If you'd prefer to have a tech specialist help set up your account for you.

Web & Tech Solutions

Essentials/Pro Plan

Pro Plan

Essentials / Pro Plan

Step 3 - Install Webchat + Add Team Members

Written Instructions

In this step we will accomplish the following:

  1. Install Webchat On Your Website

  2. Add Team Members

1. Install Webchat On Your Website - To Convert Website Visitors Into Hot Prospects


• Login To Your Indigoflowz Account

• Click on 'Chat Widget' (Left hand menu near the bottom)

• Customize Chat Widget (If Desired - Default Messages Work Great)

• Click on 'Get Code' button (Top Right)

• Click 'Copy Code' button

• Paste code into 'Body' or 'Footer' section of your website

• Congrats! You did it 🚀


Alternatively, if you do not have access to your website, do the following...


• Login To Your Indigoflowz Account

• Click on 'Chat Widget' (Left hand menu near the bottom)

• Customize Chat Widget (If Desired - Default Messages Work Great)

• Click on 'Get Code' button (Top Right)

• Click 'Copy Code' button

• Paste Code in an email and send to your web developer/IT person

• Tell them to paste the code into the 'Body' or 'Footer' section of your website

• Congrats! You did it 🚀

2. Add Team Members - To Assist With Customer Communication


• Login To Your Indigoflowz Account

• Click on 'Settings' (Left hand menu at the bottom)

• Click on 'Team Management' (Top Menu - 4th tab from the left)

• Click 'Add Employee' (Far Right Green Button)

• Input Team Members Details + User Role & Permissions

• Click 'Save'

• Congrats! You did it 🚀

Web & Tech Solutions

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