Webchat Provider

Settings-Webchat Provider

1. Login to your admin account

2. Click "Message" from the left side menu

3. Click “Webchat Provider” to access the Webchat Provider's details.

Webchat Provider Management

Webchat Provider - Listing Screen

1. Webchat Provider List View

a. Screen Elements

Column	Description
Name	Provider name
Assign To	None/Callback/Flow
Entity To	Flow name (if applicable)
Actions	Edit and options menu

b. Assignment Types

i. None: No assignment

ii. Callback: Assigned to callback

iii. Flow: Assigned to specific flow

c. Available Actions

i. Pencil Icon: Edit configuration

ii. Three Dots Menu:

1. Copy Webchat Code: Get integration code

2. Delete: Remove provider

2. Top Bar Features

a. Search bar: Filter providers

b. "+Add" button: Create new provider

a. Adjustable rows per page

b. Pagination controls

c. Total records counter

Important Notes:

Entity To only shows when Flow is selected
Copy code only after complete configuration
Test webchat before going live
Verify flow assignment before deployment

Add New Webchat Provider Guide

Webchat Provider - Add Screen

Basic Configuration

a. Required Fields

Field	Description	Required*
Webchat Name*	Name for the provider	Yes
Assign To*	Select routing method	Yes

b. Assignment Options

i. Callback

1. Method: GET/POST/PUT

2. URL: Callback endpoint

ii. Flow

1. Select flow from dropdown

iii. None

1. No routing required

Configurations Selections - All sections are expandable/collapsible:

a. Look and Feel

i. Customize webchat appearance

b. Widget Visibility

i. Control chat widget display settings

c. Get Started

i. Initial setup configurations

d. Business Hours

i. Set operational hours

e. Mobile Widget

i. Mobile-specific settings

f. Pre-Chat Survey

i. Configure pre-chat questionnaire

Action Buttons

CANCEL: Discard changes
SAVE: Save configuration

Important Notes:

Fields marked with * are mandatory
Each section can be configured independently
Settings can be modified later
Save changes before exiting

1. Look and Feel Configuration Guide

Webchat Provider - Add - 1

a. Appearance Settings

Setting	Description
Background Color	Select color picker for widget background
Text Color	Choose between Dark/Light text

b. Online Status

i. Message Display (Required)

1. Enter message shown when agents are online

2. Appears in chat widget when active

3. Example: "We reply immediately..."

c. Widget Placement

i. Widget Position

1. Left: Places widget on left side

2. Right: Places widget on right side

3. Use visual indicator to select position

d. Button Configuration

i. Button Label Toggle

1. Enable/Disable label text

2. Green toggle switch

ii. Label Text (Required if enabled)

1. Short message next to chat icon

2. Visible when chat is closed

3. Example: "We reply immediately..."

e. Sound Settings

i. Enable Widget Sound

1. Toggle notification sounds

2. Grey toggle switch

Webchat Provider - Add - 2

a. Display Controls

i. Display Widget (Toggle)

1. Toggle to show/hide chat widget

2. Green toggle switch

ii. Devices (Dropdown)

1. Select device compatibility:

1.1. Both desktop and mobile devices

1.2. Desktop only

1.3. Mobile only

b. Offline Settings

i. Display the Chat When You're Offline (Toggle)

1. Show/hide widget during offline hours

2. Green toggle switch

ii. Offline Status (Required)

1. Short status message

iii. Offline Message (Required)

1. Detailed message for offline hours

3. Get Started Configuration Guide

Webchat Provider - Add - 3

a. Required Fields

Field	Description	Required
Title*	Initial greeting message	Yes
Status*	Follow-up welcome message	Yes

b. Message Configuration

i. Title Message

1. First message users see

2. Keep friendly and welcoming

3. Can include emojis

ii. Status Message

1. Secondary welcome message

2. Encourage interaction

3. Can include emojis

4. Business Hours Configuration Guide

Webchat Provider - Add - 4

a. Business Days Setup (Monday to Sunday)

Each day has identical configuration options:

i. Day Activation

1. Toggle switch to enable/disable each day

2. Green toggle indicates active day

ii. Time Settings Per Day

Field	Description
Opening Time	Start of business hours
Closing Time	End of business hours

iii. Multiple Shifts

1. "Add Hours" button for additional time slots

2. Useful for split shifts or breaks

3. Click 'X' to remove time slots

Webchat Provider - Add - 5

a. Button Position

i. Visual selector with mobile device icon

ii. Two options:

1. Left side of screen

2. Right side of screen

iii. Use radio buttons to select position

b. Button Size Adjustment

i. Slider control for size selection

ii. Three size options:

1. Small

2. Medium

3. Large

iii. Drag slider to adjust size

6. Pre-Chat Survey Configuration Guide

Webchat Provider - Add - 6

a. Display Settings

i. Display Toggle

1. Enable/disable pre-chat survey

2. Green toggle switch

b. Survey Configuration

i. Message (Required)

1. Welcome message for survey

ii. Survey Fields (Required)

1. Default fields:

1.1 Name

1.2 Email

1.3 Phone Number

2. Each field has:

2.1 Field label

2.2 Placeholder text

2.3 Delete option (trash icon)

iii. Add Field Button

1. Click to add custom fields

2. Dropdown menu for field types

c. Field Management

i. Set placeholder text for each field

ii. Remove unwanted fields using trash icon

iii. Arrange fields in desired order

iv. Customize field labels

Webchat Provider