Live Chat Configuration

This document will explain you how to configure Advanced CRM Live Chat
 
Pre-requisites :
Following are very important points to keep in mind, while configuring the Live Chat:
1. There must be at least one department added in CRM system.
2. The department must be allowed/checked for Live Chat.
3. At least one user must be attached to that department.
4. The user must have at least one email address.
Getting Started
These are the steps while getting started Advanced CRM Live Chat:
1. Live Chat icon on website:
  If you want to add a chat icon on your any web page/ website, then you have to use the script on that web page. You can find that script by navigating CRM system Left Menu >> Admin >> Live Chat >> Chat Configuration. Click Here for help.
You can use any chat icons for your web page. These icons will be shown as following depending upon any support representative either Online or Offline. Sample images are as follows:
 
Online Image Offline Image
2. Updating/Changing Live Chat icon:
  You can also update/change the chat icons as per your requirements.
Follow this navigation to change / update chat images/icons. CRM system Left Menu >> Admin >> Live Chat >> Chat Configuration
Also Click Here for more help.
3. Making a Test chat:
 
a. For Admin
 
  • Log-in to CRM system using the user name that is attached to the department which is checked/allowed for chat.
  • Click Live Chat icon on top-right side of the CRM system screen. Click Here for help
  • Accept the chat request displayed in Admin chat window. Click Here for help
b. For Customer
 
  • Click on Live Chat icon which is displayed on any web page / website
  • A form is opened, showing Leave Message (top-right) in case any operator is not available. Click Here for help
  • Fill the form and click Continue to start the chat
  • A chat window will be opened and customer can continue the chat by sending text messages or smileys. Click Here for help
   
Related Links
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