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Settings & AdminWeb Widget & Embeds

Web Widget & Embed Customization

The Omniflow Web Widget allows customers to chat with your AI agents and human support team directly from your website or web application. You can customize every aspect of the widget to match your company’s branding.


Quick Embed Installation

Add this code snippet just before the closing </body> tag on every page of your website:

<script async src="https://cdn.omniflow.io/widget.js" data-workspace="your-workspace-slug"> </script>

Customizing Widget Appearance

Configure your widget under Settings → Channels → Web Chat:

SettingOptionsDescription
Primary Brand ColorHex Code (e.g. #007AFF)Sets the color of the chat bubble, header bar, and send button.
Launcher StyleFloating Icon, Text Pill, Minimal CircleChoose how the chat button appears in the bottom corner.
PositionBottom Right (Default), Bottom LeftPosition on the screen with customizable offset padding (px).
Custom Company LogoPNG, SVG, JPG (120x120px)Displayed in the chat header and beside AI agent replies.
Greeting MessageCustom Text”Hi there! How can we help you today?”

Pre-Chat Data Capture Forms

Require visitors to provide basic contact details before starting a conversation:

  1. In Widget Settings, turn on Pre-Chat Form.
  2. Select mandatory and optional fields:
    • Name & Email: Automatically creates or links a customer profile in Contacts.
    • Order Number / Account ID: Looked up in your CRM or Shopify store immediately.
    • Department Selector: Routes the chat directly to Billing, Technical Support, or Sales.

Proactive Chat Greetings

Engage website visitors automatically based on their browsing behavior:

Trigger ScenarioExample Behavior
Checkout Page HesitationIf a customer spends over 45 seconds on /checkout, open a friendly prompt: “Have questions about shipping or payment methods?”
Pricing Page ComparisonIf a visitor views /pricing for 30 seconds, trigger: “Looking for an enterprise quote? Chat with our sales team.”
Returning Customer WelcomeGreet logged-in users by first name with their recent order status.

Authenticated User Identity (JWT)

To securely pass logged-in user credentials from your SaaS portal or mobile app:

  • Generate a user identity JWT signed with your workspace secret.
  • Pass the token when initializing the widget:
window.OmniflowWidget.init({ workspace: "your-workspace-slug", userToken: "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9..." });

Authenticated mode prevents impersonation and lets customers view past conversation history across sessions and devices.


If you want to…Read
Assign AI agents to your widgetBuilding Agents with Wayfinder
Set business hours for live chatSLA & Business Hours
Connect WhatsApp and SlackMessaging Integrations