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