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Live Chat

Live chat is the fastest way to bring Woes into your product or documentation site. Customers can ask questions, receive grounded AI replies, and continue with a human operator when needed.

Setup Flow

1

Open Settings → Channels → Live chat

Confirm the live chat channel is enabled and review widget behavior.
2

Choose a widget key

Use the workspace widget key for a single default agent or an agent widget key for a specific agent.
3

Install the snippet

Copy the current snippet from Settings → Channels → Live chat or Settings → Keys. For Mintlify docs sites, use Install the Widget in Mintlify.
4

Identify customers

Add identity data for signed-in users. For stronger trust, configure HMAC email verification or JWT.
5

Test a conversation

Open the widget, send a question, confirm it appears in Inbox, and verify the right agent context is used.

Widget Capabilities

  • Customer identity and conversation history.
  • AI answers with source-grounded context.
  • Operator takeover and replies.
  • Delivery, unread, typing, loading, and closed states.
  • Agent-specific routing through widget keys.
  • CSAT or NPS survey prompts after resolution.

Pre-chat Questions

Use Settings → Channels → Live chat → Pre-chat questions to collect details before the first customer message. You can ask for text, email, or select-list answers, mark individual questions as required, and keep different question sets per live chat module or agent widget key. When pre-chat is enabled for a brand-new conversation, the widget shows the pre-chat form as the main chat-pane state before the first message is sent. That keeps the initial assistant prompt hidden until the visitor has provided the required routing details. When widget identity is enabled and the host site calls window.Woes("identify", ...), questions mapped to name, email, or company are filled from the verified identity. Visitors can still answer any remaining editable questions, and the answers are attached to the new conversation for operators and automations.

Customer Identity Modes

Read Widget Identity before using verified identity modes.

Troubleshooting

Last modified on July 3, 2026