Routing Visitors Through Embeds

Routing Visitors Through Embeds

Once you have created a few different embeds, you can start thinking strategically about how you want to direct the chat traffic coming in from these portals into your SalesIQ. You have the ability to create and configure specific embeds for specific target audiences, and the back-end flexibility to create departments and associate agents.

For a general embed placed on your index page, you can give visitors options and allow them to choose the department they want to chat with. Or from a product specific page you can create an embed and route those chats specifically to a product specific department. However you want to structure your business, we made it easy to configure.

To associate the routing of an embed:

 

  1. Go to "Settings".
  2. In the Web Embed section, click on the name of an embed, to enter the Embed details page.
  3. In the "Department" section, hover over the current details and then click "Edit".
  4. Choose from the drop down list a specific department to route all chats from the embed to, or choose “allow user to select department.”
  5. Click "Save".

There are many times when certain situations arise, that your SalesIQ will display a message to your visitor.

Leave your tone and style on these messages, and further enhance the totality of your customer service experience through SalesIQ.

    • Related Articles

    • Types of Web Embeds

      Not only can you customize your buttons, widgets, and chat windows to match your brand’s look-and-feel, but we also give you the freedom to choose where and how you include live chat, and give you multiple options of how to display to your customers ...

    • View and Edit Existing Embeds

      To view and edit the existing, default embed:   Go to "Settings". In the "Web Embed" section Click on an Embed’s name to navigate to the embed chats details. Here you can view and edit your current Embed information. If you have made any changes, ...

    • Configuring Waiting Time for Embeds

      When a customer clicks to connect with you through one your embeds, you can configure the amount of time your users have to answer and initiate a new chat from an incoming chat request. If an user doesn’t answer the chat request in the pre-defined ...

    • Cold Visitors

      The visitors who don't fall under any category will be listed under the Cold visitors tab. In cold visitors the following visitor information is displayed: Name/Random ID of the visitor (The star above the Name/Random ID denotes the repeated visitor) ...

    • Visitors Tab

      There are two types of default tabs available in the visitor history they are: All Visitors: This tab lists all the visitors visiting your website. Returning Visitors: This tab separates the repeated visitors from the all visitors and lists in the ...