By default, the Chats has been set up in such a way that it auto asks for the name and email address when the user hasn't responded to the visitor within 2 minutes.
But you can configure the name and email requirement for starting a new conversation where you can decide on capturing the name & email address of the visitor whenever they start a new chat so that you can always get back to them in the future if required.
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To change these settings, follow the below steps:
- Navigate to Services on the left menu bar.
- Click on Unified Inbox.
- Head to Inbox Settings on bottom left.
- Go to Channels and select Salesmate chat.
- Switch to the Require Details tab and select the option that fits your requirement.
Require name and email for new conversations:
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- Always: Chats will ask for the name and email address every time the visitor starts a new conversation, no matter what time it is.
- Never: In this case, the visitor can start a new conversation and won't be asked for the name & email address.
Display Privacy Policy Notice:
This notice appears to website visitors or contacts when they start a new conversation, informing them that their data is being collected. It helps ensure transparency and compliance with data protection standards.
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Consent Types: When you enable the Privacy Policy Notice, you can choose the type of consent you want to collect from your visitors:
- Explicit Consent: Requires visitors to actively agree to your privacy policy before starting a conversation. This option is ideal for strict compliance with privacy regulations such as GDPR.
- Implicit Consent: Displays the privacy notice, but visitors can start a conversation without actively accepting it. Use this option when you want to inform users about data collection without requiring manual confirmation.
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Consent Types: When you enable the Privacy Policy Notice, you can choose the type of consent you want to collect from your visitors:
- Hit the Update button to save your changes.
Note:
- In all the above cases, Chats automatically asks for the name and email address of visitor, if they don't receive any response within 2 minutes. This only happens if Salesmate does not recognize the visitor i.e. if the name and email address are captured previously then it won't be asked.
- Choosing the appropriate consent type helps you meet your organization’s privacy and compliance needs while maintaining a smooth chat experience for your visitors.
- Only users with "Manage Chat Settings" permission can access the above settings.
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