Start in the right widget
Open the agent on the website where you use it, then select Account. To use another agent’s widget, open that agent’s actual website or shared link. There is no single builder link that opens every visitor’s saved history. From Account, choose the task you need:- Create an account if you do not have one.
- Sign in if you already have an account.
- Choose future message saving to change Conversation history.
- Resume a conversation to look for an earlier chat.
Create an account
Use an email inbox you can open: the account-creation flow sends a verification code there. Your password must contain at least 8 characters.- Select Sign up from the available Account or sign-in screen.
- Enter your email address in Email.
- Enter a password in Password.
- Use Show password if you need to check what you typed.
- Read the Terms of Service and Privacy Policy linked beneath the form.
- Select Continue.
- On Check your email, check the displayed email address.
- Find the six-digit code in that inbox.
- Enter it in Verification code.
- Select Verify & Create Account.
- Wait for the signed-in experience.
Sign in to an existing account
- Select Sign in from Account or the available account screen.
- Enter the account’s Email.
- Enter its Password.
- Submit with Sign in.
- Wait for the account to connect.
- Continue with Resume a saved conversation, or change future message saving.
Choose whether future messages are saved
Wait for the widget’s chat session to connect. This control can be used by connected guests as well as signed-in visitors.- Open Account.
- Find Conversation history.
- Wait for the control to become available.
- Turn it on to save chats for later, or off to stop future messages being saved to history.
- Wait for the update to finish.
- Open Data & Privacy.
- Check the displayed Conversation Retention state.
Resume a saved conversation
- Open Account.
- Select View conversations.
- Select an available conversation.
- Read its recent messages before continuing the discussion.