How to setup your SalesIQ chat window home page ?

Setup visitor engagement modes

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Homepage > Visitor engagement modes.
   
2. Select the engagement modes you want your visitors to contact you from the website for help. You can choose between Chat or Call, or you can choose to display both.
   
1. Chat: Visitors can initiate a chat from the website for help(The call option can be displayed inside the chat window after the chat is initiated.)
   
2. Call: Visitors can connect on a voice call for help.
   

Chat window message 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Homepage >  Chat window message.
   
2. You can configure for both when your operators are available to assist the visitors in the Brand online content and when no one is available to assist in the Brand offline content.
   

 Display company logo in the homepage

The logo you upload in the company profile section will be displayed here. 

How to customize the color of your chat widget and chat window color?

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Customize.
   
2. You can pick a color for your chat widget & window and check how it will appear on your website in the preview window. You can blend the chat widget with your website color or have a contrast yet a color that goes well with your website for the visitors to spot where they should head for help. 
   

Display company logo  in the chat window

You can also choose to display the company logo in the chat window to make it a part of your branding.

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Customize and enable the Display company logo option to display the logo in the chat window.

The company logo uploaded in the company section will be displayed here. 

How do you customize the appearance of your chat widget?  

Hide widget message 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widget > Hide widget message.
   
2. You can hide the message displayed along with the widget and display only the coin if you think it interrupts the flow or want to maintain a subtle presence.
   

Custom Sticker 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widget > Custom sticker.
   
2. You can also display a custom sticker instead of the coin widget. It can be any image of the mentioned dimension, but before you use a custom sticker, choose a sticker that blends with your brand and also demonstrates help to visitors when they need it. 
   

Widget message - Online 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widget > Widget message - Online.
   
2. You can display a message that complements your website content and lets visitors know that your operators are available to help them with their queries. 
   

Widget message - Offline 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widget > Widget message - Offline.
   
2. You can display a message to let website visitors know that they are visiting the site outside business hours and that the operator is unavailable. 
   

Include operator image 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widget > Include operator image.
   
2. You can also display the operator's image on the coin so that visitors know whom they're talking to. 
   

Hide widget on mobile browser 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widget > Hide widget in mobile browser.
   
2. You can enable this option if you wish to hide the widget on the website if visitors access it from a mobile browser. 
   

Hide widget when offline 

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widget > Hide widget when offline.
   
2. You can also choose to hide the widget from the website outside of business hours.  
   

Widget position on website  

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widget > Widget position.
   
2. You can set the widget in two different positions on your website: Left-down corner and Right-down Corner. Choose whichever position increases your website's visibility.   
   

How do you customize the appearance of your Chat Window?   

Seasonal theme in Chat window

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widow > Seasonal Theme
   
2. You can choose a theme and mention the start and end dates for it to be displayed in the window.
   

 

Choose a theme for your chat window

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widow > Choose a theme for your chat window.
   
2. You can choose a theme and click Save.
   

Choose the size of your chat window  

1. You can choose the size of your chat window that best fits your website design.
   
2. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widow > Choose a size for your chat window.
   
3. You can choose your chat window size between Medium  & Large according to your website needs.
   

Choosing the chat window size does not apply to mobile browsers. The chat window size on mobiles is based on the screen size.

Display operator profile picture on connecting

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Chat widow > Display operator profile picture on connecting.
   
2. You can choose to display the profile picture of the operators in the chat window while they connect with the visitors to give a personal touch. 
   

Allow visitors to mute sound notification

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widow > Allow visitors to mute sound notification
   
2. By enabling this option, you can restrict the sound notifications actions like muting the sound notification of the visitors in the chat window. 
   

Use Customized CSS to change the appearance of the chat window  

1. To change the appearance of the chat window with your Custom CSS file.
   
2. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Chat widow > Upload custon CSS
3. Select Old or new,( If you are using the old chat window then choose Old, If you are using the new chat window choose New) and click Save.
4. You can get a live preview of your CSS on the preview chat window on the right-hand side.
   

Refer to our Custom CSS guide and try customizing your chat window.

Personalizing self-service knowledge base

Configuring Articles  

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Knowledgebase > Articles
2. Now, you can personalize your articles section in your visitor chat window.
   
1. Tab name: Customize the name of the article tab in the visitor chat window. You can translate the tab name into other languages by selecting the "Translate Name" option and entering the preferred names for respective languages.
   
2. Set up default language for articles: When no articles are available in the visitor's language, articles from the default language will be displayed to the visitor. If disabled, when no articles are available for the visitor's language, the articles section will be hidden.
   
3. Author info: Display the author's name and profile picture to the visitor when viewing the article.
   
4. Article Feedback: Enable visitors to provide feedback on knowledge base articles.
   
5. Combine departments: Group articles by department in the chat window. Once visitors switch to the Knowledge Base section, they will see the different public departments in your SalesIQ portal.
   
6. Categorize articles: Display the articles based on the categories. This helps users find required resources more efficiently.
   

Configuring FAQs

To display FAQs on your knowledge base:

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call > Knowledgebase > FAQs.
2. Now, you can personalize your articles section in your visitor chat window.
   
1. Tab name: Customize the name of the FAQs tab in the visitor chat window. You can translate the tab name into other languages by selecting the "Translate Name" option and entering the preferred names for respective languages.
   
2. Set up default language for FAQs: When no articles are available in the visitor's language, articles from the default language will be displayed to the visitor. If disabled, when no articles are available for the visitor's language, the articles section will be hidden.
   
3. Author info: Display the author's name and profile picture to the visitor when viewing the FAQs.
   
4. Article Feedback: Enable visitors to provide feedback on added FAQs.
   
5. Combine departments: Group articles by department in the chat window. Once visitors switch to the Knowledge Base section, they will see the different public departments in your SalesIQ portal.
   
6. Categorize FAQs: Display the FAQs based on the categories. This helps users find required resources more efficiently.
   

Change the chat window Language/Font  

• Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Language/Font.
• Select a language from the drop-down and click Save.

• If you do not find the language you want or wish to change it to match your website, choose the Website Language option at the top of the drop-down menu.
  

Languages supported in SalesIQ's website chat window  

S. No	Language	Chat window support
1	English	✔
2	Norwegian	✔
3	Catalan	✔
4	Finnish	✔
5	Bulgarian	✔
6	Chinese (Traditional)	✔
7	Indonesian	✔
8	Filipino	✔
9	Slovak	✔
10	Slovenian	✔
11	Czech	✔
12	Croatian	✔
13	Thai	✔
14	Arabic (New) - RTL	✔
15	Vietnamese	✔
16	Swedish	✔
17	Polish	✔
18	Dutch	✔
19	Italian	✔
20	Hungarian	✔
21	Greek	✔
22	Danish	✔
23	Turkish	✔
24	Spanish	✔
25	Russian	✔
26	Portuguese	✔
27	Ukranian	✔
28	German	✔
29	French	✔
30	Japanese	✔
31	Chinese(Simplified)	✔
32	Korean	✔

Font  

RTL language support for chat window

Matching the language of the chat window with the language of your visitors is essential for user experience and effective communication. This will contribute towards better engagement, increased trust and a more personalized interaction for your visitors.

Languages supported:

1. Arabic
2. Hebrew
   

Arabic

To get Arabic language display for the chat window on your website,

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Language/Font
2. Under 'Choose a language for your chat window', choose Arabic. Click on Save to save the settings.

1. This will change the layout of your chat window and the language to RTL format in Arabic.
   

Hebrew

To get Hebrew language display for the chat window on your website,

1. Navigate to Settings > Brands > Choose a brand > Personalization > Chat & Call  > Language/Font
   
2. Under 'Choose a language for your chat window', choose Hebrew.
   
3. Click on Save to save the settings.
   

1. This will change the layout of your chat window and the language to RTL format in Hebrew.