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Tools installation

Installing tools on your website

Learn how to install tools in your Website.


You can install the tools on all of the pages or only on specific pages of your website depending on your requirements. This can be done with the help of simple rules and advanced rules on the website set up page.

Whitelist the following URLs if you have setup content security policy on your Website. If you are not familiar with coding, you can share this with your developer to add it into the security policy. By doing this, you can make sure that the Serviceform tools load without any interruptions.



• https://*


Once you have logged in to your Serviceform account and installed the pixel, navigate to the Website setup section via the Tools to access the Rules configuration:

Simple rules

You can make use of the simple rules to install the tool(s) on all the pages of your site. You can install Chatbots, Live chats, Pop-ups, and Lead bars by using simple rules. Here is how you can do it:

1. Click on Add new tool.

2. Select the tool type and the tool that you prefer to add. Click on Add.

3. Activate the tool. Click Save rules.

The quick menu lets you change, edit, or remove tools from the simple rules. If you delete or replace tools on the website setup section, it won't remove the tool itself, it just removes the rule that displays the tool on your website.

Advanced rules

Advanced rules can be used if you want to install your tools only on certain pages of your web site. You can install Inline Chats Dynamic forms, and Online/ Offline tools by using advanced rules. Refer to the conditions below to get a better understanding -

• URL contains

The tool will be displayed if the URL contains a specific set of words. If you want to install the tool on your products page - - you can refer to the screenshot as an example.

• URL equals

The tool will be displayed if the URL exactly matches the keywords provided. If you want to install the tool on your main home page - - you can refer to the screenshot below.

• CSS selector

The tool will be displayed in the section of the web page where the html element exists. For instance, if you want to display the inline bot or the form in the middle section of your page where the HTML element with the class name example is located, you can add the rule referring to the below image.

Once you have specified where you want to install the tool, you can choose which tool to install and enable the rule. Do not forget to save the rule.

Note that the rules will be prioritized from top to bottom of the list, i.e. the rules at the top would override the ones below them.

In the scenario above, the first rule would override the second rule which has the same URL, i.e. the Live chat tool will not be displayed in the site.

Additional features

• One page mode

Use one page mode when loading the pixel, use on websites to refresh pixel when url changes but page doesnt re-load.

Performance mode

When the performance mode is enabled, the tools would only be displayed when the user scrolls the completely loaded website. This would allow the website to load faster.

Cookieless mode

Turn off website analytics to only track chat or form related user.

Team and Email mapping

Using this feature, you can send the leads and/ or notify specific teams. The rules set under this override the settings configured in the tools builder interface. You can add a new rule:

• Send leads to Email

Leads can be sent to specific Email addresses by selecting Email lead to option after setting your preferred conditions -

• Notify teams

Rules can be set to notify teams as well -

Using these rules, you can control the placement of tools on your website with precision. Ensure each element appears exactly where you want it, optimizing user experience and engagement effortlessly.