2.4.1 Chat Window

Owned by SUPPORT
Last updated: Nov 03, 2024
2 min read

The Chat Window is the interface that visitors use to communicate with your agents. You can customize the Chat Window to change the style. You can configure the advanced settings to automatically receive chat transcripts with your visitors, automatically end chats if your visitors don't respond within a specific time, and so forth. The Chat Window can also be embedded in the webpage or set to pop up, and visitors can navigate to other sites while chatting. 

Step-by-Step Instructions

  1. Go to your system CloudCX installation domain, and log in with the admin account.

  2. From the left navigation menu, go to Omni Widget > My Widget. Select a Widget from the My Widget drop-down list.

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  1. Go to Web Chat > Chat Window.

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  1. In the Chat Window page, you can do the following:

  • Select colors for the chat bubble colors.

  • Select a style for the chat window.

  • Set display the agent avatar, agent title or agent bio on the chat window header.

  • (Optional) Options for Visitor: Check the box to allow visitors to send pictures or files during chat.

  • (Optional) Advanced:

    • Check the box to enable the system to automatically end chats if visitors don't respond within a set time.

    • Check the box to enable the system to automatically send the chat transcript by email.

    • Check the box to use 12-hour clock for visitors.

    • Enter a Greeting Message which will display at the top of the Chat Window.

  • Click Save.

  • (Optional) Click Live Preview button to preview.

After saving, the changes will take effect automatically and immediately. You can click Live Preview to initiate a chat to see how the settings work to your satisfaction.