Located on the account tab of the Navigation Sidebar, this dropdown allows you to switch between multiple Wilson Engage accounts without logging out.
The Link Cards live on the Link List Page editor. They allow you to customize the link being displayed, and it’s behavior (what the link will do).
A section on the Subscription Tab that allows you to transfer the Billing Administrator Role to another existing administrator on your team.
The Conversation section on the Appearance tab allows you to customize how your Conversation will look. You can adjust Background Color, Visitor Bubble Color, Visitor Text Color, Agent Bubble Color, Agent Text Color, and Bubble Shape.
The Header is the banner that displays at the top of your Wilson Interface. You can customize the Title, Background Color, and upload Custom Logos and Background Images.
These are changes that you have made to your Wilson flow that are not live on your website.
A Target Page is the page that your flow will route to when a button is clicked.
Publish Changes is a button that lives on the Conversation Editor. It makes any changes you’ve made in the editor live to Wilson on your website.
A button that lives on the Conversation Editor. It allows you to save the page you are working on without making the changes live to your site.
Pages that violate Wilson’s linked page flow. They must be fixed before finalizing.
The Conversation Preview gives you a preview of the current page you are on, and the ability to edit the page.
The Conversation Explorer can be found on the Editor tab. It provides an overview of your conversation flow, and allows you to navigate to a specific page by clicking on it.
The tab on the Navigational Sidebar where you can manage your subscription or trial.
The tab on the Navigational Sidebar that gives you access to the Account Switcher, your Account Information, and User Management
The section at the bottom of the Account tab where you can invite teammates, view current users & manager their roles.
The buttons presented on a page for the user to interact with. They link to another page.
A real-time preview of Wilson’s appearance that is displayed in the Appearance Editor.
The permission level assigned to a user in Wilson Engage. Can be set to Administrator or User within the User Management section.
A single reply or step from the widget. The fundamental building block of a Wilson conversation flow.
A valid page that exists in your account but is not currently linked to the conversation flow. It functions as a draft or unused section and will not appear to visitors. It is not an error.
The panel on the left side of the Wilson Engage interface used to navigate between the Editor, Appearance, Account, and Subscription tabs.
A page type that displays a message to the visitor and moves on after a set amount of time. It requires no input from the visitor.
A page type that displays a list of links to redirect visitors to other resources.
The Widget that displays on your website will Wilson is minimized. When it is clicked Wilson maximizes.
A page type used to collect data from a visitor, it functions like a form.
A small icon associated with your website, uploaded via the Custom Icon upload button in the Launcher section of the Appearance editor. The Favicon displays on the Launcher.
A page type that closes out and resets the conversation flow. End pages do not require a destination page, as they are a valid termination point.
A code snippet found at the bottom of the Appearance tab. Paste it into a website’s HTML before the closing tag to install Wilson on a site.
The tab on the Navigational Sidebar that is used to build and edit your conversation flow.
A page type that presents the visitor with multiple options to choose from. Also the default page type for the initial Welcome page.
The editor displayed when the Appearance tab is selected. Allows customization of the Launcher, Header, Conversation, and Suggestion Chips, with a Live Preview at the bottom.
The method by which new pages are added to a conversation flow. New content is created by branching off from an existing page, ensuring all new pages are immediately linked and reachable.
A section in the Navigation Sidebar where you can customize the visual look of Wilson, including the launcher, header, conversation style, and suggestion chips. Also contains the Embed Code.
A user role in Wilson Engage with elevated permissions. Assignable under User Management in the Account tab.
Located on the account tab of the Navigation Sidebar, this dropdown allows you to switch between multiple Wilson Engage accounts without logging out.
Your workspace in Wilson Engage. You may have access to multiple accounts, each containing its own distinct Wilson configuration, allowing you to manage different bots for different websites or departments from a single login.
