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Accepting chat

JonH edited this page Jun 16, 2015 · 3 revisions

Accepting chat request and inviting visitor to chat

As soon as an agent is online the visitor chat box will switch to an online state. The title of the chat box will change from We're not online to Chat with us, you can customize this text and lots of other settings here.

Accepting chat request

As soon as the visitor enters a message and hits the Enter key the less busiest agent will receive the chat request. On the left side of the screen you can see all of the current chat sessions. Clicking the new item will display the chat messages and will allow the agent to respond.

Inviting a visitor to chat

On the real-time visitors list, there is a link labeled engage to chat that will start a conversation with the visitor. If an agent invites a visitor to chat their chat box will automatically pop open and they will see the text configured for an invite action.

Following the visitor while they browse

When you are on a chat session and the visitor changes page, you'll be notified and see what page they are currently browsing.

Closing a chat session

Only an agent can terminate a chat session. When an agent clicks on the remove icon, the visitor will be notified that the agent has closed the chat session.