match your practice's branding
• Select an icon and placement on your website
• Write a welcoming message (e.g., "Welcome! How can we support you today?")
• Add your practice logo or avatar

Chat Window Tab

• Set the chat title (e.g., "Connect with [Your Practice Name]")
• Write an intro message that feels warm and professional
• Customize the contact form fields
• Add your practice's website URL for visibility
• Include any necessary consent checkboxes for HIPAA compliance

Messaging Tab

• Configure automatic acknowledgment messages
• Set the language preferences
• Customize icons and notifications

Agent Tab (for AI-enabled chat types)

• Select which AI voice agent to use
• Set the agent's name and description
• Configure how the AI introduces your practice

Step 5: Install on Your Website

Once configured, you'll receive a code snippet. You can:

• Copy and paste it into your WordPress site
• Use Google Tag Manager to install it
• Apply it directly to pages built in the platform (Funnels, Websites, or Blogs)

Frequently Asked Questions

Can I customize messages for different pages?
Currently, the chat widget maintains consistent messaging across all pages where it's installed. However, you can create multiple widgets with different configurations for different sections of your site.

Can I have more than one chat widget?
Yes, you can create multiple chat widgets in your account. This is useful if you want different widgets for different services or locations.

Is the chat widget HIPAA compliant?
While the chat widget can be configured with consent checkboxes and secure messaging, you should consult with your compliance officer about using it appropriately within your practice's HIPAA policies. Avoid collecting protected health information through the initial chat widget interaction.

What happens to messages when we're closed?
Depending on your setup, messages are either stored for you to respond to during business hours, or handled by your AI assistant. You'll receive all messages in your platform inbox.