Consolto’s Chat Center is where you manage your calls/chats with your clients.
All client interactions history is saved in the system and can be accessed from this tab.
The left panel on the Chat Center is called "Site Visitors". In this panel you will see your active site visitors, session time per visitor, page views and last activity.
- Guest: This column displays the guest name. First time visitors receive a system ID that is displayed in the guest column. Following your first interaction with a guest, you’ll be able to see their name in the guest column. To make this happen either: manually fill in their details in the relevant section, or they'll do it themselves by filling out the pre-call form.
- Turn on pre-call form. More info in this article.
Session time: This column shows you the total amount of time of your visitor’s had your site open on their browser in their last session.
Page views: The number of pages the user visited on your website where the Consolto plugin was installed.
Activity: Last activity with the user (text, video call...).
Chat Colors (strips on the left):
Black: Your visitor is offline
Green: Your user is online and you can reach out with the active engager.
Red: Unread message. This can be a missed video call as well.
Grey: The customer has your website open on their device but they are browsing another tab.
Blue: The open chat.
All chats are saved in the system.
Chat actions :
Video: You can start a video call with an online user (Active engager).
Payment: Send payment request, see instructions here.
Schedule: Send meeting request to an online visitor. More info here.
Share: Share your screen. More info here.
3D: Show off your products with visitors using 3D technology.
Note: Summarize your call and add notes.
File : Send files to your visitors by clicking on the share button or simply dragging and dropping files. More info here.
Quickly access visitor details in the info section.
Profile: Edit your client’s profile name and send their details to your CRM via Zapier.
Info: See the date and time of your first and last interaction with the client.
Description: Add a description about your client. The description is private.