# Using White Swan Chat

### Widget Modes

The White Swan chat is available in two forms:

1. **Standalone Chat**\
   Opens in a full-page view and has static positioning in a page. This standalone chat does not have the ability to be expanded and contracted.
2. **Expandable Widget**\
   A compact chat bubble that expands on click. Appears at the bottom-right of the client experience or the page where you embed it. Positioning is fixed to the screen so that the widget will always be visible even when the page is scrolled.

If chat is enabled for clients, it becomes available across all insurance journeys.

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### Notifications and Contact Details

Team members selected in your chat settings will receive notifications for all client messages.

If a client’s contact information is not yet known:

* Their first message triggers a **contact prompt**.
* They can also click their avatar at any time to provide name, email, and phone.

Once details are known:

* Clients receive notifications by email or SMS.
* They can reply directly through email or return to the chat via a secure link.
* If contact info is never provided, no notifications can be sent.

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### Security and 2FA

When a user follows a deep link to an existing chat from a new device, we require **two-factor verification** to ensure access is secure.

A code is sent to their email or phone, and entering it restores access to the conversation.

{% hint style="info" %}
The 2FA flow follows the same white-labeled design as the rest of the chat widget.
{% endhint %}

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### File Uploads and Rich Input

* Upload files or images via the attachment button.
* Drag-and-drop support with an animated overlay.
* Voice-to-text messaging (Option + R on Mac or Alt + R on Windows).
* **Enter** to send; **Shift + Enter** to create a newline.

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### Branding & Customization

You can tailor nearly every visual element:

* Background color, gradient, or animated image.
* Gradient start/end colors and orientation.
* Icons for collapsed/expanded chat, chat logo, and send button.
* Colors for message boxes, borders, text, and navigation elements.

This ensures the chat fully matches your brand.

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### Plan-Level Support Responsibilities

* **Concierge Plan:** White Swan handles all client support within the chat.
* **Other Plans:** Your team is responsible for operating your clients’ chat sessions.

***

### Meeting Scheduling

If enabled, clients may schedule meetings directly from the chat.\
This uses your company’s primary scheduling link.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whiteswan.io/partner-knowledge-base/chat/using-white-swan-chat.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.