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 a custom Launcher Icon
• Manage who can start a conversation via Messenger
• Prevent replies to a closed conversation
• Conversation rating by end users - Salesmate Messenger
• Setting up the welcome message
• Configure messenger appearance

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Installing Salesmate Chats

• Messenger - JS API Methods
• Activating the Chats

Secure your workspace

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

Manage Chat Preferences

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

Working with Salesmate Chats

• Ignore internal email addresses
• Manage group conversations
• Share Chat Transcript with your customers
• Download Chat Transcript
• View Recent Conversations and Recent Page Views
• Email Forwarding to Messenger Inbox

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Insights

• View Canned Response Insights

Additional Information

• Supported attachment types
• What is contact impersonation