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Live Chat Designer
To begin, login as ‘Supervisor‘ or ‘Administrator‘, for the 3Dolphins SRM login mechanism, do the steps described on the ‘Login‘ page.
Go to integration menu and click the live chat designer menus, then you will see a live chat designer page and here you will a list of the live chat widgets that have been created, as shown below.
- To start customizing your live chat, at the top right click the ‘New Design‘ button.
- You will see a form to design your live chat widget. First, type the name of the widget.
You can set your livechat style, such as color theme, default avatar, agent avatar and icon of live chat widget. Within style in live chat designer, you can change the look and feel of the Chat Widget to match your branding that is relevant to you. You will see a preview of your changes on the right side of the page.
Field component explanation :
|Color Theme||Choose a color theme of the chat widget you would like to customize.|
|Default Avatar||The rounded picture located on the header. Avatar’s value can be an url or a relative path pointed to the resource.|
|Agent Avatar||The default avatar that is displayed alongside every incoming message bubble.|
Set your icon livechat that will appear in your website page. You can copy and paste the link image icon in the live chat designer.
Live Chat Connection
On the live chat designer, you can also connect the live chat widget that you created with the live chat channel that has been registered in the 3Dolphins omnichannel. All you have to do is enter the ‘url’, ‘channel key’ and ‘channel secret’ according to the livechat channel you chose. You can see the ‘url’, ‘channel key’ and ‘channel secret’ on the channel connector page.
On Boarding Form
Boarding form will appears if customer clicking icon of live chat on your website page. In a boarding form, you can configure ‘login label’, ‘on boarding message’, ‘connect button text’, etc.
Field compponent explanation :
|Login Label||Description that located below header on a chat window.|
|On Boarding Message||Description that located on login form.|
|Connect Button Text||A text displayed in connect button.|
|Name Placeholder||A placeholder located in text area where we type our name.|
|Email Placeholder||A placeholder located in text area where we type our email address.|
|Phone Placeholder||A placeholder located in text area where we type our phone number.|
The live chat label form will appear when the customer is connected to livechat. In the live chat label, you can configure the ‘chat title’, ‘welcome text’, ‘type placeholders’, and ‘chat label’.
Field component explanation :
|Chat Title||Descriptions that located at the header of chatbox.|
|Welcome Text||The first message that automatically come out when the user first login.|
|Typing Placeholder||A placeholder located in text area where we type our message.|
|Chat Label||Description that located below header on a chat window.|
Here you can change the default messaging for your Live Chat Widget. Admins can use this to make sure messaging matches organizational branding and styles of communication.
|Number Of Messages||Number of message, in this field you can only enter numbers. ex : value|
|Quick Reply Flat||By default, quick reply in live chat 3Dolphins is enable. However, if you’d like to disable those quick reply, simply switch this option off.|
|Render Form Type||render form type, in this field you can only enter numbers. Ex : value|
|Guest Name||An auto login mechanism, no login form is required. When enabling this feature, the ‘Name’ value is automatically filled with ‘guestName’ value. As for the ‘Email’ and ‘Phone’ value are auto-generated|
|Max Upload Message||Configure max. upload message.|
|Uploading Text||A text for uploading.|
|Menu Trigger Word||It’s a property that automatically trigger a hidden outgoing message as soon as we successfully login. Usually it’s purpose is to trigger a bot to reply us based on our hidden message.|
|Enable Attachment||The livechat platform allows you to attach assets to messages, including audio, video, images, and files. Max attachment size is 2MB.|
|Enable History||Conversation history of all of our livechat login session. In order for the chat history to be recorded and retrievable under the same user, the client must login the livechat with the same name and phone number for every session.|
There is a configurable limit of how many message bubble is retrievable by client. The setting is at System Setting page under Ticket Configuration section, administrator role is required in order to access that page.
When this feature is enabled, before login, system will gives option to the customer’s to select member mode which is ‘member’ or ‘non member’.
Field component explanation :
|Member Mode Title||Set the title of member mode for your Live Chat visitors prior to them selected option of member mode.|
|Option Member||Set the name of option member for your Live Chat visitors prior to them filling in the on boarding form.|
|Option Non Member||Set the name of option non member for your Live Chat visitors prior to them filling in the on boarding form.|
|Member Id Placeholder||A placeholder located in text area where we type our member Id.|
|Member Id Input Error Message||Display a custom message for some reasons failed.|
|Select Topic Title||Text to selected topic.|
|Selection Topic Member||Input the topic to be asked by the customer’s (member).|
|Selection Topic Non Member||Input the topic to be asked by the customer’s (non member).|
|Select Topic Input Error Message||Display a custom message for some reasons failed.|
By default, message from customer will incoming in a queueing if the Agents is not available or is not idle. In the live chat designer, you can configure queue text when the message incoming as a queue. The queue section is displayed at the very bottom of the chatbox and the number of queue is refreshed every 30 seconds. Number of queue left before being handled by an agent. However, if you’d like to disable those queue feature, simply switch this option off.
Display a custom message when our field or widget for some reasons is failed.
Voice and Speech
By default, every message a customer receives in chat, system will automatically read incoming messages and convert them into sound. However, if you’d like to disable those voice and speech, simply switch this option off.
A campaign is a set of configurations that define the style of your chat button. You need to firstly enable the campaign feature, you can customize the avatar, title, text and menu of your campaign live chat, you can add max. 4 menus of campaign.
Now is the time to set up your working days, you can on or off the service hours for your Live Chat. Set the active schedule to daily or holiday, to determine when to apply the service hours. Set the starting and ending times for your customer service availability, to meet your service schedule. When the service schedule ends, the message from the customer will enter as an offline message that is referred to the email.
After your design live chat is done, you can generate script to embed on index of live chat and click ‘save’ button to save your live chat widget design.