Live chat on your website
Put a chat bubble on your website: visitors' messages become conversations in the CRM (and leads), and you reply from an inbox. Built by us, with no external accounts.
Live chat is a widget you paste onto your website. A visitor opens the chat bubble and sends messages; each conversation appears on the CRM's Support screen, where an agent reads and replies. When the visitor leaves an email, the CRM automatically creates a Lead and links it to the conversation.
It is built by us: there is no external account or third-party service to contract. The only "requirement" is pasting a small code snippet onto your site. The feature starts out inert: nothing appears on your site until you generate the widget and enable it.
Prerequisites
- No external account or credential: the widget is built by us.
- Access to edit your site's HTML (or a "custom HTML" plugin/block in WordPress) to paste the <script> snippet.
- In Sellio, being an administrator to generate the widget and enable it under Settings → Integrations.
How to enable
- Open Settings → Integrations and go to the "Live chat" card.
- Click "Generate widget" to create the widget's address (a unique, opaque token).
- Copy the <script ... async></script> snippet and paste it into your site's HTML, before </body>, on every page where you want the chat.
- Click "Enable". From then on the chat bubble appears on your site.
How to reply
Open the Support screen (in the main menu). On the left are the open conversations, most recent first; click one to read the history and reply. The visitor's conversation updates on its own. When you finish, use "Close". If the visitor writes again, the conversation reopens.
Privacy and security
- The widget token is opaque and identifies only your CRM; it does not expose data.
- Messages are isolated by organization (one site never accesses another company's conversations).
- All received text is size-limited and has its HTML neutralized (it is not possible to inject code through the bubble).
- If you need to invalidate the current widget, use "Generate new token", and the old snippet stops working.
How to test
- After pasting the snippet and enabling, open your site and reload the page; the chat bubble should appear.
- Send a message as a visitor and, optionally, leave an email.
- Open the Support screen in the CRM and confirm the conversation appeared; reply and watch the response arrive in the bubble. If you left an email, check that a Lead was created.
Troubleshooting
- The bubble does not appear on the site: confirm the snippet was pasted before </body> on every page and that the integration is "Enabled". Check the browser console for script loading errors.
- It appears but messages do not reach the CRM: the widget token may have changed (you clicked "Generate new token"), so copy the updated snippet and replace it on the site.
- Replies are slow: the widget checks for new messages by polling (every few seconds); a small delay is expected.
- I want to turn off the chat: use "Disable" on the card, or remove the snippet from the site.