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.