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Settings

In the Settings Tab, you can configure various aspects of your myGenie widget. These are separated into sections:

Settings

Overview

  • Widget Name: The name you use internally for this widget. It is only for internal purposes, to distinguish this widget from others in the dashboard.

  • Widget Status: Toggle the status of your widget (enable/disable). Selecting "off" keeps the widget inactive from your website but preserves its settings.

    ❗️ This is an important button, as it allows you to easily disable the widget if you don't want visitors to interact with it, without the need to uninstall it.

Sources

  • Knowledge Scope: Select the Workspaces whose data you want to chat about. myGenie needs to have the right knowledge and information to answer customer questions. Click here to find out more about Workspaces.

  • Message Sources: There are two toggle options, to enable or disable:

    • Show data sources: display the sources used to answer the question, so customers can see where the information comes from.
    • Downloadable sources: allow the customer to download the sources (pdfs, documents, etc) for personal reference or further reading.

  • Categories: customise your own message categories. Click here to learn how to customise them, and the benefits of categories for data insights and analysis.

Chat widget

  • Script: Copy and paste this script to add the widget to your webpage. Click here for a step-by-step guide of how to add the widget to your webpage.

  • Direct chat link: A shareable URL for testing or sharing your widget. Find out more about it here.

  • URL Whitelist: This is important for security. Only the domains defined here will be authorised to interact with your myGenie widget. This way, you keep control of the webpages that can use your widget.

  • Contact Email: The email address of your company that is associated with the widget for further communication (ex: help@yourcompany.com).

  • Add any relevant UTM links.

    These are URLs tagged with UTM parameters to help track the effectiveness of online marketing campaigns. These parameters collect detailed information about traffic sources and user engagement, which can be analysed using tools like Google Analytics.

    The UTM parameters are placed on all the website sources of the messages, so that your company can track whether it has led the customer to a purchase, conversion, etc.