Copying a Web Chat

The quickest way to set up a new web chat is usually to copy an existing web chat and edit it as required. This saves you from having to configure every setting from scratch.

Copying an Existing Web Chat

To copy an existing web chat, follow these steps:

  1. From the Web Chat configuration home page, click VIEW for the web chat that you want to copy. The Web Chat page is shown.
  2. Click . The Save as dialog box appears.
  3. In the Web Chat name box, type a name for your new web chat.
  4. Click SAVE.

A new web chat is created with the same details as the source web chat. Your web chat is given a unique ID, which is used in the embed code.

What’s Next?

Now that you’ve copied an existing web chat configuration, you’ll want to customize it to meet your needs. See the following tasks:

To use the new web chat on your website, you’ll also need to embed some code in your website. See Embedding a Web Chat in Your Website.