Chats

Introduction to Salesmate Chats

• What is Salesmate Chats?
• Difference between visitor, contact and verified contact?
• Salesmate Chats Licenses and Cost

Configuring the Salesmate Chats

• Setting up the welcome message
• Configure Chats appearance
• Setting up a custom Launcher Icon
• Configure your office hours and availability
• How to include Bot Messages in the Chat?
• Manage who can start a conversation via Chats

See all 10 articles

Installing Salesmate Chats

• Activating the Salesmate Chats
• Installing Chats on your iOS App
• Installing Chats on your Android App
• How to Add Viewed Product Tracking
• Chats - JS API Methods

Salesmate Chat SDKs

• Salesmate Chat SDKs
• iOS SDK - Installation
• iOS SDK - Configuration
• iOS SDK - Push Notifications
• Android SDK - Installation
• Android SDK - Configuration

See all 7 articles

Secure your workspace

• Whitelist your trusted domain for Chats
• Configure if your customer can send attachments via Chats

Manage Chat Preferences

• Setup notification preferences for chat messages
• Personalize Assignment Preferences
• Personalize Chats Inbox

Working with Salesmate Chats

• Manage Salesmate Chat licenses
• Chat Permissions
• Allow Users to view Chat Conversations & Events (Read-Only mode)
• Chat filters and counts
• Ignore internal email addresses
• Manage group conversations

See all 29 articles

Insights

• View Canned Response Insights

Additional Information

• Website Tracking in Salesmate
• How to do website tracking in Salesmate?
• Supported attachment types
• How to block/unblock a contact in salesmate
• What is contact impersonation