Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Review the main widget identity, greeting, and availability configuration.
Complete the task thoughtfully
Coordinate form, routing, and notification choices so the experience tells a consistent story.
Verify the result
Save the configuration and test from the visitor’s perspective rather than only from the settings screen.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.