chat
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chat [2019/08/13 16:30] samuel |
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| ===== The Benefits of Live Chat ===== | ===== The Benefits of Live Chat ===== | ||
| - | Utilizing the Real Geeks Live Chat is a great way to provide value to your clients instantly. With our tool, you can now chat in real-time to your leads as they are looking at properties, thus leading to better communication. The tool will also inform you when a client is actively on your website, so feel free to chat some properties that might be of interest to that lead based on their search. | + | Utilizing the Real Geeks Live Chat is a great way to provide value to your clients instantly. With our tool, you can now chat in real-time to your leads as they are looking at properties, thus leading to better communication. The tool will also inform you when a client is actively on your website, so feel free to send some properties that might be of interest to that lead based on their search. |
| ===== Checklist for Set up ===== | ===== Checklist for Set up ===== | ||
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| ==== Step 1: Enabling the Feature ==== | ==== Step 1: Enabling the Feature ==== | ||
| + | {{:lead_manager:chat-enable.png|}} | ||
| Before you and your agents can use the live chat feature, an admin must enable the feature. This can be accomplished from the [[https://leads.realgeeks.com/preferences/communications/chat | Communication Settings]] page. This feature is included with your subscription. | Before you and your agents can use the live chat feature, an admin must enable the feature. This can be accomplished from the [[https://leads.realgeeks.com/preferences/communications/chat | Communication Settings]] page. This feature is included with your subscription. | ||
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| ==== Step 2: Turn on Notifications for “Incoming Chat Messages from Leads” ==== | ==== Step 2: Turn on Notifications for “Incoming Chat Messages from Leads” ==== | ||
| + | {{::chat-notifications.png|}} | ||
| The Lead Manager features several different types of [[notifications | notifications]] that agents can receive based on the activities of the leads in their system. | The Lead Manager features several different types of [[notifications | notifications]] that agents can receive based on the activities of the leads in their system. | ||
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| **To Turn on Notifications for Incoming Chat Messages from Leads follow this path: CRM > Settings > Notifications > Incoming Chat Messages from leads > Email/Text | **To Turn on Notifications for Incoming Chat Messages from Leads follow this path: CRM > Settings > Notifications > Incoming Chat Messages from leads > Email/Text | ||
| ** | ** | ||
| + | |||
| + | Please note: | ||
| + | |||
| + | * Agents will only receive 1 notification per hour per lead | ||
| ==== Step 3: Configure Chat Templates ==== | ==== Step 3: Configure Chat Templates ==== | ||
| + | {{:chat-templates.png|}} | ||
| Just like with emails and texts, we allow you and each of your agents to save some | Just like with emails and texts, we allow you and each of your agents to save some | ||
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| ==== Step 4: Learn How to Initiate a Chat and View Chat Conversations ==== | ==== Step 4: Learn How to Initiate a Chat and View Chat Conversations ==== | ||
| + | {{:chat-initiate.png|}} | ||
| Once the chat is open you will see the most recent messages that have | Once the chat is open you will see the most recent messages that have | ||
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| * Maximum File Size: 2.5MB | * Maximum File Size: 2.5MB | ||
| - | * Supported File Types: .jpg, .png, .gif, .pdf, .docx, .txt | + | * Supported File Types: .jpg, .png, .gif, .pdf, .docx, .doc, .txt, .csv |
| * You can only send one file at a time | * You can only send one file at a time | ||
chat.txt · Last modified: 2020/06/05 16:55 by michaels
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