Configure

Appearance

Configure the appearance and messages of your Helply agent.



#Let's do it together!

#Step 1: Open Configuration

Navigate to Configure on the left side of the dashboard.



#Step 2: Select Appearance

Select Appearance to begin customizing your Helply agent's look.



#Step 3: Preview Changes

Keep an eye on the preview window on the right to see all your changes.



#Step 4: Change Display Name

Change the display name in the provided field if needed.



#Step 5: Set Welcome Message

Adjust the welcome message and add emojis if necessary using the Format toolbar.



#Step 6: Add Follow Up Message

Add a follow up message if you want it to appear after your welcome message.



#Step 7: Customize Image Input

Set the Image Input placeholder text that appears before user input in the widget.



#Step 8: Upload Avatar

Click the Upload button to add or remove your avatar image.



#Step 9: Adjust Position

Change the Position of the widget from bottom left to bottom right of the screen.



#Step 10: Set Offset

Adjust the horizontal and vertical offset of the widget on your website.



#Step 11: Configure Z Index

Change the Z index to adjust the layering of the widget.



#Step 12: Select Icon Image

Select or upload a custom image for the widget icon.



#Step 13: Edit Icon Text

Adjust or add text in the widget icon and set its position.

TIP: Leave the Icon Text field empty to disable Icon Text. Remember to save your changes!



#Step 14: Change Widget Theme

Set the widget theme to Light or Dark mode for customers.



#Step 15: Adjust Colors

Change the icon color, background color, and message box colors as needed.



#Step 16: Show Sources Toggle

Click the toggle to display reference links in the agent's responses.