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Leads & Conversion

Chat widget

An AI assistant on your funnel. It answers from what you tell it, collects leads, and books calls, in a small chat on your page.

Set it up

1
Make a chat
In Chat widget → Setup, choose New chat. Pick Funnel for a chat bubble on your pages, or Form for a helper inside one of your forms.
2
Add what it knows
Open Knowledge. Paste your offer, prices, guarantee and common questions, or choose Scan pages to read them from your funnel.
3
Choose how it books
Open Booking and pick what the bot does when someone wants a call.
4
Switch it on and install
Turn on Live, then choose Install and paste the snippet into your pages.
Tip
A checklist at the top shows how many of the three steps are done. You see the chat live while you edit: change its name, greeting and colour right on the preview, on a computer or a phone.

Install it

Paste into the head of every page of the funnel
<script async src="https://app.morev.io/chat.js" data-funnel="YOUR_FUNNEL_ID"></script>

Copy it from Install rather than typing it. The data-funnel value tells the bot which funnel it belongs to. A page without the snippet shows no chat.

Changes are instant
Name, colors, knowledge and booking go live as soon as you save. You never paste the snippet again. A chat built for a form needs no snippet: it appears inside the form once the form is live.

What you can set

CardWhat it controls
DesignHow it looks: six designs, a color, an optional portrait, and up to four quick questions.
KnowledgeThe facts the bot may use. Type them, or scan your pages.
BookingWhat it does with someone who wants a call.
BehaviorHow it talks: tone and what to push or avoid.
Pop-upsMessages the bot sends first, based on what the visitor does.

Designs

DesignLook
ClassicDark and sharp.
CharacterA portrait peeks over a slanted button. Quick questions show as cards.
SlashA glossy slanted button in your color. No portrait.
GlassA glowing orb and a frosted panel.
SoftLight, rounded and friendly. Follows light or dark.
BarA slim “Ask anything” bar that opens into a chat.

Knowledge and behavior

Example knowledge
Offer: 12-week Momentum program, $4,000 or 3 payments of $1,400.
Guarantee: 30-day money back.
Format: weekly live calls plus a private community.

Q: Is it beginner friendly?
A: Yes. We start from the basics.

Knowledge is facts. Behavior is manners: pick a quick rule like casual tone or short answers, or write your own. Keep facts out of Behavior.

It never makes things up
If a question is outside your knowledge, the bot says the team will follow up and offers to take an email. The more complete your knowledge, the more it answers and books. Scan pages again whenever your copy changes.

Booking

ModeWhat the visitor gets
Book in chatPicks a real time slot without leaving the chat. This books the most.
Answers onlyQuestions answered and emails collected. No calls.
Ask for a timeThe bot notes a preferred time and it lands in Conversations.
CalendlyGets your Calendly link.
Other linkGets a link from another scheduler.

Book in chat uses Morev Scheduling and needs one of your event types. The visitor can open a booking window with a Pick a time button, or just type “what is open tomorrow?” and the bot checks your real availability, offers times, and books it.

Pop-ups

Let the bot speak first. Add up to five rules, each with a trigger and a short message. The first rule that matches shows a small bubble, once per visit.

TriggerFires when
After a delayThe visitor has been on the page for the seconds you choose.
On scrollThey scroll past the share of the page you choose.
On exitThey move to leave the page.
Tip
One or two well-timed messages work better than many. A single message as someone leaves often brings back the most people.

Conversations

Every chat is saved. Filter by All, Unread, Leads (left an email), Booked, Open or Closed, search people or messages, and read the whole transcript. You can reply as your team right there. If you connect Close CRM, new leads are sent to it.

Insights

Insights shows what visitors ask. Top questions ranks them. Missed questions are the ones the bot could not answer well, and each one is a sale you may have lost. Add the answer to Knowledge and the bot knows it straight away. Choose Analyze to refresh; it also runs by itself every night.

If something looks off

The chat does not appear
Check that Live is on, that the snippet is in the head of that page, that data-funnel matches, and that no ad blocker is removing it. Then hard refresh.
The bot often says it does not know
Its knowledge is thin. Add detail or scan your pages again, then check Insights for the exact gaps.
Pick a time does nothing
Booking is on Book in chat but no event type is chosen. Make one in Scheduling and select it under Booking.
The times are wrong or missing
They come from your availability in Scheduling: hours, days off and Google Calendar. Change them there.

Limits

The chat widget is on the Growth plan and up. Two limits apply: visitor messages a month across all your funnels, and manual Analyze runs a day. The nightly analysis is free. If you reach the monthly limit the chat pauses until next month or a plan upgrade.

Note
Each chat sees only your own knowledge and settings, and conversations stay in your workspace.
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