--- title: "Chat to Text integration" slug: "chat-to-text-integration-1" updated: 2026-03-27T19:13:24Z published: 2026-03-27T19:13:24Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Chat to Text integration ## Overview ServiceTitan’s Chat to Text web conversion tool integration can help improve communications with your customers. By using the Chat to Text web interface, your customers can ask questions and get answers to their issues directly on their mobile devices. This helps provide a positive user experience, which may increase job conversions by providing better job information to the customer in advance. --- --- ### #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - This feature is currently in beta and is subject to change. ## ## Things to know - To use Chat to Text integration, connect to the [Chat section](/v1/docs/set-up-and-enable-chat) in ServiceTitan. - Messages sent in by customers when using this feature appear in the *Chat*tab on the *Call Booking* screen. ## Set up Chat to Text To use the Chat to Text feature you need to set up the feature in ServiceTitan and activate it for your customers. ## Chat to Text integration in ServiceTitan To set up the *Chat to Text* in ServiceTitan: 1. Go to the top toolbar and click **Settings**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****. 2. In the side panel, click **Integrations > Marketing Integrations**. 3. In the *Chat to Text* widget, click **Configure**. *General Settings*opens. ![Configuration options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-0su1czk4.png) 4. Enter your company details in the *General Settings* step: 1. Create a new **Widget Name**. 2. Enter your **Website Link** and **Phone Number**. 3. To edit the phone number, chat permissions, and autoresponder messages, click **Chat Settings**. The Chat settings screen opens. For more information on this, see [Set up and enable chat](/v1/docs/set-up-and-enable-chat) and [Set up Chat Autoresponder](/v1/docs/set-up-chat-autoresponder). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-qkqbcns4.png) 5. When you’re finished, click **Save.***Message Customization*opens. 6. Enter your **Welcome** and **Confirmation Messages**you want to send to customers. ![Customize chat messages with welcome and confirmation text fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-7kryqnhk.png) 7. When you’re finished, click **Save**. This opens the *Design* step. 8. In the *Design*step, choose the widget’s **Buttons Color**, **Primary Color**, **Header/Footer** color, and **Background Color** by entering the hex (hexadecimal) code in these fields. To get the right codes for your colors, click **How to get Hex code** and follow the instructions. ![Design preview for a text message input form with various color options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-cx9mruyx.png) 9. When you’re finished, click **Submit**. 10. To get your Chat to Text code, click **Get Code**, the *Embed code*page opens. ![Congratulations message with a trophy icon and a button to get installation code.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-iuwgt7y8.png) 11. To install Chat to Text on your website, click **Copy Code** and go to your website. After you are on your website, open your website HTML page and paste this code at the end of your website . 12. Click **Copy Code** to copy the code or **Copy and Share** to copy and send the code snippet via email. ![Instructions for embedding chat code into a webpage's body section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-m0i1jbrn.png) 13. Click **Close**to finalize the configuration. ## Add a Chat to Text 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-s5k36t4n.png)**. 2. In the side panel, click **Integrations > Marketing Integrations.** 3. In the *Chat to Text*widget*,* click **View**. This opens the *Chat to Text*widgets page. ![ServiceTitan Widgets section with a highlighted 'View' button for Chat to Text feature.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-g0jilgep.png) 4. To add a new Chat to Text, click **Add New**. This opens the *Configure Chat to Text* page. ![User interface showing chat options with an 'Add New' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-347irt6r.png) > **Note:***You can only add as many widgets as your plan allows. To upgrade your plan, contact your CSM or ServiceTitan Sales.* ## Edit a Chat to Text 1. Go to the top toolbar and click **Settings**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png). 2. In the side panel, click **Integrations > Marketing Integrations.** 3. In the *Chat to Text*widget*,* click **View**. This opens the *Chat to Text*widgets page. 4. To edit a Chat to Text, click **Edit**for the chat to text you want to edit. The *Configure Chat to Text*opens. ![User interface showing chat settings with an edit option and modification date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-x9xv2q5p.png) > **Note:***You can activate and deactivate the widget using the toggle next to the****Edit****button.* ## Chat to Text integration for Homeowners To check if the widget of Chat to Text is on your phone or desktop: 1. Activate the widget. 2. In the *Design* step, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-17l60lxk.png). ![A form requesting user information for text communication, including name and message fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-y45u3um7.png) ## Chat to Text for Homeowners Once you have the Chat to Text widget set up on your websites, your customers can start a chat with you: 1. Go to the service company web page and open the Chat to Text. 2. In the *Contact Information,* enter your **Name** and **Mobile Phone Number**. 3. In the *Message*field, enter the information you want. 4. When you’re finished, click **Send**. > **Note:***The text you entered in the widget appears on the ServiceTitan chat.* ## *![Input form for texting assistance, including name, phone number, and message fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/chat-to-text-integration-image-hn74mmwf.png)* ## Add alerts for Chat to Texts in ServiceTitan For quick communication between your office employees and homeowners, you can add a Chat to Text alert in ServiceTitan. The employees can follow up and track the messages they receive and organize their replies in a short time. For more information on alerts, see [Create Chat alerts](/v1/docs/create-chat-alerts) and [Use Alerts](/v1/docs/use-alerts). ## Want to learn more? - See [Set up and enable chat](/v1/docs/set-up-and-enable-chat) - See [Set up Chat Autoresponder](/v1/docs/set-up-chat-autoresponder) - See [Create Chat alerts](/v1/docs/create-chat-alerts)