Settings
Floating menu & chat
The floating menu on your website — Get a Quote, account login and the AI chat — where it sits and how it looks.
- 1 min read
- Checked against MoveBoard
- For owners & admins
Settings › Website & forms › Floating menu & chat sets the small floating menu that sits in a corner of your website: a Get a Quote button, the customer's account login, and the AI chat.
Before you start
Anyone who can open Settings can change it. The menu waits for Save; the AI chat switch saves the moment you flip it. The same settings are on the Floating menu tab of Quote forms. Your website needs the MoveBoard line installed (see Quote forms › Install).
Floating Menu Settings
- Enable floating menu on your website.
- Display Long, Short or Single Step 'Get a Quote' from: — Long, Short, Single Step, or Hide the quote button.
- Menu position: — Left Top, Left Bottom, Right Top, Right Bottom.
- Menu direction: — Horizontal or Vertical.
- The menu's size — Small, Medium, Large.
- Get a Quote tooltip and Account/Login tooltip — On hover, Always, Never or Blink.
AI chat
Where it's available to your company:
- Enable AI chat on your website and customer account. — saved the moment you toggle it.
- AI chat tooltip.
The chat answers from your AI receptionist's knowledge — see AI receptionist.
Preview
Your menu as it will sit on a page of your website.
Related guides
- SettingsQuote formsDesign your website's quote forms on the live form, set what happens after a quote is sent, and install the forms on your website.
- SettingsAI receptionistSet up the AI that answers your phone, gives estimates and puts leads in your list — its number, hours, voice, conversation, knowledge, transfers and calls.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.