Difference between revisions of "CRM Chat"
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=Overview= | =Overview= | ||
This chat feature will connect you with your business clients. The chat will appear as a chart where you can see your clients, what kind of plans they have and you can add additional options. | This chat feature will connect you with your business clients. The chat will appear as a chart where you can see your clients, what kind of plans they have and you can add additional options. | ||
| + | |||
| + | = Overview = | ||
| + | |||
| + | This chat feature will connect you with your business clients. The chat will appear as a chart where you can see your clients, what kind of plans they have and you can add additional options. | ||
| + | |||
| + | = Embed Chat to Your Website = | ||
| + | |||
| + | To embed the chat feature into your website: | ||
| + | |||
| + | #Click '''Embed Chat to Your Website'''. | ||
| + | #Next you can select a defaut department either '''Sales''' or '''Support ''' | ||
| + | #Select the default message number | ||
| + | #Next click the '''Select and Copy''' button and paste it into the body of your website. | ||
| + | |||
| + | |||
| + | |||
| + | = Add Chat Operators = | ||
| + | |||
| + | You can choose the number of operators you would like to add to your website. You can add up to 50 operators. | ||
| + | |||
| + | = Change Chat Settings = | ||
| + | |||
| + | If you need to change you company name, sales email or support email you can do that here. Just enter the new information in and press modify, | ||
| + | |||
| + | = Change Chat Password = | ||
| + | |||
| + | To change the password on your chat application simply enter the new password and press '''Change Password'''. | ||
| + | |||
| + | [[Category:Setup]] | ||
[[Category:Setup]] | [[Category:Setup]] | ||
Latest revision as of 16:14, 5 May 2015
Contents
Overview
This chat feature will connect you with your business clients. The chat will appear as a chart where you can see your clients, what kind of plans they have and you can add additional options.
Overview
This chat feature will connect you with your business clients. The chat will appear as a chart where you can see your clients, what kind of plans they have and you can add additional options.
Embed Chat to Your Website
To embed the chat feature into your website:
- Click Embed Chat to Your Website.
- Next you can select a defaut department either Sales or Support
- Select the default message number
- Next click the Select and Copy button and paste it into the body of your website.
Add Chat Operators
You can choose the number of operators you would like to add to your website. You can add up to 50 operators.
Change Chat Settings
If you need to change you company name, sales email or support email you can do that here. Just enter the new information in and press modify,
Change Chat Password
To change the password on your chat application simply enter the new password and press Change Password.