new
Snapshot
Chat Widget
Chat Widget ā Snapshot Support
š Summary:
Chat Widget configurations can now be included in Snapshots, allowing agencies to replicate widget setups across sub-accounts with proper handling of account-specific dependencies like WhatsApp numbers, Voice AI agents, and integrations.
āØ What's New?
- Chat Widget support in Snapshots
- Replicate chat widgets (Email/SMS, Live Chat, WhatsApp, Facebook, Instagram, Voice AI, All-in-One) across sub-accounts.
- Smart dependency handling
- WhatsApp numbers: mapped if available, else left empty
- Voice AI agents: auto-selected if available in target account
- Media assets: migrated dynamically
- Location-level fields (locale, country, agency details): auto-mapped
- Graceful fallback behaviour
- Widgets are created even if dependencies (WhatsApp, FB/IG, Voice AI) are missing
- Fallback state shown (e.g., widget unavailable)
- Save / Get Code actions disabled when required setup is incomplete
- Helper tooltips guide users
- Controlled custom field behaviour
- Custom fields are not auto-created during snapshot load
- Users must explicitly include them to avoid conflicts
š How to Use?
- Go to Account Snapshots (Agency View)
- Create a snapshot from a source sub-account
- Include Chat Widget in snapshot assets
- Load the snapshot into a target sub-account
- Open Sites > Chat Widgets in the target sub-account, you'll see the source sub-account widgets present
- Complete any missing integrations (if required) and use it on any digital property
š Why This Feature?
- Reduces onboarding time for agencies.
- Enables reuse of chat widget configurations across accounts.
- Maintains consistency in communication setup.
- Handles account-specific dependencies safely without breaking setup.
š Notes:
- Widgets may require manual setup if dependencies are missing.
- WhatsApp numbers, FB/IG connections, and Voice AI agents are account-specific.
- Snapshot load does not guarantee publish-ready state without required integrations.