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Chat Widget: Flexible Compliance Notice & Consent Settings

Chat Widget compliance settings are now more flexible, giving businesses greater control over how legal notices and visitor consent are handled.

S
SMBcrm Team · August 25, 2026

Overview

Chat Widget compliance settings are now more flexible, giving businesses greater control over how legal notices and visitor consent are handled. ** What’s New? ** The previous all-in-one HIPAA compliance setting has been upgraded to a new C

Details

Chat Widget compliance settings are now more flexible, giving businesses greater control over how legal notices and visitor consent are handled. ** What’s New? ** The previous all-in-one HIPAA compliance setting has been upgraded to a new Compliance notice & consent section. You can now: Show a legal notice below the contact form without requiring any visitor action. Add a consent checkbox with custom wording for explicit opt-ins such as SMS or email marketing consent. Make consent required or optional depending on your business needs. Pre-check the consent checkbox when the form loads. Show clear validation when required consent is missing, with a “Please tick this box to continue.” message. Track consent in Activity details, including whether consent was given, whether it was required, and the exact consent text shown to the visitor. # How to Use It Navigate to: Chat Widget → Chat window → Additional options → Compliance notice & consent From here, you can configure your legal notice, consent checkbox, required/optional behavior, and pre-checked state. The live preview updates as you configure the experience. # Why It Matters Legal disclosures and explicit marketing consent don’t always serve the same purpose. Previously, they were handled through a single setting. With this update, businesses can independently configure disclosures and consent, making it easier to create the right experience for different compliance requirements while maintaining a clear record of what each lead agreed to. # Availability & Migration Available to everyone. Existing widgets remain unchanged until they are opened and saved in the builder. Existing legal text is automatically carried over to the appropriate field. Widgets created through A2P registration retain their existing compliance configuration. New widgets default to: Legal notice: On Consent checkbox: On Required consent: Off No changes to existing website embed code are required. image (28)


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