Customize the widget before you publish

Widget settings are under Settings → Widget. Changes stay in the dashboard until you select Save Changes, so you can safely explore the preview first.

Set the visitor-facing details

Set the widget title, primary color, position, greeting, and light or dark theme. Keep the greeting specific: tell visitors what the team can help with and when they can expect a reply.

Check the live preview

The preview is an actual widget frame, not a static illustration. Open it, check the launcher position, and read the greeting at the same width your visitors will see. Make one small change at a time so you know which setting caused a visual difference.

Verify signed-in customer identity

Use Verified customer identity only when your application already knows who the signed-in customer is. Select Generate secret, copy the value immediately, and store it only on your application server. The secret is shown once and must never be embedded in browser code. Your server uses it to sign the current widget visitor ID and customer traits; the browser then passes the resulting userHash to Convor.identify().

The exact HMAC payload and SDK call are documented in the Visitor SDK reference.

Copy the embed code

Copy the snippet from Embed Code and paste it before the closing </body> tag on the pages where chat should appear. Keep the generated widget key, script URL, and locale intact. If you use a content-security policy, allow the Convor API and widget origins before testing.

Publish checklist

1. Save the settings.
2. Add the snippet to a staging page.
3. Start one conversation as a visitor.
4. Confirm that the operator can reply from Conversations.
5. If verified identity is enabled, sign in with a staging account and confirm that its visitor profile is marked as verified.