Overview
Learn what the Website Channel adds to Zappilo, including pre-chat forms, AI replies, rich results, meetings, and unified inbox handling.
Before You Start
- Website Channel module access for the tenant.
- An organization that will own the widget and its conversations.
Steps
1. Create branded widgets
Tenants can create and manage multiple organization widgets with allowed domains and an installation snippet.
2. Collect visitor information
The optional or mandatory pre-chat form uses protected Name, Email, and Phone fields and supports tenant-defined custom fields.
3. Use AI and business data
Website conversations can use Zappilo AI, available meeting slots, appointment booking, and eligible property or product discovery.
4. Continue on WhatsApp
Configured actions can move an eligible website visitor to the tenant's WhatsApp channel.
5. Work from one inbox
Website and WhatsApp sessions appear together in Chat with channel-specific icons.
6. Notify visitors and tenants
The widget shows unread activity for tenant replies, while tenant lead and meeting notifications follow configured recipients.
Recommended Practices
- Verify each allowed domain after installation.
- Keep routing, AI mapping, and opportunity assignment responsibilities distinct.
- Review Website Channel plan usage before adding more active widgets.
What Happens Next
The Website Channel extends Zappilo's customer communication and lead workflows without creating a separate inbox for agents.
Frequently Asked Questions
Does Website Channel require a separate chat page?
No. Website and WhatsApp conversations are managed together in the unified Chat page.
Can the widget show products or properties?
Yes, when eligible catalog or property data exists in the tenant account and the related module is enabled.