For web messaging and live chat engagements, the engagement window hosts the conversation. In the engagement window studio, brands can fully customize and tailor the window, with control over every aspect, from fonts and button style to icon colors and positioning.

The Engagement window studio

To provide a consistent experience across devices, you can design identical engagement windows for both desktop and mobile versions of the platform. Using the Engagement window studio, you can design a chat window once and use it across any number of engagements.

To access the Engagement window studio:

  1. Open the Engagement window library

  1. Hover over an existing window design and click Edit or click Add new to design a new window. Once you have designed the window it will be added to your Engagement window library for future use.
  2. After clicking Add new, the Engagement window studio opens.

Note: In the Engagement window library, you can delete window designs that are not in use by clicking the Action menu and selecting Delete. In addition, you can set a default window design by clicking the Action menu and selecting Set as default. To see which campaigns are using each window design, hover over the link icon.

The Engagement window studio allows you to customize the look and feel of both desktop and mobile windows. Any change you perform to the design of the desktop window takes effect in the mobile window as well.

Using the Engagement window studio, you can:

  • Customize the look and feel of engagement windows
  • Add a window header, a picture of your agent, or another image
  • Add surveys
  • Add action buttons, e.g, to request an email of the chat transcript

To edit the window name and description:

  1. Click the window name (in this example, Support)
  2. Enter a new window name and type in a description, the window name and description will display in the Engagement window library to help you identify different items in the library

Customize the look and feel

To select a predefined color scheme for your window:

  1. Click the Look and feel customization button
  2. Select your preferred theme, you can choose a theme and use it as a base for further customization

To customize chat window elements:

You can fully customize the chat window to suit your brand by changing the colors, fonts, visitor bubble, agent bubble, system messages, info line and chat window background. Select each of the window elements and follow the steps below:

  1. Click on an element
  2. From the properties window, customize the element according to your brand
  3. You can change the icon set of some elements to suit the background, we recommend choosing bright icons for dark backgrounds and dark icons for bright backgrounds

Note: The background color is the same as the chat window background
  • Text is the same color and font as the Automatic Messages or can be customized individually in the Engagement Window Studio
  • Buttons have the same look and feel of the title bar

To add a header to the window:

  1. Click the Add Element button
  2. Click the +Add button
  3. Insert the URL of the image
  4. Click the checkmark button to save
  5. Insert a Target URL that will open in a new tab when the header is clicked
  6. Add alternate text that will display when the image fails to load, or for visitors who require visual aid (this ensures the header meets accessibility standards)
  7. Choose a background color, if you’d like
  8. Set the position of the header: left, right or middle
  9. Choose between pinning the header to the top of the window, or letting it scroll up during the conversation

To add an image to the window:

  1. Click the Add Element button
  2. Click Select to add an image
  3. Select an image from the Gallery or click Custom to add your own image
  4. Choose a background color, if you’d like

Note: If your header or image is not the full body width of the window, the background color will be displayed on the sides. If you upload images with a height of more than 32 pixels, the system will resize the image to fit the available height (32 pixels), while maintaining the ratio of the image. If the width of the image is greater than the widget of the window, it will align to the right. The recommended width (140 pixels) is mostly for logos.

To add additional functionality to your window:

  1. Click the Action menu button or click the + button in the desktop preview.
  2. Select the action buttons that you would like to add, e.g., email transcripts. A preview displays on the screen.
  3. To change the color of the Action menu, click the actions area in the chat window. The action window will open.
  4. Change the font, background color and/or icon color (dark or bright), as desired.

To add and edit surveys:

Click the Views drop-down menu to view the list of surveys. Then do one or more of the following:

  • Click a survey enable button to enable and edit it
  • Click a survey to edit it
  • Click a question to edit or delete it
  • Click Add Question to add a new question
Note: surveys and dialogs inherit the main chat window’s colors
  • The background color is the same as the chat window background.
  • Text is the same color and font as the Automatic Messages.
  • Buttons inherit the look and feel of the title bar.

Advanced window configuration and customization

In addition to the styling options within the window configuration, you can make the following advanced configurations:

  • Dialog button styling - change the style of the primary and secondary dialog buttons in the engagement window to match your brand design guidelines
  • Window icons - customize the top bar by choosing from a list of emojis. The 'Send' and 'End chat' are in the style of the window

Available customizations:

  • Agent picture - make the conversation more personal by configuring the agent’s picture to display in the engagement window
  • Rounded or square window corners for window - control the exact radius of the window corners to produce a rounded or square effect

Agent picture configuration

  1. In LiveEngage, go to the Users tab
  2. Click on the row with the relevant agent’s name to edit their information
  3. In the “Picture URL” field, add the URL of the agent’s personal picture

  1. Click Save

Note: URL must be in “https” format, with recommended size of 200x200 pixels (up to 0.5MB), supported formats are PNG, JPG, and GIF

Defining agent picture appearance in the engagement window

Agent picture is defined individually per window. If you are using the same window in different engagements/campaigns, visitors will see the agent’s picture in both of them.

In order to define the agent’s picture in the selected engagement window, follow these steps:

  1. Select the desired window from the Engagement window library
  2. In the Engagement window studio select Open additional window settings

  1. In the engagement window category, find the agent picture row
  2. In the value column, select Yes from the dropdown menu in order to enable agent picture for the selected engagement window
  3. Click Save

Now the visitor will see their agent’s picture next to each line sent by the agent in the chat engagement window.

Note: In the case that the agent picture is enabled for a window but the agent did not configure their picture yet, the visitor will not see any picture while chatting with this specific agent.

Configuring a default picture

In order to define a default picture to be displayed when no agent picture is defined, follow these steps:

  1. Select the desired window from the Engagement window library
  2. In the Engagement window studio select Open additional window settings
  3. In the Engagement window category, locate the Agent picture default URL row
  4. In the Value column, add the URL of the default picture to be displayed for agents who did not configure their picture
  1. Click “Save”

Visitors will now see the configured default picture beside each line sent by the agent with no configured personal picture.

Limitations

  • Join conversation: If a second agent joins the conversation for whom a default picture URL is defined, the visitor sees the default picture next to second agent’s lines.
  • Because each window is configured separately, take into account the following: In the case that different default pictures are defined in different engagement windows, when an agent transfers the conversation to an agent that has no assigned picture, the default picture displayed is the default picture defined for the conversation’s original engagement window. This is relevant to accounts using separate engagement windows for different departments.