Formilla.com

05/06/2026

Formilla desktop apps for Mac and Windows are available for download. Login to your Formilla account and go to Settings -> My Apps to find the appropriate download link. With the desktop app, you will not need to remember to keep a web browser open to your dashboard… just keep Formilla open right in the dock.

04/15/2026

Invite customers to start a chat with you by adding a Direct Link in your regular email communications. You can also use a Direct Link if you want to use your own chat button creation as an alternative to our default floating button. Read about the Direct Link feature to give it a try!

Formilla’s Direct Link feature supports the ability to add a live chat button or URL link anywhere on your site (e.g. in the header or footer area) which opens the chat form in a new browser window or pops up the chat form in place. You can also use this feature in email campaigns, in your email s...

04/01/2026

You can have chat transcripts sent to any of your own email addresses that you need. Just sign into your Formilla dashboard, click on Settings on the left, then enter the addresses you need into the “Send all chat transcript to” field. Note that this field is only available on the account owner login. You can add addresses for archival, replying to your visitor at a later time, or even add your ticketing system email address so a ticket is created whenever a transcript is generated.

03/18/2026

You can ban visitors if you are receiving spam messages or being harassed through chat. You can ban an IP address by clicking on the “Block Visitor” link found in the Technical Details section in the right rail. You can also manage any Banned Visitors or enter an IP address manually by clicking on “Settings” on the left side of your Formilla account, then clicking on “Banned Visitors”.

If you have new visitor alerts turned on but you are tired of creating alerts when you go to your own website, you can even ban your own IP so you no longer create new visitor alerts. Don’t forget that you did so if you need to view the chat button again though… the button will not be visible while you are banned.

02/25/2026

Use Pre-Chat fields to collect information before a chat session starts. You can make the fields required before a chat can be started, or you can leave them optional to make sure all your visitors stay to chat. Department selection is also available as a Pre-Chat Field so your customers can reach the right members of your staff.

Check out our tutorial video to see how to create Pre-Chat fields today.

Learn how to configure your Formilla Chat Widget to collect visitor details such as First Name, Email, Phone Number, and custom fields as well (Member ID, Or...

02/11/2026

Marketing Popups are great for engaging your website visitors and boosting conversions. Use them to gather email subscribers, promote a sale/offer, encourage customers to schedule a call, request a quote, register for an event, and tons of other use cases. All accounts can create Marketing Popups, so it is the perfect time to start using them!

We have a new tutorial video showing how to create a Marketing Popup, using a top bar “Free Shipping” notification as an example. Watch the video and then make your own for the important message you need: https://www.youtube.com/watch?v=i_Pjn7n15M0

Check out our help article for Marketing Popups as well by going to the link below.
https://blog.formilla.com/how-to-use-marketing-popups/

Learn how to use Formilla's Popup builder to create a sticky website bar to make an important announcement, notification, or welcome message at the top or bo...

01/28/2026

Custom Bots are a great way to provide instant self-help support with a menu-based flow that guides your website visitors along a flow you create. You can create flows to cut down on calls and emails for the most common questions, gather information to qualify leads, share more information about products and services, and more! Custom Bots can respond to visitors around the clock, even outside of your normal business hours. Watch the Custom Bot creation tutorial video today, and get started creating your own: https://youtu.be/VIICQfx5lzM

Ask our team for a free 15-day trial of Custom Bots and get started creating your own FAQ tool. Learn more about getting started with your new Custom Bot at the link below.
https://blog.formilla.com/how-to-create-custom-chat-bots/

Formilla's Custom Bots work around the clock to automatically qualify leads, book meetings, and provide information about your products or services to custom...

01/14/2026

Invoices for past subscription payments can be found in your Formilla dashboard. Just sign into your dashboard as the account owner, click on “Settings” on the left, then click on “Billing History”. You can add or edit your company info by clicking on the link. After adding any company information you want reflected, then click on any invoice link to print or save it as needed.

Users that have not been granted the Billing permission will not see the Billing History section in their dashboard.

12/31/2025

Marketing popups now offer more creative control! Support for hundreds of Google and native browser fonts have been added, along with font size and font weight parameters for most text fields. All accounts can make Marketing popups, and it’s never been easier to craft the perfect message.

Use Marketing Popups to gather email subscribers, announce a new sale or offer, encourage visitors to call, book an appointment, request a quote, and more. Check out the pre-made template library for more ideas for other use cases.

Learn more about creating Marketing Popups at the link below. https://blog.formilla.com/how-to-use-marketing-popups/

12/03/2025

We have updated our mobile apps with a fresh new UI, available in both Android and Apple app stores! In addition to the new look, biometric logins and iPad landscape mode is now supported. Please reach out to the support team if you see any issues!

Use our mobile app to answer chats while you are away from your desk or on the go. You can also use the mobile app for an extra notification source even when you are still in the office. Make sure you don’t miss any incoming chats while you are getting coffee or collaborating with a co-worker. Just download the mobile app to take Formilla notifications with you!

Apple: https://appsto.re/us/kvIt6.i

Android: https://play.google.com/store/apps/details?id=com.ionicframework.formilla961548

‎Install Formilla Live Chat on your website and allow your visitors to chat with you, even when you're on the go! Simply download this app and login with your existing Formilla Live Chat premium account. Formilla Live Chat features: Installs Instantly: Our live chat software works with any website...

11/19/2025

You can upload a picture, change the display name, and pick the job title for each user you have created! Just go to Settings -> Users, then click on the edit icon next to the user you want to customize.

On the Edit User screen, you will see fields for editing the name and job title that appears in chat sessions. There is also a link to upload the picture you want for the agent. You can use a portrait photo, or you can use an icon or a company logo if you prefer. Use the photo that represents you best!

We recommend using a picture that has a pixel size as close to a 1:1 pixel ratio as possible. This ensures the photo will not be distorted when it appears in chat.