We built Visitor tracking and live chat from the ground-up to be live chat software that empowers your team to work together, engage with your customers and website visitors, drastically improve the speed, efficiency and quality of your customer support.
We also focused intently on making sure it was easy-to-use for both you and your customers. Yet at the same time, we engineered advanced, powerful features to give you greater depth of what you can do through Visitor tracking and live chat.
Below is our guide to help you configure some of these advanced settings to get the best fit and most power out of your Visitor tracking and live chat.
Advanced settings for Live Chat allows you to personalize chat settings according to your business needs. Advanced chat configuration includes setting your type status, sharing files, viewing chat statistics, collecting chat feedback, recording chat transcripts and a lot more.
To access your portal settings:
The visitor chat window settings you can configure:
Visitor tracking and live chat allows the administrator to control the agent chat activity and the idle timeout
Visitor tracking and live chat allows the administrator to control the idle time of an agent. This enables the chat widget to go offline after a certain time, when the agent is not available leaving the Visitor tracking and live chat logged in.
You can now select a time from the list to set the inactive period for an agent to set the status to idle.
This configuration allows you to set the maximum number of concurrent chats for an agent at a particular time. On reaching the limit the agent status will be changed to engaged.
Other portal settings configure the e-mail communications your Visitor tracking and live chat can automatically send, to keep you, your agents, and others in your company informed of important data from your live support chat operation.
To access and edit your e-mail configurations:
Your e-mail configurations allow you to:
Note: You can add multiple e-mail addresses to these fields, by adding a comma and then typing the next e-mail address.
You can change the portal owner at any time, with an agent who has an administrator role. If you don’t have an agent with administrator role, you have to change the role of the existing agent to an administrator. You can also add a new agent with an administrator role.
Note: Only an existing "Portal Owner" can assign his ownership to another agent.
To better organize your Live Support operation, and maximize the ability to connect with customers, we made it easy to create Departments within your Visitor tracking and live chat. Add all your customer supporting departments inside Visitor tracking and live chat, and each Department can have their own, dedicated chat widget. Specify groupings of agents for each department to ensure the right agent answers every chat.
When you created your Visitor tracking and live chat the system automatically generated a default department, which will have the same name as your portal.
Departments can either be public or private. Public departments are visible to your visitors and give you the ability to create embeds for these departments. Private departments are only seen by those inside your company, and are for back office agents, where agents from public departments can transfer chats to these private departments when necessary.
You can add agents to your department from the list or you can search an agent with their Email Address.
Department settings configure the e-mail communications. Your SalesIQ can automatically send, to keep you, your agents, and others in your company informed of important data from your live support chat operation.
Note: You can add multiple e-mail addresses to these fields, by adding a comma and then typing the next e-mail address.
You can disable the configured department when it is no longer required or if you would like to freeze it for some time.
You can Renable the configured department in SalesIQ at any time on need after disabling it.
To help your live chat customer support operation run more smoothly, we give you to power to organize your resources effectively. With the ability to add your team members, and configuring them into one of three roles, you will be able to find the optimal structure for your live chat operation.
Administrators have the power to perform any action in your SalesIQ, access all information and edit any configuration.
Supervisors can not make any changes to the SalesIQ, but they are able to view all the data inside your operation.
Associate connect and chat with customers and deliver solutions. You can limit what data they have access to, and they can’t delete or edit any records.
You can choose your own language, SalesIQ supports eight languages.
The Agent performance section is a robust dashboard that gives you a feel for everything going on throughout your entire Live Customer Support Chat operation.
When you enter the Reports module, by clicking My Profile on the left-hand navigation, you will automatically enter the Performance Report dashboard below the main profile. By default the dashboard will be displaying the reports for the current day only.
But you are not limited to only viewing reports for Today only, and it is easy to change the range you run any report.
By default the agent performance report displays an agent’s activity across all departments and for the current day but you can manipulate the input source, either by specifying a particular department, or choosing a different time frame like Yesterday, This Week, Last Week, This month or Last month.
You can view the internal chat history, which you had between your agents.
Sadly, not everyone who initiates a live chat with your SalesIQ will be a customer or interested visitor. Sometimes you will find spammers or other harassing personalities will attempt to annoy you by conducting non-genuine live chats with your agents.
When you encounter these problem visitors, we want to ensure they don’t ever waste another second of your valuable time. Cut them off by blocking their IP address from initiating future chat requests. Both administrators and agents have the power to blacklist a specific IP address, while an administrator must approve an agent’s action first.
To block an IP address from initiating chats to your SalesIQ:
Visitors from the black-listed IP addresses cannot access your embedded chat widgets in SalesIQ.
Note: IP blocking has to be approved by a user with supervisor or administrator role, if the user with associate role blocks it.
To delete a specific IP block:
Note: You can block a specific IP addresses from either one embed, or from all your embeds, depending upon the reason for the blacklist.
Though it is easy to use, and designed to meet the live chat needs of small teams, don’t be fooled by SalesIQ. It is far from a shallow offering, and even offers some advanced features that can provide added value to your live support operation.
Because you aren’t always the right agent to answer a specific question, or you need to take a break or leave for the day, we give you the power to easily transfer an ongoing live chat to another agent.
To ensure your live customer support chat operation continually runs smoothly, we engineered the ability to monitor chats through your SalesIQ. You have the option of configuring filters to monitor chats in different ways.
You can monitor all chats a specific agent is conducting with customers. Or set up a filter to monitor incoming chats for a specific site visitor, to track how your agents are handling specific customers. Even monitor all incoming chats from a specific IP address.
Now you can set your working hours in SalesIQ and make sure your chat widget go offline, after your business hours even when your agents are logged in. Acknowledge your availability and give your customers a better sense of when they can expect a personal response to their chat requests. You can enhance your workflow by specifying business hours.
Note: