---
title: "Chat Configuration Tips"
slug: "chat-configuration-tips"
description: "Learn the best ways to maintain Glap App. Visit Gladly Help Docs to learn more."
updated: 2026-04-02T05:54:55Z
published: 2026-04-02T05:54:55Z
canonical: "help.gladly.com/chat-configuration-tips"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gladly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Chat Configuration Tips

## Designing Chat

- You can set the look and feel of your Chat to conform to brand guidelines and preview while [configuring Chat](/docs/create-and-configure-glad-app).
- Chat automatically sets ADA-compliant text colors.
- We recommend configuring Chat to display on the bottom right-hand side of your site using the chat icon.
- We recommend using the default Gladly minimized icon. Still, if you'd like greater control over this design, you can code a custom button on your website to call the[Chat API](https://developer.gladly.com/sidekick/).

## Configuring Chat

Chat is designed to give you control over how it looks and behaves. Below is a short list of suggestions for configuring certain parts of Chat. Use the illustrations on the configuration page to help you visualize what you're configuring.

### **Chat Hours**

- Chat is hidden on days marked as "closed." Mark non-support days if you have any.
  - Self-service content will remain available after hours but without the option to chat.

### **Minimized Chat Button**

- Use the icon option. If you choose text, keep the text short.

### **Greetings**

- Greeting messages are pre-populated with a recommended text.
- If **Onboarding** is enabled and you are asking for a Customer's email to start chat, we recommend that your message contain wording stating that the Customer's email will not be used for any purpose other than finding their profile/account.

### **Chat Unavailable Message (HTML or Plain Text)**

This is the text displayed when Customers click on the chat icon outside your normal operating hours or if chat is unavailable/throttled. It can be configured using**plain text**or **HTML**.

> [!NOTE]
> **Embed a web form**
> 
> [Embed webforms](https://help.gladly.com/docs/embed-a-web-form-in-sidekick) like Jotform or Formstack in the Message text box.

#### **HTML**

To create a structure for the displayed text, you should use HTML. ![Contact options for assistance, including text, email, and phone support hours.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/image-1775109258265.png)

The HTML for the text above will look like the code below. This is what you would enter in the text field:

```xml
<h3>👋 We are here to help. </h3>
<p>
We make it easy for you to contact us on whichever channel you prefer! 
Just like if you were talking to a friend.
</p>
<p style="font-weight:bold !important">Quickest Ways to Reach Us</p>
<p><a href="sms://+15555551234">Send us a text message</a></p>
<p><a href="mailto:test@test.com">Shoot us an email</a></p>
<hr />
<p>Phone Hours 9AM - 6PM EST</p>
<a href="tel:123-456-7890">Call Us</a>
```

MarkupCopy

Use a tool like [HTML Code Editor](https://htmlcodeeditor.com/) to test and preview your code.

#### **Plain Text**

If you use plain text, just enter the text in the field. Chat will display the message in plain text.

![Message indicating missed chat opportunity and encouraging future contact for assistance.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/HTML.png)

## Proactive Chat

[Proactive Chat](https://help.gladly.com/docs/what-is-proactive-chat) allows Chat to initiate a note or message to your website visitor proactively.

- Configure Proactive Chat on **pages that generate the most customer questions** (e.g., product comparison page)
- Open Chat proactively within **30 seconds** to keep your Customer engaged.
- Proactive Chat will open Chat on **mobile**and **desktop.**

### Custom icon

Set up and configure a custom icon for Proactive Chat using the information below:

- [API information](https://developer.gladly.com/sidekick/Gladly.html#~applyCampaign())
- [Chat Event](https://developer.gladly.com/sidekick/Gladly.html#event:campaign:triggered)
- [Setup](https://github.com/gladly/sidekick-examples/tree/master/docs/custom-proactive-chat)

## Automatic Chat authentication

Have Chat [automatically recognize and authenticate](https://help.gladly.com/docs/glad-app-automatic-onboarding) Customers if logged into their web account. If they use Chat, they won't be asked for their name or email address.
