Configure the in-app widget that customers use to open Userorbit content and support.

Open widget settings

Go to Settings → Channels → Widget and select Default widget or the widget you want to configure. The editor has Widget and Setup tabs.

Configure the widget

In Widget, use these panels:

  • Appearance: configure Home content, primary light and dark colors, and the launcher. Home options include Show logo, Docs search, Chat with us, Requests, and What's new.
  • Copy: edit the customer-facing text.
  • Behavior: configure the audience, page visibility, navigation tabs, default tab, and product features.

Only enable features configured for your workspace. Review the preview and save your changes.

Install

Open Setup and copy the installation code for this widget. Install it once in your application shell.

Test

Test with a known contact in your application. Check desktop and mobile layouts, a matching and non-matching page, and each enabled navigation tab.

Use userorbit.openWidget(options) and userorbit.closeWidget() for a custom launcher after the SDK initializes.

Widget Appearance settings with Home content, primary colors, and launcher controls
Widget Appearance settings with Home content, primary colors, and launcher controls in the Atlas Cloud demo workspace.

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