General configuration

Here, you can configure your livechat through the options below:

Capacity

  • Number of conversations per operator: This option sets the maximum number of conversations an operator can handle simultaneously.

  • Number of conversations that can enter the waiting queue per connected operator: If you wish to use the waiting queue, you can also set an additional number per operator to determine how many people can enter the queue.

Timeouts

  • Livechat timeout (in minutes): You can manage the livechat timeout after a certain period of user inactivity.

  • Reminder before timeout is reached (in seconds): To warn the operator that the timeout will soon be reached.

  • Time before sending the reminder message (in minutes, inactive if 0).

  • Time before sending the re-engagement message: The sending depends on the operator's status (in minutes, inactive if 0).

  • Automatic transfer of the conversation (in seconds): If the operator is inactive, the conversation can be automatically transferred to another operator. An option is available to display or not a notification of automatic operator transfer to the end user.

  • Notification of operator disconnection to the user after (in seconds).

  • Display time of the waiting questionnaire (in minutes).

  • Closure of the waiting queue before end of service (in minutes).

Dashboard options

This section allows you to grant various permissions to the operator:

  • The operator can print the conversation.

  • The operator can send the conversation to themselves by email.

  • The operator can mark the conversation as "important".

  • The operator can ask their manager for help.

  • Display the list of online operators on the operator console.

  • Display the "Search for knowledge" tab on the livechat console.

  • Display published predefined answers with their theme.

  • The operator can ask the user to download a file.

  • A button allows the operator to send a file: if this option is enabled, the send file button will be displayed on the operator console.

Optional statuses:

This section allows you to define the different statuses that the operator can display:

  • Training

  • Phone

  • Talking with the supervisor

  • No new conversation

  • Searching for information

Operator questionnaire:

  • Ability to select a questionnaire to send to the operator at the end of the conversation.

  • Display the "Complete questionnaire" button under the operator's input area.

  • Display the "Cancel" button on the operator questionnaire.

  • Ability to close the operator questionnaire without answering.

User questionnaire:

  • Ability to choose which questionnaire to send to the end user at the end of the conversation.

  • Option to allow or not allow the operator to send a questionnaire to the user.

Miscellaneous:

  • Answers following a knowledge redirection are indicated as coming from the operator.

  • Option, if checked, to not close the conversation at the end of the livechat; if there is a re-escalation, redirect to the previous operator if available.

  • Transfer the conversation to another operator if the current operator is disconnected.

Opening hours:

  • Here you can choose the opening hours of the Livechat by days of the week. These hours can be set by skill.

  • Conversations are automatically assigned to operators based on their availability. If an operator finishes their shift at 6 p.m. and after 6 p.m. they are still in a conversation, no new conversations will be assigned to them.

  • In general phrases, it is possible to configure a specific message in case the user tries to start a Livechat conversation but no operator is available. You can indicate, for example, that they are currently outside opening hours.

  • Exemple :

User profile

  • This section presents the information that the operator can obtain and see displayed about the user during a conversation.

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