Live chat widget

The Chat Widget is a floating chat bubble on your customer-facing site. It turns visitors into CRM leads out of the box, and you can upgrade it to answer questions from your own site content 24/7.

Manage it at Settings → Chat (/settings/chat).

Chat Base (included)

Chat Base ships free with your plan. It is a branded chat bubble that:

shows on every page,
captures a visitor’s name, email, and message,
pages you on a hot lead,
stores the conversation in your CRM, and
waits for a human reply.

Messages land in Tickets (and the lead lands in your CRM). It’s a canned-reply / human-reply bubble — there is no AI answering on Chat Base.

Install snippet

On Settings → Chat you’ll find the install snippet:

<script defer
  src="https://api.vertaflow.io/v1/chat.js"
  data-site="YOUR-SITE-ID">
</script>

Paste it before </body> on every page. Replace YOUR-SITE-ID with your account slug from Workspace settings. If you’re already running a different chat widget, remove it first — VertaFlow Chat replaces it without losing conversation history.

Chat AI Pro (paid upgrade)

Chat AI Pro layers an AI assistant on top of Chat Base. On top of everything in Base, it:

holds Claude-powered conversations 24/7,
answers from your site’s own content (auto-crawled),
quotes from your VertaFlow pricing tables,
books appointments to your VertaFlow calendar, and
auto-flags hot leads.

Reading chat signals in your CRM header

Your CRM header signals chat activity:

Quiet — no active conversations.
Unread badge — N new messages waiting (Base and AI).
Green, top-left — AI is handling N conversations (AI only).
Red, top-right — AI flagged a conversation as needing a human; jump in (AI only).