User Manual

Site Configuration

This segment is used to set configurations for Chat and Email console. All the changes made are through the Admin console. To view this feature visit to Settings>Common>Site Configuration as shown in the below screen-

Site configuration 1

This will lead to the following below screen-

Site configuration 3

The page includes various screen elements, which are as under-

                      Screen Elements

                            Description

Organization Full Name

Name of the organization

Website

Provide the URL to represent a website

Contact Email

Email address of the operator

Idle Timeout

Provide the time in minutes after which the system will logout the operator, supervisor and admin

Show Customer Typing Message

Check the checkbox to make the typing message from customer visible by the customer. Uncheck to hide the typing message by customer.

Use Secure Connection(SSL)

Check the checkbox for application to be in secure connection. Uncheck to let the application in general connection.

Email Download Limit

Provide the number of emails to be downloaded by the operator.

Is Save Transcript Allowed

Check mark the box if transcript is to be saved. Uncheck if not required.

Is Number masking Allowed

Check mark the box if masking of number is to be done. Uncheck if numbers entered by customers are to be shown.

Is Queue Allowed

Check mark the box if chat queues are allowed after operator reaches the maximum chat limit.

Is SetEmailPriority Allowed

Check the checkbox if the priority of email has to be set. Uncheck the checkbox if not required.

Chat Notification

Check mark the box if chat notification is needed in the operator screen for a new chat

Email Notification

Check mark the box if email notification is needed in the operator screen for a new email

Chat Window Type

Select the type of chat window for users from the options-

•Pop Up Chat Window

•Embedded Chat Window

Contact Number

Enter the contact number of operator

Selective Email Distribution

Check the checkbox for selective email distribution

Time Zone Settings- The user will be shown the time as set in the time zone settings by Admin. The screen elements in this section include-

                      Screen Elements

                          Description

Company Time Zone

Select a particular time zone from list of available time zones

Opening Time

Set the operator available time in hh:mm:ss format into the system

Closing Time

Set the operator unavailable time in hh:mm:ss format into the system

Enable Time Stamp

Check the box to enable time stamp during customer operator chat


Chat Transfer Methods
– This method allows an operator to transfer the chat to another operator or to another skill or both. It includes two options-

Transfer To Operator– Check mark the checkbox to enable the function of chat transfer to another operator.

Transfer To Skill– Check mark the checkbox to transfer the chat to another skill.

Click Submitafter entering the values in the fields. Click Cancel button to cancel the process.

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