The chat box is the central element of thepanel. It contains information about the visitor, messages exchanged and the tools available during the discussion (message filter, sending a link or an offer, etc.)
They allow you to filter the contents of the chat box to only display one type of message.
- Visitor: only displays visitor messages
- Agent: only displays agent messages
- Actions: only displays the actions performed during the conversation (sending offers, links, etc.)
- Navigation: only displays visitor navigation information (url visited during the conversation)
2/ Action pane
This pane, which can be reduced, groups all available actions during a discussion. Some actions are unavailable in call or video mode:
Send a link:
You send a link to the person you are speaking to. The visitor can click the link in the chat window.
Send an offer:
You send an offer to the person you are speaking to. This is a sales message accompanied by an image and a link which appears in the visitor's chat box.
If a visitor cannot find a product or carry out an action, it can sometimes be easier to demonstrate how to do so on the visitor's screen. With this feature, take control of your visitors' navigation to direct them where you want.
Open the current page:
This option allows you to open the page the visitor is currently looking at in a new tab in your browser. This can be useful if you can't see certain areas of the page from the panel.
Forward this visitor:
You don't have the answers to your visitor's questions? Transfer them to a suitable agent with the option "Forward this visitor".
Close the discussion:
At the end of each discussion, it is necessary to close the conversation by clicking the option "Close the discussion" or the cross icon which allows you to close the chat window.
Block this visitor: You can block an unwanted customer to avoid being contacted by the customer again. Customers can be unblocked by a manager from customer management.
3/ Information pane
This pane gives you all of the visitor's information (navigation information and information from custom data)
This is how the visitor accessed your site (direct access, search engine etc.)
Here you will find information about the visitor's navigation around your site:
- Browsing duration
- Number of pages viewed
- Number of visits to your site by this internet user.
The profile contains technical information on the visitor (country, browser and operating system used)
Here you will find the number of past messages between your agents and this visitor. Clicking "Show customer record" gives you access to the past conversations with the visitor.
You can also show custom data about your visitor (current basket amount, your client identifier, etc.). To do this, "Custom data" must be put in place within your iAdvize administration.
3.1/ Visitor history
Under the section "Past messages", the three most recent conversations are displayed with the date and time. By clicking on one of the conversations or on "Show customer record", you can access the history of this visitor's exchanges.
4/ State box
5/ Typing box
Type your answers here to publish them.
You can also:
- Translate your messages and the visitor's messages
- Use smart answers suggestions, extracted from your past conversations' history
- Quickly access your canned responses.
- Send emojis to your visitors
- Share files with your visitors