Embeddable Remote Chat: Basics

What is Embeddable Remote Chat?

With Unificus’s Embeddable Remote Chat feature, you can design and launch a customizable chat widget that integrates seamlessly into any third-party website. You have full control over the chat’s appearance—including color schemes, branding elements, icons, and messaging—all without requiring any coding knowledge.

Set up multiple chat instances across different websites or landing pages depending on your needs.

Note: Embeddable Remote Chat is included with the PRIME Bundle Power-Up.

Accessing Your Remote Chat

Open the Chat panel using the icon located in the upper right corner of Unificus.

Navigate to Settings & Tools at the bottom of the Chat panel, then select Embeddable Remote Chat.

Your existing chat instances will appear in this section. To create a new one, click the + button.

Setting Up Your Chat

A new chat interface will display several configuration options. You’ll find a toggle switch to activate or deactivate your chat, allowing you to prepare it in advance or control when visitors can access it. Adjacent to this toggle is a button for copying your embed code—the snippet you’ll need to place on your website.

Remote Chat Details

Click this section to assign a title and personalize your chat settings. Required fields are marked with a red asterisk and must be completed before saving.

Appearance & Embed Options

Customize your chat’s visual elements here, including color palettes and icons.

Assign Staff / Team(s)

Choose which team members or departments will handle conversations through this chat.

Advanced Options

For additional customization capabilities, expand the Advanced Options section.

Saving and Deploying Your Chat

Once your configuration is complete, click Save Settings at the bottom. You can also delete any chat by clicking the trash icon if needed.

To place your chat on a webpage, click the Embed Code button. Your generated script will display, and you can copy it directly or select Copy Scripts for convenience. Use this script to integrate the chat into your website.

Sending Forms Through Remote Chat

Join an active chat conversation by clicking Join Channel.

Select the Form icon at the bottom of the chat window.

This reveals all available Kickoff and General Forms in your account.

Check the boxes next to the forms you’d like to include. You can select multiple forms at once. Clicking Send adds them to the chat for review before transmission—giving you a chance to verify your selection.

Once sent, the forms appear as clickable links that your customer can access.

Here’s how this feature looks from your customer’s perspective: