Quick Start Guide

Follow these steps to enable and configure White Swan Chat for your business:

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1. Enable Chat for Your Account

The chat is by default available for business users as a way to get help from White Swan.

To enable the chat for clients, either use the toggle inside the business user chat, or navigate to the General Settings page, expand the Chat Settings, and toggle to enable chat for clients.

When enabled, the chat widget will automatically appear across all client journeys.

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2. Customize Branding & Style

White Swan Chat is highly customizable. You can configure:

• Background type: solid color, gradient, or image (including animated SVG/GIF)

• Gradient direction and color stops

• Icons: closed/open chat icons, chat logo, send button

• Chat colors: message box, borders, text, back button

• Expanded widget appearance

Your customizations apply instantly across all chat surfaces.

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3. Select Notification Recipients

Choose which users on your account should receive chat notifications. These users will be alerted when new messages arrive from clients. By default, the person who opened your company account will receive notifications.

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5. Configure Optional Meeting Scheduling

You may enable a scheduling option inside the chat. This uses the main scheduling link associated with your company.

The chat is now ready for use and makes it simple for your clients to get help and human support in their client journeys.