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Patient Copilot Help Center

How to Create an Embedded Live Chat Widget

Add Live Chat directly inside your website or funnel content instead of using only a floating chat bubble. The Embedded Live Chat Widget helps you place conversations where visitors are most likely to take action. * * * ## Where Embedded Live Chat Works Best Embedded Live Chat can be used on: - Other supported pages where Chat Widgets can be installed The embedded widget is also mobile responsive by default, so it adjusts automatically for smaller screens while remaining part of the page content. * * * Proper setup ensures the widget appears exactly where you want it and behaves consistently across your website or funnel. The key difference in this setup is not the Live Chat feature itself, but where the widget is rendered on the page. #### Step 1: Create a New Chat Widget Go to Sites → Chat Widget then click + New or open an existing widget.!(https://assets.patientcopilot.ai/7a67097f44e331ef.png) #### Step 2: Select Live Chat Choose the Live Chat option. !(https://assets.patientcopilot.ai/b23d274e1f3ff2c2.jpg) #### Step 3: Set Widget Placement to Embedded 1. Navigate to the Style tab 2. Under Widget Placement, choose: Embedded / Inline (Renders inside content) This ensures the widget will appear within your page layout instead of floating on the screen.!(https://assets.patientcopilot.ai/78d2880fd08e5b1b.png) #### Step 4: Customize Your Widget You can configure the widget as per your needs: 1. Theme & Appearance - Choose color themes - Adjust branding (avatar, header, colors) - Match widget styling with your website 2. Chat Window Settings - Edit intro message - Configure contact form fields (Name, Phone, etc.) - Set mandatory fields - Customize button text 3. Messaging & Behavior - Set auto-responses - Configure live chat assignment - Define business hours - Customize chat closed messages!(https://assets.patientcopilot.ai/5124cf852ea5ebd5.png) #### Step 5: Get the Embed Code 1. Click on Get Code (top right) 2. Copy the embed script!(https://assets.patientcopilot.ai/99332c97f98db708.png) #### Step 6: Add the Widget to Your Funnel, Website or any other digital property Option 1: Funnels 2. Add a Custom Code element where you want the chat to appear 4. Save and publish Option 2: Websites / External Pages 1. Open your website editor or HTML file 2. Paste the embed code in the desired section 3. Publish changes The widget will render exactly where the code is placed !(https://assets.patientcopilot.ai/aa86413e4655e1c8.png) * * * ## How It Works The widget loads inline within the page content. Chat behaves the same as standard live chat (routing, automation, etc.) - Continue chat in real-time * * * ## Common Use Cases for Embedded Live Chat Embedded placement is especially effective when chat needs to support a specific action or reduce hesitation before a visitor moves forward. These use cases help frame the widget as part of the page strategy instead of just another design element. Common use cases include: - Capturing questions before form submissions - Supporting visitors during pricing comparisons - Offering help on booking or consultation pages - Answering objections during funnel steps - Creating a more guided support experience on service pages - Adding a visible conversation option inside dedicated contact sections * * * ## Best Practices A well-placed widget can support conversions without interrupting the page experience. The goal is to make chat feel helpful and timely, not distracting. - Place the widget near high-intent content such as forms, offers, booking areas, or support prompts. - Match the widget branding to the page for a more seamless appearance. - Test spacing and alignment so the widget does not look cramped inside narrow sections. - Review mobile layout after publishing to confirm readability and spacing. - Keep intro and acknowledgment messages clear and action-oriented. * * * ## Important Behavior Notes - Embedded widgets do not float on the page - You can still use sticky widgets on other pages - No changes to chat routing, automations or CRM data capture * * * ## Troubleshooting Embedded Live Chat - Widget not showing: Ensure embed code is correctly placed and check if the page is published.