--- 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

👋 We are here to help.

We make it easy for you to contact us on whichever channel you prefer! Just like if you were talking to a friend.

Quickest Ways to Reach Us

Send us a text message

Shoot us an email


Phone Hours 9AM - 6PM EST

Call Us ``` 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.