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Chat Widgets

Manage reusable chat widget templates tied to commerce actions (Shopify, WooCommerce, etc.): enable, create, edit in the builder, or delete.

Open Settings → Chat Widgets.

What templates are

Templates are saved layouts for the widget home experience (blocks, stacks, headings, product grids, conditional sections). They are often bound to an action (for example a store integration) so merge tags can pull live data. They complement, but are not a replacement for, per-channel Chat settings (appearance, install snippet, routing).

Template list

Each row typically shows:

  • Name and provider (Shopify, WooCommerce, Magento, …)
  • Enabled toggle: disabled templates are not offered where the product selects a template
  • Actions: Edit (opens the builder), Delete

Use Create to start a new template: you choose a name, action (which loads merge tag hints), and whether to seed from a default layout or start blank.

The visual builder is intended for desktop. On narrow screens the app may ask you to use a larger viewport.

Opening the builder

Edit navigates to /settings/chat-widgets/{templateId}. New flows may use /settings/chat-widgets/new with query parameters for name, provider, and action. See Chat widget builder for the canvas, block library, and save flow.

Troubleshooting

If templates fail to load with a 503 and a message about a missing chat_widget_templates table, your environment needs database migrations (operator-facing); merchants on production should not see this.

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