Set Up Shared Inbox with Webchat (Customer Engagement)

DEADLINE EXTENDED: United States carriers will block all unregistered SMS in 2025 due to an industry-mandated regulation to protect consumers (your customers) from spam texts. Don’t wait - complete SMS registration no later than January 14, 2025 if you wish to send text messages.

Set up a webchat widget to your shared inbox to allow your customers to communicate with agents through a website.

Before you begin: You must be set up as a user and be assigned the admin role. You must also have access to your website's source code. If you are using Wordpress however, we have a plugin available.

Sign in to our GoTo desktop/ web app.
From Engage > Shared > Channels > Webchat, toggle on Enable Webchat on this inbox.
Configure additional widget settings as desired:
- Choose what domains to trust for security.
- Determine if you want to enable Pre-message information request to collect any customer information before the chat starts.
- Enable a welcome chat message pop-up when visitors land on your website.
- Choose a header message.
- Customize the styling and position of the widget.
Under Add webchat to your website, select Copy code and then add it to your website. Use the Basic or Wordpress bubbles to filter the instructions accordingly.

Note: The code does not change if you modify the widget appearance or messages. Any changes made will update automatically on your website after a browser refresh.
Click Save when you are finished.

What to do next: Ensure your agents know how to use the shared inbox to respond to incoming webchat inquires.

GoTo Connect

GoTo Meeting

GoTo Webinar

GoTo Room

GoTo Training

OpenVoice

Grasshopper

join.me

GoTo Resolve

GoTo Resolve MDM

Pro

Central

Rescue

GoToMyPC

GoToAssist

Hamachi

RemotelyAnywhere