Consolto’s Chat Center is where you manage your calls/chats with your clients.
All client interactions histories are saved in the system and can be accessed at any time.
In this section you can see your current site visitors, session time per each 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 do make this happen, either: Manually fill in their details in the relevant section.
- Turn on pre-call identity. To learn how to enable this, please read the article here.
Session time: This column shows you the total amount of time of your visitor’s last session.
Page views: The number of pages the user visited in their last session.
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.
All chats are saved in the system and can be accessed at any time.
Chat actions :
Video: You can start a video call with online user (Active engager).
Payment: Send payment request, see instructions here.
Schedule: Send meeting request to an online visitor.
Share: Share your screen.
3D: Show off your products with visitors using 3D technology (coming soon).
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.
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.