
Integrating a chat into your website is one of the fastest and most effective ways to improve customer service, increase visitor-to-customer conversion, and provide real-time support. With that in mind, we’ve prepared this complete and detailed guide to help you set up Poli’s Webchat on your website.
Here you’ll learn, step by step, how to perform the integration, where to insert the script correctly, how to test the installation, troubleshoot common errors, and make the most of all the advantages this tool can bring to your business.
Step-by-step guide
1) Access the Poli platform
- Log in with your username and password.
2) Go to the home screen
- In the sidebar menu, click the home icon to open the Dashboard.
3) Open the Channels section
- In the sidebar menu, locate and click on Channels to see the channels already configured.

4) Add a new channel — choose Webchat
- Click on Add channel → select Webchat.

5) Fill in the required information (important fields)
- Channel Name: enter a descriptive name (e.g., “Website Chat — Sales”).
- Website: enter the domain where the chat will be active (e.g., https://www.yourcompany.com).
- Users/Agents: select which Poli users will be able to receive conversations.
6) Generate and copy the script
- After saving, the platform will generate a small JavaScript snippet (to paste into your site).
- Copy the script — it contains your channel/account identifier.

7) Insert the script into your website code (where to paste it)
- Recommended: paste the script right before the closing
</body>tag of your page (or in the theme’s footer file). - Why: this prevents blocking page loading — the widget will load after the main content.
Practical examples:
- Static HTML: open index.html and paste it before
</body>. - WordPress: paste it into footer.php of your theme (or use the “Insert Headers and Footers” plugin to add it in the footer).
- React / Vue / Angular (SPA): add it to public/index.html or dynamically append it in a component that loads only once.
- Shopify: edit theme.liquid and paste it before
</body>.

8) Immediate testing (verification)
- Open your site (clear cache or use an incognito tab).
- Check if the widget appears (both on desktop and mobile).
Common errors & quick solutions
- Widget not appearing: script wasn’t pasted / old cache / script blocked by adblock or CSP.
Solution: check Network and Console, test in an incognito tab, and add an exception to your CSP. - 404 error: incorrect script URL. Copy it again from Poli.
- Widget loading slowly: place the script at the end of the body and use
async. - Form not submitting: possible CORS issue or incorrect API route — check the console.
- Notifications not reaching agents: verify user permissions and notification settings.
Advantages of implementing chat on your website
- Increases conversion: visitors get immediate answers, reducing abandonment.
- Generates qualified leads: collects data in real time (emails, specific questions).
- Faster, scalable service: automations and quick replies reduce manual workload.
- Improves user experience: instant support builds trust.
- Reduces contact center costs: resolves simple issues via chat instead of phone.
- Optimization data: identifies problematic pages (e.g., many chats on the checkout page).
- 24/7 availability (with bots): capture leads outside business hours.
- Omnichannel integration: connects website conversations to the same flow as WhatsApp, email, and CRM.










