How to customize the behaviour of your Live Chat

Luca Micheli
Written by Luca MicheliLast updated 3 years ago

You can customize the configuration and behavior of your messenger. It will allow you to adjust the live chat to your business needs.

What can I customize and how do I do it?

You can customize the following:

  • Add your company message to the home screen of your live chat.

  • Add Privacy URL to your live chat.

  • Change the language of the live chat.

  • Track messenger events on Google & Facebook Analytics.

  • Enable or disable new incoming conversations.

  • Require an email to start a new conversation

  • Continue your conversation via email

  • Show messenger to visitors

  • Show messenger to users

First thing first, go to the "General settings" under "Messenger" in the Project setting.

  • Introduce your company's mission to the world. This message will be shown on the messenger home screen.

  • To add a Privacy URL, click on the input field and add your URL.

    Note: it is important to add your Privacy Policy URL to the live chat since you work with customers and process their information. The URL will appear before a conversation starts with your leads.

    Interested in Customerly Privacy Policy? Check it out here.

  • To change the language of the live chat, click on the button and select a language from the drop-down menu.

    Remember: the live chat adapts to the browser language of your customers, so if a customer's browser is in Italian, the live chat will be in Italian. To change the localization (multilingual function) of the live chat, simply select a default language from the list.

    If you want to see if your live chat adapts to the browser language, read this article.

  • You can track messenger conversions as the new lead acquisitions or new conversations opened on Google Analytics and Facebook. Switch a toggle to the right as shown on the screenshot.

  • If you want to accept new incoming conversations from the customers, enable them by switching a toggle to the right.

  • If you want to ask for the email address of your new leads, switch a toggle to the right.

    Note: we highly recommend you to ask for the email address of your leads before starting a new conversation. This way you collect your leads' emails and will be able to reach out to them later.

  • If a person goes offline while chatting, we will send an email automatically after some time. To select a time frame you want to send your message as an email, click on the button and select your time frame. In our case, it's 5 minutes.

  • Switch a toggle to the left if you want to hide the live chat for all the visitors to your website.

  • Switch a toggle to the left if you want to hide the widget for all your users.

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