Docs General Settings

General Settings

Configure the chat widget's appearance, branding, position, business hours, and display behavior.

Overview

The General Settings panel is where you control how the Helpon chat widget looks, feels, and behaves on your website. From branding and colors to business hours and display rules, every visual and behavioral aspect of the front-end widget is configured here.

To access these settings, navigate to Helpon → Settings → General in your WordPress admin dashboard. The panel is organized into tabs: Appearance, Branding, Position, Business Hours, Custom CSS, Display Rules, and Notifications.

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Live Preview

Most appearance changes include a live preview panel on the right side of the settings screen. Changes are not applied to your live site until you click Save Settings.

Widget Appearance

The Appearance tab controls the overall visual style of the chat widget, including colors, sizing, border radius, and shadow effects. These settings apply globally to both the chat launcher button and the open chat window.

1

Set Your Colors

Use the color pickers to define your Primary Color (used for the header, send button, and launcher) and Secondary Color (used for visitor message bubbles and accents). Both accept HEX, RGB, or HSL values.

2

Choose Widget Size

Select from three size presets: Compact (360px wide), Standard (400px wide, default), or Large (450px wide). This sets the width of the chat window when open.

3

Adjust Border Radius & Shadow

The Border Radius slider controls the roundness of the chat window corners (0px for sharp, up to 24px for fully rounded). Toggle the Shadow switch to add or remove a drop shadow effect behind the widget.

Primary Color
#2D8BC9
Secondary Color
#E8F4FD
Widget Size
Standard (400px) ▾
Border Radius
16px
Shadow
Enabled

Branding

The Branding tab lets you personalize the chat widget with your business identity. These elements appear in the chat header and greeting area, giving visitors a familiar and trustworthy experience.

1

Upload Your Logo

Click the Upload Logo button or drag and drop an image file. Supported formats are PNG, JPG, SVG, and WebP. Recommended size is 200x60px. The logo appears in the chat window header.

2

Set Business Name & Tagline

The Business Name is displayed prominently in the chat header below or beside your logo. The Tagline appears as a subtitle, such as "We typically reply in a few minutes" or "Your health, our priority."

3

Configure Avatars

Upload separate avatars for the AI Assistant and Human Agent. These appear next to each message in the chat. Square images (80x80px or larger) work best. If no avatar is uploaded, Helpon uses the default bot icon for AI and the agent's Gravatar for humans.

Business Logo
📷 my-clinic-logo.png
PNG, JPG, SVG, or WebP. Recommended: 200x60px.
Business Name *
My Dental Clinic
Tagline
We typically reply in a few minutes
AI Avatar
🤖 ai-avatar.png
Agent Avatar
👤 agent-avatar.png

Position & Layout

Control exactly where the chat widget appears on the screen and how the launcher button is styled. These settings help you integrate the widget seamlessly with your existing site layout.

Setting Options Default Description
Position Bottom Right, Bottom Left Bottom Right Which corner of the screen the widget anchors to
Horizontal Offset 0 – 100px 20px Distance from the left or right edge of the viewport
Vertical Offset 0 – 100px 20px Distance from the bottom edge of the viewport
Z-Index 1 – 2147483647 999999 CSS stacking order; increase if the widget appears behind other elements
Launcher Style Bubble, Bar Bubble Bubble shows a circular floating icon; Bar shows a wider pill-shaped button with text label
Launcher Text Any text (max 30 chars) Chat with us Visible only when Launcher Style is set to Bar
Avoid Overlap

If your site has a cookie consent banner, floating action button, or other fixed-position elements at the bottom of the page, increase the vertical offset to prevent overlap. A value of 80–100px usually provides enough clearance.

Business Hours

Define your business operating hours so the widget can automatically switch between online and offline modes. When outside business hours, visitors see an offline message and can leave a contact request instead of starting a live chat.

1

Enable Business Hours

Toggle the Enable Business Hours switch to activate scheduled availability. When disabled, the widget is always treated as online (or follows agent availability if live chat is enabled).

2

Set Hours Per Day

For each day of the week, toggle whether that day is active and set opening and closing times using the time pickers. You can set different hours for each day or mark specific days as closed.

3

Configure Timezone & Offline Behavior

Select your Timezone from the dropdown to ensure hours are calculated correctly. Set the Offline Message text shown to visitors outside business hours, and optionally enable an Auto-Reply that sends an automated response when no agents are available.

Enable Business Hours
Enabled
Timezone
America/New_York (EST) ▾
Monday
09:00 AM05:00 PM
Tuesday
09:00 AM05:00 PM
Wednesday
09:00 AM05:00 PM
Thursday
09:00 AM05:00 PM
Friday
09:00 AM03:00 PM
Saturday
Closed
Sunday
Closed
Offline Message
We're currently offline. Leave your name and email and we'll get back to you!
Auto-Reply When Offline
Enabled

Custom CSS

For advanced customization beyond the built-in settings, Helpon provides a CSS code editor where you can inject custom styles directly into the widget. This is useful for matching specific brand guidelines, adjusting font sizes, or overriding default styles.

Navigate to Helpon → Settings → General → Custom CSS to open the code editor. Styles entered here are scoped to the Helpon widget container and will not affect your main site styles.

CSS
/* Change the chat launcher bubble color */
.helpon-launcher {
    background-color: #1a73e8 !important;
    box-shadow: 0 4px 12px rgba(26, 115, 232, 0.4);
}

/* Customize the chat header */
.helpon-header {
    background: linear-gradient(135deg, #1a73e8, #0d47a1) !important;
    border-radius: 16px 16px 0 0;
}

/* Style the visitor message bubbles */
.helpon-message--visitor .helpon-message-bubble {
    background-color: #e3f2fd !important;
    color: #1a237e;
    border-radius: 16px 16px 4px 16px;
}

/* Adjust the send button */
.helpon-composer-send {
    background-color: #1a73e8 !important;
    border-radius: 50%;
}
⚠️
Use !important Sparingly

Helpon's built-in styles use moderate specificity. In most cases you should not need !important. If a style is not applying, try increasing the selector specificity (e.g., #helpon-widget .helpon-header) before resorting to !important.

Display Rules

Display rules give you granular control over where and to whom the chat widget is shown. You can target specific pages, post types, user roles, and device types. Configure these at Helpon → Settings → General → Display Rules.

Rule Description Default
Show on all pages Display the widget globally across the entire site Enabled
Hide on specific pages Enter comma-separated page IDs or slugs to exclude None
Show only on specific pages Only display the widget on listed pages (overrides global setting) Disabled
Post types Select which post types display the widget (e.g., Posts, Pages, Products, Custom types) All types
User roles — Show Only show the widget to users with specific roles (e.g., Subscriber, Customer) All roles
User roles — Hide Hide the widget from users with specific roles (e.g., Administrator, Editor) None
Hide for logged-in users Hide the widget for all authenticated WordPress users Disabled
Desktop visibility Show or hide the widget on desktop devices (screen width ≥ 1024px) Show
Tablet visibility Show or hide the widget on tablet devices (768px – 1023px) Show
Mobile visibility Show or hide the widget on mobile devices (screen width < 768px) Show
URL contains Show or hide the widget when the page URL contains a specific keyword or path segment None
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Rule Priority

When conflicting rules are set, more specific rules take priority. For example, "Show only on specific pages" overrides "Show on all pages," and role-based hide rules override role-based show rules. Device rules are always evaluated last.

Notifications

Configure how you and your visitors are notified about new messages. Sound alerts and desktop notifications help agents respond quickly, while email notifications ensure offline messages are never missed.

Sound Alerts
Enabled
Play a sound when a new message arrives in the chat console
Notification Sound
Chime (Default) ▾
Choose from: Chime, Ding, Pop, Bell, or upload a custom .mp3 file
Desktop Notifications
Enabled
Request browser permission to show native desktop notifications for new chats
Email for Offline Messages
admin@mydentalclinic.com
Send an email summary when a visitor leaves a message while all agents are offline
Email Digest Frequency
Instant (per message) ▾
Choose: Instant, Every 15 minutes, Hourly, or Daily digest
💡
Browser Permission

Desktop notifications require the visitor's browser to grant permission. Helpon will prompt for permission when a user first opens the chat. If the user declines, desktop notifications will not work until they manually enable them in their browser settings.

Troubleshooting

Below are the most common issues related to General Settings and how to resolve them.

Widget style conflicts

If the chat widget appears broken or unstyled, your theme or another plugin may be injecting global CSS that conflicts with Helpon's styles.

  • Open your browser's developer tools (F12) and inspect the widget elements for overridden styles.
  • Look for broad selectors in your theme like * { box-sizing: border-box; } or div { margin: 0; } that may affect the widget.
  • Use the Custom CSS editor in Helpon to override conflicting styles with higher specificity selectors.
  • Increase the widget's Z-Index if elements from your theme or other plugins are overlapping it.
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Colors Not Applying

If you change your primary or secondary colors but the widget still shows the old colors, clear all caching layers: browser cache, WordPress caching plugin, server-side cache (e.g., Varnish, Cloudflare), and any CDN cache. Helpon appends a version query string to its CSS, but aggressive caching may still serve stale files.

Business hours timezone mismatch

  • Double-check that the timezone selected in Helpon matches your WordPress site timezone (Settings → General → Timezone).
  • If your server clock is incorrect, the calculated hours may be wrong. Ask your hosting provider to sync the server clock via NTP.
  • Remember that Helpon uses the timezone set in its own settings, not the WordPress timezone. Keep them aligned to avoid confusion.
  • After changing the timezone, test by viewing your site during and outside the configured hours to confirm the correct behavior.
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Display Rules Not Working

If the widget shows on pages where it should be hidden (or vice versa), verify that you are using the correct page IDs or slugs. You can find a page's ID by hovering over its title in Pages → All Pages and checking the URL. Also ensure there is no shortcode override on the page that forces the widget to display.

Notification sounds not playing

  • Most browsers block autoplaying audio until the user has interacted with the page. Ensure the agent has clicked at least once on the chat console page before expecting sound alerts.
  • Check that your browser's tab is not muted (look for a speaker icon in the browser tab).
  • If using a custom sound file, verify it is a valid MP3 under 1MB and has been uploaded successfully.
  • Test in an incognito window to rule out browser extension interference.