Engaging with a visitors
In order to engage with a visitor, just click on his row. A lock icon will appear on the right side of the visitor row. This lock indicates that you are the one who holds the visitor and talking to him. In addition, a chat box will be opened.
Open video stream – If the agent camera is opened (right under the profile picture, in the left side of the screen), clicking on the video icon will open the video chat in the visitor side. The visitor will be able to see the agent, and only if he wants – he will be able show himself.
Auto messages – In the personal settings, you can prepare constant messages. When talking to visitor, you can press on the dropdown arrow and choose one of the messages. Please note that if there are no auto-messages configures, the dropdown button will be hidden.
Open visitor chatbox – force opening the chat box to the visitor.
Invite visitor to chat – proactively inviting visitor to chat.
Open contact form – the visitor will recieve a contact form to fill, inside the chat screen.
Redirect client to a webpage – the agent needs to enter a URL in the website the visitors is currently in, and the visitor will be redirected to this page.
Browsing history – form will be opened, showing you all past visits and details of this visitor.
In the left side, you can see all the agents. If agent is online, he is marked in green. If he is away, he is marked in orange.
To set yourself in “away” mode, click the “away” checkbox in the header. By doing so, you’ll not consider as online agent, and visitors won’t be able to engaged with you.
Store owners, “admins” have star sign near their name.