BoldChat Help Center

New to BoldChat? Start Here!

Looking for the quickest way to get started with BoldChat?

All you need is the operator client and a sample/test HTML page.

This "quick start" gives you a taste of what you can do with BoldChat. All you are doing here is implementing a fixed-position chat button with default settings for all options. Full implementation requires a deeper level of understanding and more effort depending on your needs. But if you want to dig in right away, then follow these simplified steps. Don't try to understand too much at this point. Just plow forward and worry about the details later.

  1. From the main menu of the operator client, go to Setup > HTML > Generate Chat Button HTML The Generate Chat Button HTML window is displayed.
  2. Without changing any settings, click Copy to Clipboard.

    The HTML snippet is copied to your clipboard.
  3. In a text or HTML editor, open your sample/test page of HTML, locate the last </body> tag, and paste the HTML snippet to the page before the final </body> tag.
  4. In a browser, open your sample/test page of HTML. You should see the default BoldChat chat button.
That's all there is to it. You can chat with yourself and explore BoldChat.

Explore the rest of the Help site to learn more about what you can do.

Tip: Are you the type who likes to read and understand before you use a tool? Then look for topics labeled Building Block to learn about the fundamental concepts at the heart of BoldChat. Otherwise, this Help site uses a task-based approach. That means you should be able to search for goals you want to achieve and find step-by-step instructions to guide you.