chat
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chat [2019/08/13 18:47] samuel |
chat [2019/09/09 19:22] samuel |
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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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| ==== 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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| **Automated Welcome Chat** | **Automated Welcome Chat** | ||
| + | {{:lead_manager:automated_welcome_chat.png|}} | ||
| Similar to the texting system, we added a feature that automatically messages | Similar to the texting system, we added a feature that automatically messages | ||
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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 | ||
chat.txt · Last modified: 2020/06/05 16:55 by michaels
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