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How To Set Up the All-in-One Chat Widget in Tekmatix

How To Set Up the All-in-One Chat Widget in Tekmatix

November 28, 20254 min read

How To Set Up the All-in-One Chat Widget in Tekmatix

Combine Live Chat, Email, and WhatsApp into one seamless experience for your customers.


Overview

The All-in-One Chat Widget in Tekmatix lets you bring all your customer communication channels — Live Chat, Email, and WhatsApp — into a single, unified widget.

Instead of managing separate chat tools, your visitors can easily choose their preferred method of communication without leaving your site. This gives your business a more professional appearance and helps your team manage all messages from one central location.

All in One Chat


Why the All-in-One Chat Widget Matters

In today’s fast-paced digital world, customers want convenience. The All-in-One Chat Widget ensures your business can:

  • Provide flexibility: Visitors can choose to chat live, email, or message via WhatsApp — all from one interface.

  • Keep your brand consistent: Unified design and color scheme for a professional look.

  • Simplify management: Handle every chat from one place in Tekmatix — no juggling between apps.

  • Increase conversions: Quick, accessible communication builds trust and encourages leads to reach out instantly.


Prerequisites

Before setting up your All-in-One Chat Widget, make sure:
✅ You have permission to create or edit chat widgets in your Tekmatix account.
✅ You have an active WhatsApp number (if you want to enable WhatsApp Chat).


Step-by-Step Setup Guide

Step 1 | Go to the Chat Widget Section

  1. Log in to your Tekmatix account.

  2. From the left-hand menu, navigate to Websites & Funnels → Chat Widget.

    Websites & Funnels → Chat Widget.
  3. Click Create New Widget and select All-in-One Chat from the list of chat types.

    All in One Chat

💡 Tip: If you don’t see “All-in-One Chat,” refresh or log out and log back in to ensure your account has the latest updates.


Step 2 | Select Communication Channels

You’ll now choose which communication channels to include in your widget.

  • Live Chat — Always available for real-time messaging.

  • Email Chat — Let visitors send an email directly through the widget.

  • WhatsApp Chat — Available only if you have a verified WhatsApp number connected to your Tekmatix account.

    Select Chat Type

If your WhatsApp number isn’t connected, you can still proceed with Live Chat and Email Chat — WhatsApp will remain hidden until activated.


Step 3 | Customize Your Widget Settings

General Settings:

  • Enter a Widget Name (e.g., “Main Website Chat”).

  • Choose a Widget Color that matches your brand.

    Customize Widget Settings

Channel Settings:

  • Live Chat: Set your display name (e.g., “Support Team”) and customize greeting and offline messages.

    Live Chat Settings

  • Email Chat: Add a friendly message and adjust form fields like name, email, and message.

    Email Chat Settings

  • WhatsApp Chat: Confirm your WhatsApp number and add a short greeting message.

Initial Message:
Set the first message visitors see, such as:

“👋 Hi there! How can we assist you today?”

initial message


Step 4 | Save and Preview

Once everything looks good, click Save to store your settings.

Then, use Preview to test how the widget appears on your website. Ensure each channel (Live Chat, Email, WhatsApp) works properly.


Using the All-in-One Chat Widget

Switching Between Channels:
Visitors can switch between channels using the Back button at the top of the chat.

Switching Channels

Active Conversations:
Chats stay active until they are manually closed by your team or automatically ended after inactivity (based on your settings).

Contact Fields:
When using Email or WhatsApp chat, the widget automatically displays fields to collect visitor information (like name and message).

Contact Form Fields


Sample Scenario: Streamlining Customer Communication

Goal: Create a simple way for visitors to reach your support or sales team, no matter their preferred contact method.

Example Setup

  1. You add the All-in-One Chat Widget to your Tekmatix website’s footer.

  2. You enable Live Chat for quick questions, Email Chat for detailed messages, and WhatsApp for mobile users.

  3. Your greeting message says:

    “Hi there 👋! Need help with pricing or support? Choose your preferred way to chat below.”

  4. A visitor browsing your pricing page clicks the widget.

    • They start with a Live Chat, ask a question, and then later switch to WhatsApp for ongoing updates.

  5. All messages appear in your Tekmatix Conversations inbox — making it easy for your team to follow the full interaction history.

Result: You deliver a smooth, multi-channel experience without switching tools — all managed inside Tekmatix.


Frequently Asked Questions

1. What if I don’t have a WhatsApp number?
You can still use the widget with just Live Chat and Email Chat. WhatsApp Chat will remain hidden until you connect a valid number.

2. Can I use different colors for each channel?
No, the widget uses one consistent color scheme to maintain a unified brand experience.

3. Do I need admin permissions to set this up?
Anyone with access to Websites & Funnles → Chat Widget can create and configure widgets. Contact your admin if you can’t see this option.

4. How do I end a chat session?
Sessions can be ended manually from the Conversations panel or automatically after a set period of inactivity.


Troubleshooting

Troubleshooting Tips

In Summary

The All-in-One Chat Widget in Tekmatix helps you provide customers with flexibility and convenience by merging Live Chat, Email, and WhatsApp into one beautifully designed interface.

Whether your customers prefer texting, emailing, or chatting in real time — this widget ensures every interaction feels simple, consistent, and on-brand.

Set it up once, and make your website a true hub for instant, multi-channel engagement.


Tekmatix All-in-One ChatTekmatix Live ChatTekmatix WhatsApp IntegrationWebsite Chat WidgetMulti-channel Support TekmatixUnified Chat Widget
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