Online Chat: How to Start Interacting With Your Visitors Using the Offerchat Live Chat
Update: A new, more relevant guide featuring the new dashboard is available for new users who are just about to start making full use of the Offerchat live chat tool. Go to the more updated guide.
In the previous posts, we got you covered on how to copy paste the code to activate an online chat for WordPress and Shopify sites. The next step is to man the live chat widget on your site and make it as engaging as possible. You can only do this by loggin into the online chat control panel or what we call as the Offerchat dashboard.
How to Access the Dashboard
To access the dashboard, go to https://www.offerchat.com/login and login with your email and password.
The Offerchat dashboard is where you can interact with visitor chats, add sites and generate a code to install the live chat to your other sites, and add chat agents or operators to help you monitor chat conversations. This is also the place where you can view the chat history of all visitor interactions, add saved responses, customize the look and feel of the chat widget on your site as well as control other live chat and account settings.
A View of the Dashboard
The Offerchat dashboard packs all Offerchat functionalities in place for ease and convenience. Tour the dashboard by clicking the “Take the tour” button on your right to familiarize yourself with the different icons, visuals, and where each door leads to.
Chats
When you click a website listed on your left right below the Offerchat logo, you’ll immediately land on the “Chats” screen where you can see your site visitors (if there are any), active visitors (those you’re currently engaged in a chat with) and other agents available to handle chats.
A chat notification icon at the top alerts you every time there’s a new chat message. Clicking on a notification will display a dedicated chat window on the screen and from here you can type a reply in the reply box and send or click a saved response listed on the right.
Users
Click on the “Users” tab and you will see the section where you can add a new user – operator or chat agent – to monitor and reply to chats.
Settings
Click the gear icon that says “Settings” if you want to customize the chat widget and how it appears on your websites. Here you can change your offline form message, change the text of the chat box and also the color theme to match your website.
When you click on Page Settings, it shows the website settings – the site name and URL of the website you’ve added the live help chat tool on and the code being used. It also shows if the chat box was successfully installed in your site if it says Verified next to the page settings.
Notifications
When there are incoming chats from any of the websites, a red box with the number of chats will appear. Just click on the website to see and reply to the chats. In the screenshot below, I have chat notifications on my first and second websites.
Once you’ve clicked on a site, the chat conversations will be displayed much like the screen below and you can continue the conversation with a website visitor trying to chat with you.
Always remember that an online chat is one of the most powerful sales tool you can ever have on your website. Common sense will tell us that an “online chat” should always be live and online. As much as possible, make sure to have somebody logged into the Offerchat dashboard so that your chat widgets show somebody’s actually there, ready to answer questions and provide quality assistance.
Cheby writes about live chat insights, improving conversions, epic customer service, online marketing and everything in between. She will take you by the hand in exploring how to extend your website's earning power through Offerchat's smart live chat tool, and even smarter live chat people.
