Setting Up Chat
Last updated
Last updated
If the AutoID script is placed on the website, chat just needs to be activated on the account and a new chat bubble will appear for your potential clients.
Navigate to the location that you would like to enable Chat for by going to “Manage Locations” on the left nav panel and search for the location you need.
Click to edit the location, then navigate to the Digital Campaigns tab
Under Digital Campaigns, click on the Chat tab to be taken to the Chat settings page
On this page, you can enable the chat feature as well as change the settings for it.
Web Chat | Toggle this to green to enable chat |
Default Chat Team: | Select the team that will receive the chat conversations by default |
Chat Email Notification: | Enable if you want to receive emails for new chat messages |
Chat Email Notification Recipients: | If chat email notification is enabled, who will receive the notifications |
Chat Window: | Click on “Customize” to change the look and feel of your chat window |
By clicking on Chat Window, you are taken to another page to customize the overall look and feel of the chat experience for your potential customers.
You have the option to customize most of the items on both the chat bubble and the chat window.
Start Message: | Customize what message will the visitor see when the chat window opens, including the colors and style |
Greeting: | Customize the color of the text and the message on the header of the chat window |
Eye-Catcher Message: | Customize the color of the text and the message that shows next to the chat bubble before it is clicked on |
Chat Icon: | Change the color, look, and size of the chat icon. You can choose from 5 different styles. |
Header Color: | Chane the color of the chat header to better match your website colors |
Send Icon Color: | Change the send icon color |
Click Save to enact the changes.
Once chat has been enabled, and if the AutoID script is enabled on the website, a new chat icon will appear in the lower right corner of the page. In the example below, the icon was branded to the website colors.
When a potential customer clicks on the chat icon, a chat window will appear.
A welcome message will appear that asks “What can I help you with today?” (Or will be custom to what was set up in Custom Chat Settings).
Once a user types a response into the chat window, the chat messages get sent to Message Center where it will notify whoever is logged in. The default team selected in your settings will receive the messages.
When a message is sent to Message Center, it will appear as a “Web Chat.”
