There are several ways of adding a script into your Clustdoc onboarding process.
Adding a task to complete to your checklist
If you want people to book a meeting (Eg. Through Calendly for example) as part of your onboarding process, you can use the task feature to add that to your checklist.
Adding a script to your end-user's interface
💡 This works only with floating widgets. May require help from your developer and approval from our technical support.
If you'd prefer to add a floating widget to the end-user's interface, you can also do this by adding a script to your process. This works perfectly with chat, callback, or booking widgets.
- Go to your Process
- Click on Configuration>Appearance from the sidebar
- Scroll to the script card to add your script
- Click here to send us your script if you cannot do this yourself
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