Perform the following steps to configure general settings:

1. On the General tab, in the Name field, enter the name of the connection.
2. In the Appearance section, from the Primary color palette, pick a color for the new chat widget.
   Result: The system applies the selected color to the chat header and icons.
3. In the Chat headings section, perform the following steps:
   1. In the Language list, select the language of your choice.
      Note: In order to add more languages, select the languages in the Support languages list on the Configuration tab of your Digital Messaging interface.
   2. In the Chat heading field, enter the text that should display on the chat header.
4. Click Save. The system displays the message Chat account successfully created.
   Note: When you save the changes, the system displays the connection name above the settings tabs. The system also shows the Sound notifications and Company logo sections and makes the additional tabs available when you click Save.
5. Configure sound notifications when messages arrive in the chat window by performing the following steps:
   1. In the Sound notifications section, in the Choose when to play list, select Don't Play Sound Notifications, Play On Every Message, or Play Only When Not Visible.
   2. If you selected to play a sound for every message or only when the chat window is not visible, in the Select sound list, select one of the predefined sounds.
   3. To hear the audio of the selected predefined sound, click the Play icon.
6. In the Company logo section, perform the following steps for the company logo to appear on the Web Messaging chatbot header:
   1. To display the company logo on the Web Messaging chatbot header, select the Display company logo check box.
      Note: Uncheck the check box if you do not want the company logo to appear in the Web Messaging chatbot header.
   2. To upload the image of the company logo, click Upload Image.
      Note: The image must be square, with a file size of 500kb maximum. Supported image types are: jpg, jpeg, and png.

      If an image already exists, uploading a new image replaces the old image.

      Note: To delete the Web Messaging connection, click Delete connection.
7. In the Widget configuration section, toggle the settings of the following features to control their display in the widget:
   1. To display the emoji picker in the Web Messaging, select the Enable emojis check box.
      When disabled, the emoji icon will not appear below the reply box in the web messaging widget, and customers will be prevented from using it to choose emoticons to add to their messages.
   2. To control the display of Powered by Pega in the widget footer, select the Display Powered by Pega check box.
   3. To display a typing indicator in the chat window to users before the system sends the chatbot response, select the Display typing indicator checkbox.
   4. Configure the widget position and button type on the webpage:
      1. In the Widget position list, select the position on the webpage where you want to display the widget.
      2. In the Widget button type list, select the button type for the widget.
      3. If you select a text button type, in the Text orientation list, select the text orientation.
      4. If you select a text button type, in the Button text field, enter a label for the button, and then click Save.

In the above figure, when the CSR clicks the Context button, the system presents the CSR with the customer's general information in an overlay with fields for their IP address, device, and the current page. The CSR also receives customized values, such as First Name and Last Name, which helps the CSR identify the customer. The CSR admin can also configure customized values such as the Contact reason, so that the CSR can deduce the reason why the customer approached the contact center before their conversation. For example, a customer wants to book a flight on an airline website. In that case, the admin can configure the following fields in context data to obtain the customer information before any conversations occur:

• Departure airport: BOS
• Destination airport: HEL
• Trip type: Round trip
• Reason for chat: Need assistance in booking a ticket

1. In the Allowed domains section, in the New domain field, enter the URL of the website that is valid to render the new chat widget, and then click Add. The system displays the website under Domains.
   You can add more than one domain to the Allowed domains section. Adding the domains here validates that the websites can securely render the Web Messaging widget on their web pages. The widget will not load on any websites except for the sites configured in this section. If you do not enter any domain, or enter "*", the Web Messaging widget renders on any website.
2. In the Allowed cookies section, in the New cookie field, add the cookie that allows passing information between your website and the Pega Customer Service implementation, and then click Add. The system displays the newly-added cookie under Cookies.
   You can add more than one cookie to the Allowed cookies section.
3. In the JWT Secret section, click Show JWT Secretto view the token.
   You can use JWT API token to sign requests while exchanging private data.

1. On the Installation tab, in the JavaScript section, click Copy to copy the code and paste it above the </body> tag on each webpage where you want the Web Messaging widget to appear.

   

   

2. Close the window.