FAQs in this section
What does One View in Live Chats show?
What are Live Chats?
How do I install Live Chats module?
How do I activate the Live chat widget on my website?
What is the importance of the Live Chat widget?
How do I track the performance of my agents?
Can I open an active chat in a new tab?
What is the difference between the New and Open status of a chat?
Is Live Chats available in the Sales Professional edition?
What metrics of Live Chats do I see from the Reports module?
Can I see the location of the client in the Live Chat console?
Can I add a deal from a chat?
How do I, as a reviewer, give feedback to the agents?
How do I send images to the client from the chat window?
How do I know the source of the customer?
What are transcripts? Where do I find it?
What happens when an agent goes offline?
What is the green tick mark beside the client's photo?
How do I configure Facebook's integration with Web Chats?
Who are agents in Live Chats?
Can the customers automatically view answers in the widget?
Can an agent view the chats assigned to another agent?
How do I go back to the Live chat console from List View?
Why am I seeing a smiley beside the chat number?
What is the Live Chat console?
What actions can an agent take in the chat window?
What do Pages Visited show in Live Chats?
What is the difference between the Busy and Offline statuses of an agent?
How do I know when a client replies to me?
Why do I integrate Facebook with Live Chats?
How do I customize the live chat widget to my needs?
Can an agent transfer their chat to another agent?
Where do I see a chat's metrics?
What do the numbers in a chat list indicate?
Is the Live Chats module available by default in the CRM?
Why do I configure the Live Chat widget?
What does the bulb icon do in Live Chats?
How do I check whether the Facebook integration with Live Chats is working?
Do I get a link to the chat record?
How do I add a case from a chat?
How do I see a client's feedback?
I can see green dots next to a client's name. What does this mean?
How do I add a tag to a chat record?
How do I send a transcript to the client?
Can I send images to the client from the chat window?
Who are the clients in Live Chats?
What are the tick marks in the chat window?
What are the main features of the Live Chat widget?
What is a Tracker code in Live Chats?
I have a Facebook account, is that enough for Live Chats?
How do I keep a chat conversation open without closing it?
How do I activate Webchats?
Table of Contents
Now that you have installed the Live Chats module, you will have to activate the Live Chat widget so your clients can contact you.
Follow these steps to activate the widget:
Follow these steps to activate the widget:
- Login to your CRM instance.
- Click on your profile picture in the 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.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment