This article shall help you with the initial setup of the Customer Service Suite and lead you with a minimum of configuration to a functioning installation.
After successfully creating an account and logging into Chatvisor, you should face the app onboarding process:
To continue, choose Customer Service and click
Next. This will lead you to the module configuration:
Here you can activate the modules Webchat (Live Chat) and Co-Browsing. After clicking
Activate, you can also edit their configuration on the spot. To learn more about the configuration options, visit:
- Configuration: Live Chat Appearance
- Configuration: Live Chat Availability
- Configuration: Co-Browsing
When you’re done configuring each module, click
Next to get to following page, where you should apply the previously processed settings:
Now you can set the name of your tenant (usually company name) and add your (company) logo. You can search for your logo using the Facebook Profile Picture search.
To complete the onboarding process, click
Save & Close Setup Process.
Implementation on Website (or Web App)
Plugins by unfolding the WebChat or Co-Browsing/Analytics element: