SwiftCRM

Chat widget

The widget supports three modes: form (contact form only), chat (conversational UI), or both (tabs to switch between them). All modes send leads to the same project via the Lead API.

1. Three modes side by side

Set data-mode in your snippet to choose which panel opens.

data-mode="form"

Talk to us

Name *

Jane Smith

Classic contact form

data-mode="chat"

Talk to us
S
Hi! What's your name?
Jane Smith
S
Got it! Your email?
Type a message…

Conversational flow

data-mode="both"

Talk to us
Form Chat

Name *

Jane Smith

Form + Chat tabs

2. Chat mode — desktop & mobile

The chat panel floats over your page. On mobile it expands to near full-screen width.

Desktop

yoursite.com
S
SwiftCRM
S
Hi there 👋 What's your name?
Jane Smith
S
Nice to meet you! What's your email?

Mobile

S
SwiftCRM
S
Hi! What's your name?
Jane Smith
S
Got it! Your email?
S
Thanks! We'll be in touch 🎉
Type a message…

3. The snippet

Change one attribute from the standard install snippet to enable chat mode.

Chat only

<script
  src="https://swiftcrm.in/widget/v1/widget.js"
  data-key="YOUR_API_KEY"
  data-mode="chat"
  data-title="Chat with us"
  data-accent="#E53935"
></script>

Form + Chat tabs

<script
  src="https://swiftcrm.in/widget/v1/widget.js"
  data-key="YOUR_API_KEY"
  data-mode="both"
  data-title="Talk to us"
  data-accent="#E53935"
  data-fields='[
    {"name":"name","label":"Name","required":true},
    {"name":"email","label":"Email","required":true}
  ]'
></script>

4. How chat leads appear in the dashboard

When the visitor completes the chat flow, a lead is created in your project — exactly the same as a form submission. The conversation is stored as the lead's message attribute.

SwiftCRM / Leads / Jane Smith New

Details

NameJane Smith
Sourceyoursite.com/pricing

Additional Info

message I'd like a demo please

Capture info

Via: Chat widget

5. How lead capture works in chat

1

Visitor opens the chat and answers prompts

The widget asks for name, email, and any custom fields you configured in data-fields.

2

Widget POSTs to the Lead API

Sends name, email, custom fields, source URL, referrer, and UTM params — same payload as the form.

3

Lead appears in your dashboard instantly

Status set to New. Email notification sent if enabled. Workflows triggered if configured.

Domain check

Make sure your site's domain is added to Project → Settings → Allowed domains. The widget will be blocked otherwise.

Configure forms to customise which fields the chat asks for · API reference for the full payload spec