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Widget behavior

These settings control how the widget behaves — when it opens, what happens outside business hours, and what information is collected from customers.

Auto-open widget

Fieldwidget_auto_open
TypeToggle (on/off)
DefaultOff
AffectsWidget

When enabled, the chat panel opens automatically after a configurable delay. The customer does not need to click the launcher button.

When to enable:

  • You are running a promotion and want to proactively engage visitors.
  • Your store has a high bounce rate and you want to offer help before visitors leave.

When to leave off:

  • Auto-opening can feel intrusive, especially on mobile. Many customers prefer to initiate conversations on their own terms.
  • If your storefront has other popups (email capture, cookie consent), adding an auto-open chat widget creates a crowded experience.

Auto-open delay

Fieldwidget_auto_open_delay
TypeNumber (1–120 seconds)
Default5
AffectsWidget

How long to wait after page load before auto-opening the widget (only relevant if auto-open is enabled).

Guidance:

  • 1–3 seconds: Feels aggressive. The page has barely loaded.
  • 5–10 seconds: The customer has had time to orient themselves. This is the recommended range.
  • 15–30 seconds: Delayed enough that the customer has started engaging with the page content. Good for product detail pages.
  • 60+ seconds: Only use for long-form content pages where the customer is expected to read for a while.

Offline behavior

Fieldwidget_offline_behavior
TypeDropdown
Optionsai_only, show_form, hide_widget
Defaultai_only
AffectsWidget

What the widget does outside your configured support hours.

SettingBehavior
AI onlyThe widget stays active and the AI handles conversations. No human escalation available. The AI mentions that human support is unavailable and provides your support hours.
Show formThe widget displays a "leave a message" form (name, email, message). Submissions are stored in the admin Inbox for your team to follow up during business hours.
Hide widgetThe widget is completely hidden. Customers see no chat option.

Recommendation: ai_only is the best choice for most stores because it provides 24/7 support for questions the AI can answer. Only use show_form or hide_widget if you do not want the AI handling conversations outside business hours.


Offline message

Fieldwidget_offline_message
TypeMulti-line text (up to 500 characters)
DefaultNone
AffectsWidget

A message displayed when the widget is in offline mode (only relevant if offline behavior is show_form). Example: "We're not available right now, but leave a message and we'll get back to you within 24 hours."


Pre-chat form

Fieldwidget_pre_chat_enabled
TypeToggle (on/off)
DefaultOn
AffectsWidget

When enabled, customers see a form (Name and Email by default) before the conversation starts. This is strongly recommended and enabled by default for all new tenants.

Why this matters:

  • Persistent Customer Memory requires identification. Without knowing who the customer is, the AI cannot recall past interactions, preferences, or purchase history.
  • Order lookups, account management, loyalty programs, and personalized recommendations all require an email address.
  • Customers who skip the form ("Continue as guest") receive a warning about reduced capabilities and must confirm they want to proceed anonymously.

Guest access:

  • Customers can skip the pre-chat form by clicking "Continue as guest."
  • The AI immediately informs the guest about limitations and asks once more if they'd like to provide their email.
  • General questions (return policy, store hours, product info) are answered normally without identification.

Email verification (OTP):

  • When email verification is enabled, customers who provide an email receive a 6-digit one-time password to confirm their identity. This ensures the AI links conversations to the correct customer profile.
  • Shopify customers who are already logged in skip both the pre-chat form and OTP — their identity is verified automatically via Shopify's customer authentication.

Pre-chat form fields

Fieldwidget_pre_chat_fields
TypeJSON array
DefaultNone
AffectsWidget

Custom fields for the pre-chat form. Each field has a name, type (text, email, phone, dropdown), and whether it is required.

Example:

[
{"name": "name", "type": "text", "required": true, "label": "Your name"},
{"name": "email", "type": "email", "required": true, "label": "Email address"},
{"name": "order_number", "type": "text", "required": false, "label": "Order number (if applicable)"}
]

Chat rating

Fieldwidget_chat_rating_enabled
TypeToggle (on/off)
DefaultOff
AffectsWidget

When enabled, customers see a thumbs up/thumbs down prompt after the conversation resolves. They can optionally leave a comment. Ratings appear in the Analytics section of the admin console.

Recommendation: Enable this. Customer feedback is valuable for tuning your knowledge base and identifying gaps. The prompt is unobtrusive — customers can dismiss it without rating.


Sound enabled

Fieldwidget_sound_enabled
TypeToggle (on/off)
DefaultOn
AffectsWidget

Plays a notification sound when the AI sends a message and the widget is minimized (not visible on screen). The sound is a short, subtle tone.

When to disable:

  • Your storefront has its own audio (music, video) and the notification sound conflicts.
  • You serve a context where unexpected sounds are inappropriate (e.g., B2B during business meetings).

File upload

Fieldwidget_file_upload_enabled
TypeToggle (on/off)
DefaultOn
AffectsWidget

Allows customers to attach images and files in the chat. Useful for sending screenshots of issues, order confirmations, or product photos.

Supported file types: Images (JPG, PNG, GIF, WebP), documents (PDF). Maximum file size: 10 MB.


Exit-intent auto-open

Fieldwidget_exit_intent_enabled
TypeToggle (on/off)
DefaultOff
AffectsWidget

When enabled, the chat panel opens automatically when the customer's cursor moves toward the browser's close or back button (indicating they may be about to leave the page). This is a last-chance engagement tactic.

When to enable:

  • Your store has high cart abandonment and you want to offer assistance before the customer leaves.
  • You want to proactively address concerns that may be preventing a purchase.

When to leave off:

  • Exit-intent popups can feel aggressive, especially if your store already uses an email capture or discount popup on exit.
  • On mobile, exit-intent detection is not reliable — this feature primarily affects desktop visitors.

Scroll-depth auto-open

Fieldwidget_scroll_depth_enabled
TypeToggle (on/off)
DefaultOff
AffectsWidget

When enabled, the chat panel opens automatically when the customer scrolls past a configurable percentage of the page. This targets engaged visitors who are actively reading content.

When to enable:

  • On long product detail pages or FAQ pages where customers scrolling deep are likely to have questions.
  • As an alternative to time-based auto-open for content-heavy pages.

Panel width

Fieldwidget_panel_width
TypeNumber (300–600 pixels)
Default380
AffectsWidget

The width of the chat panel in pixels. A wider panel provides more room for message content and reduces line wrapping.


Panel height

Fieldwidget_panel_height
TypeNumber (400–800 pixels)
Default600
AffectsWidget

The height of the chat panel in pixels. Taller panels show more conversation history without scrolling.


Widget language

Fieldwidget_language
TypeDropdown (language code)
Defaulten (English)
AffectsWidget

The language used for the widget's built-in UI elements — button labels, placeholder text, system messages, and error messages. This is independent of the AI agent's response language (configured in Languages).


Page rules

Fieldwidget_page_rules
TypeTag list (glob patterns, up to 20 rules)
DefaultNone (widget appears on all pages)
AffectsWidget

Controls which pages the widget appears on using URL path patterns.

Pattern syntax:

  • * matches any characters within a path segment.
  • ** matches any path depth.

Examples:

PatternMatches
/products/*All product pages
/collections/**All collection and sub-collection pages
/pages/faqOnly the FAQ page
/checkout*Checkout pages (hides widget during checkout)

How rules work:

  • If no rules are set, the widget appears on all pages.
  • If rules are set, the widget only appears on pages that match at least one rule.
  • To hide the widget on specific pages, set rules that match the pages where you want the widget.

Header text

Fieldwidget_header_text
TypeText (up to 100 characters)
DefaultNone (uses agent display name)
AffectsWidget

Custom title text for the chat panel header. If not set, uses the agent display name or brand name.


Input placeholder text

Fieldwidget_input_placeholder
TypeText (up to 200 characters)
DefaultType a message...
AffectsWidget

The placeholder text shown in the message input field before the customer starts typing.

Examples:

  • Ask us anything...
  • How can we help?
  • Type your question here

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