Snap to: Creating a Live Chat Button / Adding Chat Operators / Offline Message / Proactive Chat / Chat Request Form / Personalization


Creating a Live Chat Button


To create a Click to Chat button navigate to the Installation portion of the page, scroll down to the "Get Live Chats" section, and click Create New. On the next screen proceed to fill in the "name" field and then click Save.



Installing a Live Chat Button


To install a new live chat button navigate to the Installation portion of the page, scroll down to the the Live Chat button you wish to implement, and then click the Install button. A window will open in the middle of the page with code to be pasted onto a website, a clickable link for an email, or a QR code.


 

Adding Chat Operators


To add a chat operator navigate to Installation, scroll to the live chat button which you want to add an operator to, and click Edit. On the next screen find the section titled "Chat Operators", select "Add a new operator", fill in the email address of the person who you would like to make an operator, and the click Add a new operator. After that, an email will be sent to the address you specified allowing the to create an account to be a chat operator.  


Offline Message


In the instance that you do not have a chat operator online, you have to option of having an offline message appear. To access this feature navigate to Installation, scroll to the live chat button which you want to add an operator to, and click Edit. Scroll down to the section titled "Customize you offline message", in the field below you can type what you'd like your chat window to display to users. Additionally if you check the box beside "Allow user to send you a message when you do not have online operators" you can leave a dynamic form for users to leave you a note or contact info. For more information on customizing dynamic forms, click here.



Proactive Chat


Proactive chat gives you the ability to have a live chat window display on a users page after a given amount of time. To enable proactive chat navigate to Installation, scroll to the live chat button which you want to add an operator to, and click Edit. Scroll down and check the box beside "Proactive Chat" section. Now you have the option to select the amount of time after a user comes onto a web page before your click to chat button will pop up. You also have the option in the field beside "Show" to specify the message show to the user.


Chat Request Form


The chat request form is what user see when the click the live chat button. With the feature enabled, a user needs to enter their email address and name before being able to enter a chat with an operator. Info from these forms can be saved from the chat console directly into a new contact in the CRM. 



Personalization


To personalize your live chat button navigate to Installation, scroll to the live chat button which you want to add an operator to, click Edit, then on the next page click Personalization on the left of the page. To change the image displayed as your button you can past an images URL in the field below "or enter your image's URL here".



Under the "Advance Options" section you can edit the header of you live chat button by changing the text in the field below "Change button title in dialog box". You can also directly affect the look of the chat window by pasting custom CSS code into the field below "Custom CSS"



There are also options to add supported languages to your chat button and the ability to enable Google Analytics for your live chat button.