3. 1 Visitor pane
Normal visitor appear
without any additions
Visitor coming from ad
campaigns get tagged with the
campaign descriptions.
1a
On clicking the visitor name the
details of them become visible in
interaction pane and resource pane.
4. 2 Interaction pane
Visitor coming from ad
Clicking the cross mark campaigns get tagged with the
closes the interaction campaign descriptions.
pane
On clicking the visitor name the
details of them become visible
in interaction pane and resource
pane.
You can chat upto 5 Visitor then can get acquired to
customers in one go. All Clicking the bulb allowshelp, with
override the auto
the visitors appear as you tohuman help.
add repeating
tabs and interaction with questions to be added
them follow in those tabs
to Answerbay
5. 2 Interaction pane -
control panel
2c
2b
On click, it allows to With redirect you can
release the visitor from cobrowse with the
the pane.
customer.
2a 2d
On click you can Tag lead allows you to post the
acquire the customers visitor info to the lead table,
you want to interact
which can be pushed to CRM
6. 2a,b
Acquire and release
2a
On click you can
acquire the customers
you want to interact
2b
Release tab allows you to
release visitor from chat
7. 2c
Redirect
Paste the URL where
you want to route your
visitor to..
Paste the message for your
visitors like"I am taking you
to the payment page"
8. 3 Resource pane
Logout of the session.
Previous 3b Change the chat name
interaction for the sales agent.
history of visitor
3a Create quick short cuts
Click on search to
quickly search through to power your
the knowledge base
interactions.
3c
Click on edit option to modify
lead information of the visitor
9. 3a
Semantic search
Click on search to quickly search through
the knowledge base. You can search an
entire question to get the answer.
10. 3c
Create quick short cuts
You can create shortcuts for common
phrases or greeting through short cut tab.
You can access it by typing "/shortcut" I
response
