Chat window | Live Helper chat (2024)

#Introduction

This is our main chat window. I'll explain what each of the item does there and how can it be used.

Chat window | Live Helper chat (1)

#Chat tab

Chat window | Live Helper chat (2)

Chat tab shows this information

  • Was last message seen by vistior. If send icon is green Chat window | Live Helper chat (3) he saw last message.
  • If operator clicks x button he closes chat tab, but chat status is not changed in any way.
  • If visitor icon is red means visitor is not connected anymore. Chat window | Live Helper chat (4)
  • And it shows shorten visitor nick.

#Message area

In this area you will see visitor messages. Also if there are previous visitor messages you will see load a previous messages button.​Chat window | Live Helper chat (5)

You can also click right mouse button and see context menu related to a message.

#Load previous chat button.

Chat window | Live Helper chat (6)

#Other operator is chat owner

If you are not chat owner you will see placeholder with a message

Chat window | Live Helper chat (7)

#Writing message area

If operator has only read only permission area would not be editable by him.

Chat window | Live Helper chat (8)

Operator also would see read only area if he's not a chat owner and he does not have this permission.

'lhchat', 'writeremotechat'

In user account Chat tab there is also option to enable/disable sentences Auto uppercase sentences

#Toolbar actions

#Files

Attaching file can be done using this toolbar icon. Required permissions are defined in files section.

Chat window | Live Helper chat (9)

#Emoji

To insert emoji or link/img can be done using smiley icon.

Chat window | Live Helper chat (10)

#Preview

Before sending message to visitor you can preview how it would look like with preview icon.

Chat window | Live Helper chat (11)

#Speech

This allows to use speech to text functionality.

Chat window | Live Helper chat (12)

Required permission to use speech functionality

'lhspeech','use'

#Voice messages

This will activate voice messages and will allow operator to send voice message to visitor. For required permissions refer to voice voice messages article.

Chat window | Live Helper chat (13)

#Auto translate

This will translate operator message to visitor language directly in message area.

Chat window | Live Helper chat (14)

For more information refer to Automatic translations article

#Hold chat

This will change chat status to hold. Also if chat is using auto responder hold messages will be activated. Hold means that operator is looking for requested information.

Chat window | Live Helper chat (15)

Required permission

'lhchat'','holduse'

#Sending message

Message to vistor can be send either pressing Enter or clicking this icon. If in message are you want new line just press Shift+Enter

Chat window | Live Helper chat (16)

#Canned messages area

For more information how to use canned messages see canned messages article.

Chat window | Live Helper chat (17)

#Right column

In right column you will see main chat attributes.

Chat window | Live Helper chat (18)

#Edit chat

Editing chat main information be done by clicking this icon. This icon will be visible only if operator has permission to edit current chat.

Chat window | Live Helper chat (19)

Modal window content.

Chat window | Live Helper chat (20)

Required permission to modify User attributes

'lhchat','modifychat'

To be able edit Chat attributes operator has to have

'lhchat','modifychatcore'

#Copy to clipboard

Copying messages to clipboard can be done by clicking this icon

Chat window | Live Helper chat (21)

Modal window content

Chat window | Live Helper chat (22)

#Bot

If in the chat was involed bot we show bot icon. Tooltip will show bot ID

Chat window | Live Helper chat (23)

If operator has permission 'lhgenericbot','see_actions' he can click an icon and if there we any Log actions he will see a modal window like this

Chat window | Live Helper chat (24)

#Redirect to survey

User can be redirected to survey using this icon. More information about surveys.

Chat window | Live Helper chat (25)

Required permission

'lhsurvey','redirect_to_survey'

#Close chat

This will change present chat status to closed.

Chat window | Live Helper chat (26)

This icon is presented if visitor is a chat owner or has permission to

'lhchat','allowcloseremote'

#Delete chat

This will delete chat permanently. You will have no way to restore it.

Chat window | Live Helper chat (27)

For operator to be able delete chat he has either has permission to

'lhchat','deleteglobalchat'

OR be chat owner and have permission to

'lhchat','deletechat'

#Chat transfer

This will activate chat transfer functionality. Information about required permission.

Chat window | Live Helper chat (28)

#Block user

This will block visitor permanently from starting any other chat. Information about blocking.

Chat window | Live Helper chat (29)

#Redirect to offline/contact form

You can also redirect visitor to contact form. More information about required permissions.

Chat window | Live Helper chat (30)

#Print chat

Operator also can print chat content directly from chat by clicking this icon.

Chat window | Live Helper chat (31)

#Attach file

Requires same permissions as toolbar icon. Required permissions are defined in files section.

Chat window | Live Helper chat (32)

You can also upload file from tab

Chat window | Live Helper chat (33)

#Redirect to url

You can redirect vistior to custom page while he's having a chat. Usefull if you want to show him some page of your website.

Chat window | Live Helper chat (34)

Required permissions

'lhchat','allowredirect'

#Set chat language

If you are using speech to text and google incorrectly detected language you can change it here.

Chat window | Live Helper chat (35)

Required permissions

'lhspeech','change_chat_recognition'

#Screen share/Co-browsing

Activates co-browsing session. More information

Chat window | Live Helper chat (36)

#Send mail to visitor

Shows mail sending to visitor modal window. ​Chat window | Live Helper chat (37)

Chat window | Live Helper chat (38)

Required permissions

'lhchat','sendmail'

tip

This option can be disabled by department.

#Changing chat status

Chat status is shown in

Chat window | Live Helper chat (39)

By clicking info icon you can change chat status to different.

Chat window | Live Helper chat (40)

  • If chat status is set to pending we reset assigned operator.
  • If chat status is set to active we assign it to operator who did that, but only if chat did not had any assigned operator previously.

Required permissions

'chat', 'canchangechatstatus'

#Remarks

You can set chat remarks for future reference.

Chat window | Live Helper chat (41)

#Take screenshot

Operator also can see exactly what customer sees by taking screenshot of his screen.

Chat window | Live Helper chat (42)

tip

If you are working with sensitive information this permision should not be granted to operators.

Required permissions

'lhchat','take_screenshot'

#Visitor footprint

Footprint is shown if we can detect user footpring and online tracking is activated. Pending article...

Chat window | Live Helper chat (43)

#Visitor location

If system detects visitor location you will see visitor location map here. You also have set correct google maps api key in geo configuration.

General conditions have to be met for map to be shown

  • Visitor location has to be detected
  • Google maps api key has to be set.

Chat window | Live Helper chat (44)

#Online visitor

You will see this tab if visitors tracking is enabled. We also have to have information about online visitor related to this chat.

Chat window | Live Helper chat (45)

#Previous chats

Also if we detect we can show previous visitor chats.

Chat window | Live Helper chat (46)

#Permissions influencing chat opening permissions

If you see error like You do not have permission to access the current or chat was merged/deleted! it means that one the following conditions were not met.

Chat window | Live Helper chat (47)

Operator can open a chat or write a message if

  • He is assigned to a chat.
  • (Chat is pending AND (chat is assigned to him OR operator has permission lhchat,open_all)) AND operator is a member of chat department.
  • Chat is assigned to other operator AND operator has permission lhchat,allowopenremotechat so he can open other's operators chats AND operator is a member of chat department.
  • Operator can write a message if operator has write permission to department AND (he has 'lhchat','writeremotechat' permission OR chat is not assigned yet to anyone OR he is a chat owner)

#Permissions

Main chat permission is

'lhchat','use'

Chat window | Live Helper chat (2024)
Top Articles
Latest Posts
Recommended Articles
Article information

Author: Cheryll Lueilwitz

Last Updated:

Views: 5413

Rating: 4.3 / 5 (54 voted)

Reviews: 93% of readers found this page helpful

Author information

Name: Cheryll Lueilwitz

Birthday: 1997-12-23

Address: 4653 O'Kon Hill, Lake Juanstad, AR 65469

Phone: +494124489301

Job: Marketing Representative

Hobby: Reading, Ice skating, Foraging, BASE jumping, Hiking, Skateboarding, Kayaking

Introduction: My name is Cheryll Lueilwitz, I am a sparkling, clean, super, lucky, joyous, outstanding, lucky person who loves writing and wants to share my knowledge and understanding with you.