Live Chat

Live Chat Introduction

Live Chat lets you post a chat widget on your own website(s) to have a live chat module for site visitors. It combines uShare.to's ease-of-use interface with outward-facing chat, file-sharing, and conferencing with leads, customers, or however else you wish to use it.

Live Chat is available as part of the uShare.to CX Subscription.

 

Live Chat Sidebar

The Live Chat Sidebar displays slightly different fields than on a Share's Sidebar. 

Live Chat Sidebar

  • Members - A drop-down list of all possible Live Chat Agents to add to the chat
  • Conversation Status
    • Open - A new unresponded chat
    • in Process - Agent replied and in conversation
    • Disqualify - Select this to end the conversation
  • Assignee - A drop-down list of all possible Live Chat Agents to make the primary assignee for this conversation
  • Contact Info - The Chat Widget prompts but does not require the site visitor to enter their name, email address, or phone number before beginning a live chat.
    • First & Last Name
    • Email - Recommended as the site visitor will now receive notifications of any activity in this conversation when not logged in
  • Location - The Chat Widget will detect where the site visitor is located based on IP address
  • Phone - When possible, prompt the site visitor for the phone number
  • Last Visited Page - This indicates which page the site visitor is on

 

Live Chat Menu

The Live Chat Menu contains four areas: 
  • Filters
  • Contacts
  • Reports
  • Settings

Live Chat Menu