User Guide
Configuring Embed Specific Messages
When your customers click-to-chat with your SalesIQ, and an user answers that chat, you can pre-program a message to automatically be entered as the chat begins. This message can be customized for each specific embed, to ensure you give a ...
Chat Window
The standard chat window can be placed in your desired location on a page to give your customers easy access to your customer support through live chat. Finding your SalesIQ Chat window code Snippet Login to your SalesIQ Operator console. Click ...
Initiate Chat from Your SalesIQ Dashboard
To proactively chat with your website visitors you can initiate a chat from your SalesIQ dashboard. Login to your SalesIQ dashboard You could see the visitors Info, Visitor ID and Country Flag in the rings. Click above the Info. The Visitor Info ...
Initiate Chat from Your Website
Try to initiate a test chat from your website. This gives you a feel for what a pop-up style chat window will look like and how SalesIQ operates. Login into your SalesIQ dashboard Then, login to your website and initiate a chat from your website. ...
Share the Code with your Webmaster
Share the Code with your Webmaster To share a code snippet with your webmaster from the Welcome Page: If you don't have access to your site's HTML code or not comfortable with adding new code, then use the built-in link with each embed to send the ...
Customizing your button appearance
Click "Settings". In the Web Embed section, click the name of the embed you want to customize. In the "Button Appearance" section, click "Change the Appearance". This will display all the options for customizing the chat button. Make your changes and ...
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, ...
Adding a new embed
While you can plug the same embed onto multiple pages of code, or in your template to appear on all of your pages. You also have the flexibility to create new embeds and specifically design those chat portals for specific pages, products, departments ...
End the Chat
Once the chat conversation is wrapped-up, you can hit “End Session” icon on the chat window and then “End Immediate” or select any of your required "End timer" to End the current chat.
The Chat Window
Now that you have answered your test-incoming request, we want you to take this time to familiarize yourself with the SalesIQ chat window within the dashboard, and the powerful tools you can use during live chats with your customers. At the top of ...
How to Answer the Chat?
When the visitor initiates a chat, the chat request will pop-up mentioning the visitors Name/Random ID and Question. Click on the Accept button to answer the chat.
Track Your Website Visitors
Getting the SalesIQ code on your website will enable the visitor tracking. You can now track all the visitors visiting your website in your SalesIQ Dashboard. The SalesIQ dashboard consist of two different views, they are: Rings View List View Rings ...
Running a Test Chat
You have now enabled your SalesIQ, but before you can start connecting with your customers instantly, you will need to configure your SalesIQ operation to ensure you maximize each-and-every interaction with your customers. Before you launch SalesIQ ...
Add Tracking and Live Chat Code to Your Websites
Add Tracking and Live Chat Code to Your Websites The SalesIQ code will appear in the SalesIQ welcome page. You (or your webmaster) have to "Copy" the code from the welcome page. You will have two types of code on the welcome page, the Visitor ...
Visitor History
Wouldn’t it be great to observe the visitor’s visit-specific data such as which type of visitor visit your website, when they visited your site and how they reached your website? Visitor History is designed to help you find out more information about ...
Visitor Tracking
Integrate Visitor tracking & Live chat to your website/blog and convert website visitors to customers. Initiate proactive chat with visitors, engage effectively and close more deals. Monitor visitors real time and gain more insights about their ...
Customizing your Visitor tracking and live chat to fit your live chat operation
Visitor tracking and live chat is all about making your customers feel comfortable. Comfortable enough to reach out and connect with you right from your websites. Comfortable enough to open up and ask questions. Comfortable enough to keep coming ...
Getting Started
Welcome to Visitor tracking and live chat. In this guide you will find information about setting up your live chat system and configuring it so your business can get the most value from it. What are you waiting for? It is time to start connecting ...
Overview
Live Chat is an easy-to-use, quick-to-implement, live chat software solution designed for small and medium sized businesses. Live Chat streamlines the implementation process, so you can connect with customers in minutes and instantly start wowing ...