How to add online chat?

Online chat is a messenger located on your website. It is available to all Chat2Desk customers for free.

At the moment 2 versions of online chat are available in the system simultaneously:

  • a standard online chat — available in Settings > Online Chat;
  • updated online chat — available in BETA version since August 2020 in section Settings > Widget+Online ChatBETA.

To place an online chat on the site you need to install a widget Chat2Desk the appropriate version — see Widget installation.

Comparison chart

  Standart online chat New online chat
Widget appearance — feedback form


 

Widget appearance — chat interface
Widget themes Not available Available in 2 themes: light and dark + basic color selection
Selection of color scheme depending on the selected main color Not available Available
Selecting a background in the chat interface Available Not available
Color and font selection for client/operator message backing Available Not available
Chat window size selection Small, Medium, Large Not available
Sending messages from the operator to the first incoming message from the client Available Not available, planned to be finished
Feedback formФ 1 form, not depending on chat-center status Available in 2 different forms:
  • When the chat center is offline
  • When the chat center is online
Emoji sending by the client Not available Available
Displaying the Operator is printing in chat interface Not available Available
Displaying the chat center status (online/offline) Not available Available
Displaying the date/time of each message Not available Available

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Standart widget settings

  • Title and logo of your company in an online chat — the title and logo of your company will be displayed in an online chat only if the option Show chat header (company name, logo) is enabled.
  • The option Show operator avatar in chat places the avatar near each operator message.
  • Chat Background — select a built-in picture or chat background template or upload your own. If you have chosen a template, check the Tile picture checkbox.
  • Automatically open chat window for visitor of desktop version — open an online chat automatically after a specified number of seconds.
  • Delete empty online chats older than 1 day —  if this option is enabled, dialogues from online chats where the client hasn't written anything will be deleted after 1 day.
  • Fields for customer presentation form — specify here the fields that the customer can or should fill in when first contacting online chat. The information entered by the client will be displayed in the client's card. You can create fields in section Settings > General > Additional fields in the client's card.

New online chat settings

  1. Start chat automatically — allows you to open online chat on the site automatically without clicking on the widget — immediately when a visitor enters the site or after the specified time.

  1. Theme color — depending on the selected color, the color scheme of the online chat interface is automatically selected.

  1. Chat header settings

  • Chat title — displayed in the chat header along with other operators.
  • Show operator userpic — allows hiding/displaying the avatar defined by the chat operator in the system.
  • Show operator name — allows hiding/displaying the name and surname specified by the chat operator in the systems.
  • Online/offline indicator — displays in color and text the status of the chat center as a whole, not a specific operator.
  1. Pre-chat surveys — this option allows you to customize the view form for the client, depending on the status of the chat center (online/offline).

You can add to the displayment form:

  • Field: Name — the value entered by the user will be saved in the client card in the standard Name field.
  • Field: Phone — the value entered by the user will be saved in the client card in the standard Phone field.
  • Any of adjustable field in the client info card (see Client info card) — in this case, a header with the name field will be displayed on the form and the value entered by the user will be saved in the client info card into the corresponding custom field.

 

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