Chat Widget – Snapshot Support

Modified on Thu, 7 May at 6:18 AM

Summary:

Chat Widget configurations can now be included in Snapshots, allowing users to replicate widget setups across accounts with proper handling of account-specific dependencies like WhatsApp numbers, Voice AI agents, and integrations.

What's New?

1. Chat Widget support in Snapshots

Replicate chat widgets (Email/SMS, Live Chat, WhatsApp, Facebook, Instagram, Voice AI, All-in-One) across accounts.

2. Smart dependency handling

WhatsApp numbers: mapped if available, else left empty
Voice AI agents: auto-selected if available in target account
Media assets: migrated dynamically
Account-level fields (locale, country, company details): auto-mapped

3. Graceful fallback behaviour

Widgets are created even if dependencies (WhatsApp, FB/IG, Voice AI) are missing
Fallback state shown (e.g., widget unavailable)
Save / Get Code actions disabled when required setup is incomplete
Helper tooltips guide users

4. Controlled custom field behaviour

Custom fields are not auto-created during snapshot load
Users must explicitly include them to avoid conflicts

How to Use?

Go to Account Snapshots
Create a snapshot from a source account
Include Chat Widget in snapshot assets
Load the snapshot into a target account

5. Open Sites > Chat Widgets in the target account, you'll see the source account widgets present

6. Complete any missing integrations (if required) and use it on any digital property

Why This Feature?

Reduces onboarding time for users.
Enables reuse of chat widget configurations across accounts.
Maintains consistency in communication setup.
Handles account-specific dependencies safely without breaking setup.

Notes:

Widgets may require manual setup if dependencies are missing.
WhatsApp numbers, FB/IG connections, and Voice AI agents are account-specific.
Snapshot load does not guarantee publish-ready state without required integrations.