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How to update to the remastered widget version

This article provides a set of guidelines for migrating from the legacy widget to its remastered version.
Napisany przez Konstantine
Zaktualizowano rok temu

Table of contents:


Remastered widget overview

The newly remastered website widget has been carefully crafted to provide an intuitive and easy-to-use interface. It has been redesigned to be more user-friendly and accessible, making it simpler than ever to stay in touch with your customers.

What's changed in the remastered widget version:

Design

First of all, we are proud to introduce the widget's all-new design. We worked really hard to create a sleek, modern look that fits perfectly with any website or web app.

Live chat widget by HelpCrunch: start screen, conversation, knowledge base article

Start screen

We've created a start screen that makes it easier for your customers to get help they seek. This screen has become a central place for people to start a new conversation with your team, proceed with any existing conversation, search your knowledge base, and connect with you via messengers

Start screen of the live chat widget by HelpCrunch

Updated behavior of the widget button

We have made a slight change to the way the widget button works. Instead of the widget appearing on top of the widget button, it now appears above it. This allows customers to minimize the widget by pressing the widget button again.

Live chat button by HelpCrunch

Enhanced performance

In addition to the improved design, the new widget also works faster. We have optimized its code to improve performance and ensure a faster loading time for your customers.


What's going to happen with the previous widget version

For new customers

If you're a new HelpCrunch customer who has signed up after February 2, 2023, you won't see the previous website widget version in your account. This version is considered outdated since the release of the remastered version, and all the widgets you create in your account will be the remastered ones.

For existing customers

If you're an existing HelpCrunch customer, you can still use your current widget(s) as is. However, you must keep in mind that your current version will be discontinued as soon as most of our existing customers migrate to the newest version. Any new widget you create in your HelpCrunch account will be the remastered one – you won't be able to create a new widget with the old version.

We recommend you migrate all your existing widgets to the remastered version as soon as possible.

Migrate your existing widget to the remastered version

This applies only to our existing customers. Users who will be signing up after February 2, 2023, won't have access to the old widget version.

We've made the migration process as simple as possible. Basically, all you need to do is remove the old code from your website or web app and paste the new code instead. All widget settings, chats, and customer data will be synchronized with the previous version.

Admin or Supervisor rights are required to complete the below steps.
  1. Log in to your HelpCrunch account.
  2. Go to Settings → Channels → Website Widgets and choose the widget you'd like to update.HelpCrunch live chat widget's installation process
  3. You will be redirected to the Installation page. Select your installation guide and copy the code snippet from the HTML box. Note that the code snippets for all widgets, including the old ones, will now only display the remastered widget code. 
  4. [Optional] During the migration process, you can hide your widget to ensure that conversations with your customers are not disrupted.
    HelpCrunch live chat widget's visibility settings
  5. If you are currently using custom CSS for your widget, you will need to delete it as the remastered widget has different CSS styles. You will still have the option to customize the new widget after migration.
  6. Remove the old widget code from your website or web app. You may need to ask your developers to do this.
  7. Paste the new code you've just copied instead of the old one. You may need to ask your developers to do this. Make sure your developers deploy this change to your production environment.
  8. Go to any page of your website or web app where the new code is installed and ensure the widget button is visible.Checking HelpCrunch live chat widget button on your website
That's it! Upon the first initialization of the widget, it will update to the remastered version automatically. All widget settings, chats, and customer data will be synchronized with the previous version.

Customizing the remastered widget

We wanted to make sure that the transition would be as smooth as possible for you, so we took the time to make sure that the new settings were as similar to the old ones as we could make them.

  1. Log in to your HelpCrunch account.
  2. Go to Settings → Channels → Website Widgets and select your updated widget.HelpCrunch live chat widget's customization
  3. Navigate to the Widget Customization tab.HelpCrunch live chat widget's customization settings
All of the old widget settings remain the same but have been rearranged in a more consistent way.


What's new

The remastered widget has a new set of settings for the start screen. You can enable/disable and reorganize start screen blocks, such as chat, knowledge base, or messengers, for both online and offline modes separately.HelpCrunch live chat widget's integrations with social media and messengers

You can now provide your customers with the option to start a new conversation from the search results in the knowledge base.HelpCrunch live chat widget's integration with a knowledge base


Testing the remastered widget before migration

You can test the remastered version by adding a new widget and installing it on any test page where you can tweak it before migrating your main widget(s). All new widgets created in your HelpCrunch account will be the remastered ones - you won't be able to create an old version of the widget anymore.

Depending on your pricing plan, you may have a limit on the number of widgets you can create. If you have already reached your limit, please contact us via chat and we will temporarily add one more widget for you.

If you have any questions just hit us a message in chat and we’ll help you out.

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