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--- chat [2019/09/11 15:05]
samuel
+++ chat [2019/09/23 19:50]
samuel
@@ Line 42: / Line 42: @@
 ==== Step 3: Configure Chat Templates ====
-{{:chat-templates.png|}}
+{{:lead_manager:chat-templates-updated.png?600|{{:chat-templates.png|}}
 Just like with emails and texts, we allow you and each of your agents to save some
@@ Line 48: / Line 48: @@
 manage these in the [[https://leads.realgeeks.com/settings/templates | Chat Templates]] tab of the "Templates" settings section.
-There are two types of Chat Templates: Standard and Automated Welcome
+There are three types of Chat Templates: Standard, Automated Welcome, and Offline Responder
 **Automated Welcome Chat**
-{{:lead_manager:automated_welcome_chat.png|}}
+{{:lead_manager:automated-welcome-message-updated.png?600|{{:lead_manager:automated-welcome-message-updated.png?600|}}
 Similar to the texting system, we added a feature that automatically messages
@@ Line 69: / Line 70: @@
 **
-**To Set Office Hours for the Automated Welcome Chat follow this path: CRM > Settings > Communication > Chat > Automated Welcome Message
+**To Set Office Hours for the Automated Welcome Chat follow this path: CRM > Settings > Communication > Chat
 **
-Like with the texting feature, you can set office hours for the live chat feature. You have two options available to you for Outside of Office Hours visitors.
+Like with the texting feature, you can set office hours for the live chat feature. You have two options available to you for "Outside of Office Hours" visitors.
-  * You can disable the chat outside of office hours.
+  * You can set yourself as "Unavailable"
   * You can set up an Outside of Office Hours Automated Welcome Message
 {{:live_chat_office_hours.png|}}
+**Offline Responder**
+**To Create or Edit the Automated Welcome Chat follow this path: CRM > Settings > Templates > Chat Templates > Create New > Set Type to Offline
+**
+A unique feature with the Live Chat is the ability to set yourself as "Available" or "Unavailable". When you set yourself offline, an "Offline" responder will immediately go out when a lead sends you a chat message to inform them you are not currently available. This responder message will include a link to the Contact Us form so the lead can submit their questions while you are away.
+{{:lead_manager:offline-responder.png?600|}}
 ==== Step 4: Learn How to Initiate a Chat and View Chat Conversations ====
 {{:chat-initiate.png|}}
@@ Line 85: / Line 96: @@
 message or choose from one of your templates.
-There is also a feature to switch between a __Conversations__ view and a __Online__ view. This will help you focus on chatting with leads that are currently active on your website.
+There is also a feature to switch between a __Conversations__ view and an __Online__ view. The __Online__ view will help you focus on chatting with leads that are currently active on your website.
+This is also where you can set yourself as "Available" or "Unavailable" for Live Chat.
+{{:lead_manager:available-chat.png?400|}}
+{{:lead_manager:unavailable-chat.png?400|}}
 After a chat has been opened, you can browse around the lead manager.

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