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myCRMSIM Dashboard

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How to Create a Chat Widget in myCRMSIM

Overview

The Chat Widget is a small chat bubble that sits in the corner of your website. When a visitor clicks it and sends a message, myCRMSIM automatically creates or updates their contact record and delivers the conversation to your Conversations inbox. Your team replies by SMS — no live agent required on the website side.

What happens when a visitor chats:

1. Visitor fills in their name, mobile number, and message on your website
2. A contact is created (or updated) in your workspace
3. An optional auto-reply SMS is sent to the visitor confirming receipt
4. The conversation appears in your Conversations inbox
5. You reply from myCRMSIM — the visitor receives your reply by text message
6. The "Chat Started" trigger fires any connected automation
Step 1 — Go to Lead Capture
  1. Log in to myCRMSIM at app.mycrmsim.com
  2. In the left sidebar, click Lead Capture
  3. Click the Chat Widget tab at the top of the page
  4. Click + New Chat Widget
Step 2 — Fill in the Appearance Settings
These settings control how the chat bubble looks to your website visitors.

Field

What to Enter

Example

Name (internal)

A name only you see in the dashboard — not shown to visitors. Max 191 characters.

Homepage Chat, Contact Page Widget

Greeting

The bold headline shown at the top of the chat panel when a visitor opens it.

Hi there 👋, How can we help?

Intro text

A short sentence below the greeting explaining what to expect.

Leave us a message and we'll text you back as soon as we can.

Bubble & accent color

The color of the chat bubble and header. Enter a hex code or use the color picker.

#2563eb (blue), #16a34a (green)

Tip: Keep the greeting short and friendly. The intro text should set the right expectation — visitors will receive your reply by SMS, not inside the chat window.
Step 3 — Configure Visitor Details

Field

Options

Notes

Mobile number

Always required

Cannot be turned off — this is how replies are delivered

Email field

Don't ask / Optional / Required

Choose based on your lead capture needs

Tags applied to chatting contacts

Enter one or more tags

e.g. website-chat, hot-lead — these tags are automatically added to every contact who chats through this widget

Step 4 — Set Up Auto-reply Text
The auto-reply is an SMS sent to the visitor immediately after they submit the chat form. It confirms their number is working and moves the conversation to their phone.
  • Toggle ON (recommended) — visitor receives an SMS right away
  • Toggle OFF — no automatic SMS is sent
Default auto-reply message:
"Thanks for reaching out! We got your message and will text you back shortly."
You can edit this text to match your brand voice. Keep it short and reassuring.
Important: The auto-reply is sent through your standard message routing. Make sure your workspace has an active device or SIM connected before enabling this.
Step 5 — Configure Spam Protection (Optional)

Field

What it Does

When to Use

Allowed websites

Restricts the widget to only accept chats from specific domains

Enter yoursite.com if you only want chats from your own website

Daily chat limit

Caps the number of new chat sessions per day

Default is 500. Lower this if you want to limit volume

Step 6 — Check the Preview
The Preview panel on the right side of the page updates live as you fill in the settings. It shows exactly how the chat bubble and panel will appear to your website visitors. Confirm the greeting, intro text, and color all look correct before saving.
Step 7 — Save the Widget
  1. Make sure the Active toggle at the top is turned ON
  2. Click Create Widget
  3. Your widget is now created and you will be taken back to the Chat Widget list
Step 8 — Get the Embed Code
  1. On the Chat Widget list page, find your newly created widget
  2. Click the embed icon (the < > icon) in the Actions column
  3. Copy the embed code — it looks like this:
    HTML
    <script src="https://backend.mysmsgateway.app/embed/chat.js" data-chat="YOUR_WIDGET_ID" async></script>

Paste this code into the <head> or just before the closing </body> tag of every page on your website where you want the chat bubble to appear

Note: Each widget has a unique data-chat ID. Do not mix up embed codes from different widgets.

      Step 9 — Test Your Widget
      Before going live, test the widget to confirm everything is working:
      1. Open your website (or paste the embed code into a test HTML page )
      2. Click the chat bubble in the bottom-right corner
      3. Fill in a test name, your mobile number, and a message
      4. Click Start chat
      5. Check that:
      • The auto-reply SMS arrives on your phone ✅
      • A new contact appears in myCRMSIM → Contacts ✅
      • The conversation appears in myCRMSIM → Conversations with a Web Chat badge ✅
      Managing Your Widgets
      From the Chat Widget list page you can

      Action

      How

      Edit

      Click the pencil icon to update any setting

      Toggle ON/OFF

      Use the Active switch to enable or disable the widget without deleting it

      View chat count

      The Chats column shows how many conversations have come through

      Get embed code

      Click the < > icon to copy the embed script

      Delete

      Click the trash icon to permanently remove the widget

      Note: Turning a widget OFF means new chats will show a "Chat unavailable" message to visitors. Existing conversations are not affected.
      Connecting to Automations
      Once your widget is live, you can trigger automations whenever a visitor starts a chat using the Chat Started trigger.
      How the Chat Started Trigger Works
      When a visitor submits the chat form on your website, myCRMSIM fires a Chat Started event. This event carries the visitor's contact data (name, phone, email if collected, tags) so your workflow can act on it immediately.
      Important: The Chat Started trigger fires once per chat session — when the visitor first submits the form. Follow-up messages sent in the same session do not re-fire the trigger.
      Setting Up a Chat Started Workflow
      1. Go to Automations in the left sidebar
      2. Click New Workflow
      3. In the trigger palette, find Chat Started (shown as a sky-blue card under Triggers)
      4. Click the trigger to open its properties panel
      5. Choose one of two options:

      Option

      When to Use

      Specific widget

      Workflow fires only when a chat starts on the widget you select — useful when different pages need different follow-up sequences

      Any widget

      Workflow fires for every chat started across all your widgets — useful for a single universal follow-up

      Add your actions after the trigger. Common examples:

      Action

      What it Does

      Add Tag

      Automatically tag the contact (e.g. new-lead, website-chat)

      Send SMS

      Send an immediate follow-up message to the visitor

      Add to Pipeline

      Move the contact into a sales pipeline stage

      Assign to Team Member

      Route the lead to a specific person

      Send Internal Notification

      Alert your team that a new chat lead came in

      Click Save and make sure the workflow is set to Active
      What Happens When Both Triggers Apply
      If a visitor chats for the first time (new contact), two triggers can fire together:
      • Contact Created — fires because a new contact was created
      • Chat Started — fires because a chat was initiated
      If the same visitor chats again later (existing contact), Contact Updated fires instead of Contact Created, but Chat Started fires again for the new session.
      If the Automations Backend is Unavailable
      The Chat Started trigger is fire-and-forget — if the automations service is temporarily unavailable, the visitor's contact and conversation are still saved correctly. The trigger will log a warning but the chat experience is never affected.
      Frequently Asked Questions

      1. Will visitors see my replies inside the chat widget?

      • No. The chat widget is an SMS bridge — visitors send their message on your website, and your replies are delivered to their phone by SMS. This is by design.

      2. Can I have multiple widgets for different pages?

      • Yes. Create a separate widget for each page or use case (e.g. one for your homepage, one for your pricing page). Each widget gets its own embed code and tracks chats independently.

      3. What if I don't have message routing set up?

      • The auto-reply will silently fail if there is no active routing in your workspace. Make sure you have a connected device or SIM before enabling auto-reply.

      4. Can I restrict the widget to my website only?

      • Yes. Enter your domain in the Allowed websites field under Spam Protection. Chats from any other domain will be blocked.

      5. Does the widget work on mobile websites?

      • Yes. The chat bubble is fully responsive and works on all screen sizes.
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