Use the widget editor to configure what customers see and when the widget is available.

  1. Open Settings → Channels → Widget and select the widget.
  2. In the Widget tab, open Appearance to configure Home content, primary colors, and the launcher.
  3. Open Copy to edit customer-facing text.
  4. Open Behavior and choose All users, User Segment, or Specific users for the audience.
  5. Set Page visibility to Any page or Selected URLs. Configure the URL rules if you select specific pages.
  6. Under Navigation tabs, choose the Default tab and arrange the visible tabs.
  7. Review Product features and enable the experiences your application uses.
  8. Save and test the widget with a matching user on a matching page.
Widget Behavior settings with audience, page visibility, navigation tabs, and product features
Widget Behavior settings with audience, page visibility, navigation tabs, and product features in the Atlas Cloud demo workspace.

Available navigation tabs are Home, Changelog, Feedback, Help, Roadmap, and Messages. Product-feature controls include Tours, Checklists, Surveys, Analytics, and Session recording. A setting does not grant a feature that your workspace cannot access.

If the widget does not appear, check its audience and page rules before changing its appearance.

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