Pre Chat Forms helps you overcome this limitation by collecting the essential data from your visitors before starting a chat. You can use the collected data to analyze the visitor and record them in your SalesIQ portal.
Fields can be marked as mandatory by checking the 'Mark this field as mandatory' checkbox on the right. Users cannot skip the mandatory fields.
In-Chat forms allow the users to initiate chat without having to fill in the details before starting conversations; this can be very advantageous when it comes to quick support based businesses, where the customers expect to be assisted immediately without having to wait, you can collect their details later in the chat.
This style collects the details from the users in a more modern conversation style. The details must be entered in the chat window on the required input field.
If you wish to have a more modern feel where the visitors can dive into the conversation and collect their details later on inside the chat, you can go with the inline style. In the Inline style, the details are collected using standard chat window fields.
Define a time limit within which the operators must respond to the incoming chat request. If the limit exceeds, the unattended chat will go to the missed chat section. A lower time limit can increase customer satisfaction but a higher time limit has more chance of getting picked if you have limited operators.
If you have individual departments to look over a website or a part of the website, you can route the website visitors to their respective departments. For example: If a visitor initiates a chat from a Car dealership website, you can route the request to the department handling automobiles. Only the operators of that department will be able to see the incoming chat request. You have to assign at least one department with a brand.
You can assign multiple departments to a brand, and there is no cap on how many departments are associated with the brands, but a minimum of one department must be associated with each brand in your portal.
Note: Only the operators associated with the department will get the chat request when a visitor initiates a chat.
To use resources like Canned Responses, Templates, etc. available in the chosen departments. Enable the
Display Departments for Resources
option in the flow page, below the Chosen department heading.
If disabled, you have to pick the departments to utilize its resources. In the Flow control page, disable the
Display Departments for Resources
option and select the departments whose resources you would like to use.
Allow visitors to reopen a closed chat to seek further assistance on the issue. Reopening chat can help your operators assist the user based on the past chat's context without starting from the beginning.
You can allow your operators to decide if they want to pick a chat or to ignore them. Or you can automatically assign incoming chats to available operators whenever a visitor initiates one. Automatically assigning requests can help reduce missed chats.
You can set the maximum number of simultaneous chat request an operator can get. Once the queue limit has reached, the visitors will be asked to leave a message to contact the operators again.
You can moderate your chat by filtering abusive content. Enabling this can help you have a professional and safe workplace to assist genuine users and avoid abusers.
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