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Traise Docs

Widgets

Widgets are embeddable snippets you place on your agency website. When a visitor clicks the widget, it connects them to your Traise-powered phone or chat system. All widget interactions appear inside Traise just like any other contact — calls log to the client record, messages appear in the inbox.

Getting there

Section titled “Getting there”

Navigate to Account → Info → Widgets. The page shows a grid of your existing widgets and displays your usage count against your plan maximum (for example, “3 / 10”).

Creating a widget

Section titled “Creating a widget”
  1. Click Create Widget.
  2. Enter a Widget Name — this is for internal identification only, visitors don’t see it.
  3. Select a Company Profile (required). You must have a Company Profile configured under Account → Info before you can create a widget.
  4. Choose a Phone Number from the list of unassigned numbers. A number assigned to a widget cannot simultaneously be assigned to a location.
  5. Assign Users who will receive incoming widget interactions.
  6. Set the Timezone for the widget’s operating hours.
  7. Configure Voice and SMS settings as needed.
  8. Click Save to create the widget.

Installing a widget on your website

Section titled “Installing a widget on your website”
  1. On the Widgets page, find the widget you want to install and click its card.
  2. Expand the Installation Guide accordion.
  3. Copy the embed code snippet.
  4. Paste the snippet into the <head> or just before the closing </body> tag of every page where you want the widget to appear.
  5. Publish your site changes. The widget will appear immediately.

Managing existing widgets

Section titled “Managing existing widgets”

Edit: Click any widget card to reopen the creation dialog with your current settings. Changes save immediately.

Copy API key: Use the copy button on the widget card to grab the API key for use with custom integrations.

Reset credentials: If your API key is compromised, use the reset option on the widget card. A confirmation dialog prevents accidental resets. After resetting, update your embed code on your website — the old key stops working immediately.

Delete: Remove a widget permanently using the delete option on the card. A confirmation dialog is shown first.

Tips

Section titled “Tips”
  • Phone number conflicts: A phone number can be assigned to a widget or a location, not both. If you need the same number for both purposes, contact support for guidance.
  • Company Profile required: The widget uses your Company Profile for caller ID and branding. If no profiles exist yet, set one up first under Account → Info.
  • Plan limits: When you reach your plan maximum, the Create Widget button is disabled. Upgrade your plan or delete an unused widget to free up a slot.