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AI Search (Beta)
AI Search adds a conversational layer to your storefront search. Instead of matching keywords, it lets shoppers descr...
Maximize the Impact of your Widgets - best practices
This article guides you on how to efficiently set up your iAdvize widgets on your e-commerce website.Simple adjustmen...
Your Administration Alerts
The alert system helps you daily to ensure iAdvize functions properly on your site. All alerts require action on your...
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Get started
- iAdvize, channel by channel
- How iAdvize works & Prerequisites for a conversational strategy
- Introduction to iAdvize Tags
- Install iAdvize via Google Tag Manager
- Integrate the Main tag manually
- Integrate the Transaction tag manually
- Technical requirements needed for iAdvize
- Sales / Monitoring transactions - Technical constraints
- The iAdvize Help panel
- Glossary
- iAdvize Product Portal
- Webinars
AI Shopping Assistant
- AI Shopping Assistant: principles and usage
- Configure your Assistant in the Assistant Builder
- Test your Assistant with the Test Mode
- Knowledge: Ingestion Methods
- The Google Shopping XML file for your product catalog
- The CSV file for your product catalog
- Use Lengow to create a product feed
- Use Shopping Feed to create a product feed
- Using SmartFeeds to create a product feed
- Use Channable to create a product feed
- Updating and managing your Helpful Content
- The CSV file for your helpful content
- Add your Zendesk knowledge base to your helpful content
- Your website (web scraping) for your Helpful Content
- The PDF file for your Helpful Content
- Add your Mayday Knowledge Base to your helpful content
- Add-To-Cart from a conversation with your Assistant
- Cross Selling - suggest complementary products to your visitors
- Compatibility Search: guide your visitors to the right choice
- Shopping Panel: the immersive shopping experience
- How to set up a WISMO workflow using your order tracking tool
- Track and Analyze Your Assistant Performance
- Improve your Shopping Assistant
Engagement
- AI Search (Beta)
- Maximize the Impact of your Widgets - best practices
- Engagement Strategies
- Different types of widgets
- Engagement menu update: what's changed
- Configure mobile widget from widget editor
- FAQ - asynchronous conversation
- How the distribution of conversations works
- Functional scope: conversation queues
- Shopping Assistant – Setting up asynchronous routing
- Assignation methods between routing groups
- Create a filtering rule for social channels
- iAdvize doesn’t appear on my website: what to check
- Create an engagement strategy (old version)
- Customising my chatbox
- Manage the display schedule of your widgets
- Target with regular expressions
- Stop display of floating widget (bêta)
Workflows
- Workflows: availability, transfers, closure
- Workflow builder: create and manage your workflows
- Workflow scenario: different cards and their functions
- Bot scenario: our writing tips
- Starting a bot project: key questions to consider!
- Bots and Humans: balance your distribution
- Adapt your bot scenario with the Condition card
- Carousel in Bot scenario
- API Connection: using them in a Bot scenario
- API Connection: plug your bot
- WhatsApp bots: specifics and configuration
- [Beta] Automated flows: automate and customize your email requests
- Intent manager (NLU)
- Entity manager (NLU)
- NLU bots: best practices
- NLU bots: our scenario recommendations
- Monitor & maintain your bot
Desk
- Support Desk: supporting respondents with generative AI
- Overview: the conversation panel, your conversation interface
- The iAdvize mobile app (mobile desk)
- Presence and availability management on the iAdvize conversation panel
- Integrated Desk
- Features on desktop conversation panel and mobile app
- Agents read summaries of conversations, add comments and tags at any time
- Enable your respondents with new tools
- Agents, follow your indicators, your closed or snoozed conversations
- Send rich links preview
- Close a conversation
- Manage Chats in the desktop conversation panel
- Agents report an issue regarding the order of exchanges with clients.
- Activate the iAdvize visual warning on different browsers
- Mirroring: technical constraints and troubleshooting
- Conversation panel disconnections and slowness
Channels
- Manage the chat behaviour when starting a conversation (pop-up alert, welcome message)
- Measure customer satisfaction at the end of your conversations
- Functional scope of the iAdvize chat box
- WhatsApp - Channel activation
- WhatsApp: set up the channel
- WhatsApp - Functional scope
- Why choose a language for my WhatsApp number?
- WhatsApp - Best practice GDPR
- Engage your audience from WhatsApp with proactive messaging
- Facebook Messenger - set up the channel
- Facebook Messenger - Manage automatic answers
- Messenger: you do not receive any messages
- Install the iAdvize chat on your mobile app - Mobile SDK
- Functional Scope: Mobile App (SDK)
- FAQ : Mobile App (SDK)
- The differences between the Web Chatbox and the Mobile SDK Chatbox
- Messaging-to-Call escalation: how it works with Connected Bots
- Call-to-messaging: switch incoming calls to messaging
- Apple Messages for Business (AMB) - Beta - Functional scope
- Apple Messages for Business (AMB) - Integrate AMB
- Apple Messages for Business (AMB) - Beta - How to use intents and groups?
Reports
- Your iAdvize Homepage
- Reports - Overview
- Reports - Sales
- Reports - Conversations
- Advanced reports - AI Shopping Assistant
- Advanced reports - Insights
- Advanced reports - Supervision
- Advanced reports - Live activity
- Advanced reports - Customer experience
- Advanced reports - Automation
- Definition of indicators
- Contact vs Conversation: differences
- Advanced exports using crosstab in Microsoft Excel
- Measure and improve your productivity
- Where to find my visitors' data?
- My data is inconsistent, outdated, and some conversations are missing from the report
- I do not have access to the report or I cannot see all the data within the report
Integrations
- iAdvize integration capabilities
- iAdvize Authenticated Messaging - web backend implementation
- iAdvize Authenticated Messaging - web client-side implementation
- Authenticated messaging
- The iAdvize Playground makes your dev life easier
- Identify your visitors
- Create a custom dashboard
- CCaaS & Call center solution
- CRM
- eCommerce platform
- Web analytics and Tag Management System
- Business Intelligence & Reporting
Settings
- Your Administration Alerts
- Add & edit a website (project)
- Visitor Scoring - Give your visitors a rating based on their behaviour
- Create and use the custom data
- Choice of time zones
- Languages available
- Create or edit a user account
- Login and Reset your password
- Custom roles and permissions
- Use user skills
- How can I manually disconnect an agent who is still connected?
- Use the user groups
- Consent management
- Microsoft Azure OpenAI & iAdvize
- The GDPR & iAdvize
- iAdvize and cookies
- Modifying privacy settings
- Hide the confidential information of your visitors
- Create pre-recorded (canned) responses
- Create pre-recorded offers
- Create pre-recorded links
- Managing response, link and offer categories
- Create and manage the discussion types
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