FAQs in this section
Why am I seeing a smiley beside the chat number? Why do I integrate Facebook with Web Chats? Why do I configure the Live Chat widget? Who are the clients in Web Chats? Who are agents in Web Chats? Where do I see a chat's metrics? What metrics of Web Chats do I see from the Reports module? What is the Live Chat console? What is the importance of the Live Chat widget? What is the green tick mark beside the client's photo? What is the difference between the New and Open status of a chat? What is a Tracker code in Web Chats? What is the difference between the Busy and Offline statuses of an agent? What happens when an agent goes offline? What does the bulb icon do in Web Chats? What do the numbers in a chat list indicate? What are Web Chats? What do Pages Visited show in Web Chats? What are the main features of the Live Chat widget? What are the tick marks in the chat window? What actions can an agent take in the chat window? Is Web Chats available in the Sales Professional edition? Is the Web Chats module available by default in the CRM? I can see green dots next to a client's name. What does this mean? I have a Facebook account, is that enough for Web Chats? How do I track the performance of my agents? How do I see a client's feedback? How do I send images to the client from the chat window? How do I install Web Chats module? How do I know when a client replies to me? How do I know the source of the customer? How do I customize the live chat widget to my needs? How do I go back to the Live chat console from List View? How do I configure Facebook's integration with Web Chats? How do I check whether the Facebook integration with Web Chats is working? How do I, as a reviewer, give feedback to the agents? How do I add a tag to a chat record? How do I activate Webchats? Do I get a link to the chat record? Can the customers automatically view answers in the widget? Can I send images to the client from the chat window? Can I see the location of the client in the Live Chat console? How do I add a case from a chat? Can I add a deal from a chat? Can I open an active chat in a new tab? Can an agent view the chats assigned to another agent? Can an agent transfer their chat to another agent? How do I send a transcript to the client? What are transcripts? Where do I find it? What does One View in Web Chats show?
How do I activate the Live chat widget on my website?
Table of Contents
Follow these steps to activate the widget:
For embedding the widget in your mobile app and getting a full page view, please replace "widgets.js" with "fullscreen" in the URL. For example, if the tracker code is the following:To embed the same in your mobile app, you should use the following code to get the fullscreen view:To learn more about Web Chats, click here.
- Log in to your CRM instance.
- Click on your User Profile in the top right corner of the screen.
- Click the Settings button.
- Select Trackers under Websense.
- Click the Activate Websense button.
- The system will add the first tracker code automatically.
- To add a tracker code of your own, click the +Create Tracker button, provide a name, and click Save.
- Enable the tracker. When you enable the tracker, the status changes from ‘Inactive’ to ‘Active’.
- Hover over the tracker record and click Copy this button. The tracker code will be copied to your clipboard.
- Inject the tracker code into your website’s source code. You will see the widget on the bottom right corner of the website page.
For embedding the widget in your mobile app and getting a full page view, please replace "widgets.js" with "fullscreen" in the URL. For example, if the tracker code is the following:
Was this FAQ helpful?
1 out of 2 found this helpful.
Be the first to comment