1/ The technical requirements needed to test the chat
Make sure you have properly installed the iAdvize tag on all pages of your site beforehand and have a basic configuration set up.
2/ Check the configuration of your user account
Access the configuration page of your user account by clicking on your avatar displayed at the top right corner of the iAdvize administration. Then click "My Account".
On this page you will be able to check the settings for the following items:
- Number of simultaneous chats: this is the maximum number of chats you can handle simultaneously from your discussion panel.
- Username: this is the name that will appear next to your messages for the visitors, in the chat window.
- Language spoken: these are the languages supported by your agent account. Specifically, you can receive chats from visitors speaking the languages you've selected. Note : The "Main language" section will modify the language of the user interface of the discussion panel.
- Website: these are the sites supported by your agent account.
3/ Connecting to the discussion panel
Once the configuration of your user account is verified, simply connect to your discussion panel to make yourself available and trigger the display settings that you have configured.
4/ Verify that the chat elements display properly
Once you are logged into the iAdvize discussion panel, you will trigger the default display defined in the display mode of your iAdvize configuration. In this example, only a floating chat button will appear on your site.
Note that it can take up to fifteen seconds for the connection to be taken into account on the iAdvize discussion panel. Don't hesitate to refresh your site several times when you are testing.
There you have it! You're now ready to engage a conversation with your visitors.