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 From Version 6.20

From Version 6.20




 Answer an incoming web chat

Answer an incoming web chat

Your incoming web chat notifications will appear in a black rectangle in the top right corner. You may also hear a notification sound.

The notification displays:

  • the customer's details. Click their name or account to open their CRM details.
  • the name of the Queue and the amount of Time the customer has been in the queue.
  • the amount of time since you received the notification.

Accept or Reject the web chat by clicking one of the corresponding buttons. You may see a white button next to the reject button. This opens a URL defined by your administrator.

You may have limited time answer the web chat. If you take longer, you may automatically be put on an unpaid pause.


Notice the Waiting activity badge?

You may be able to answer web chats even if you don't receive a black notification (e.g. because you are logged out of a queue or because the call is being routed to one of your colleagues).

Click the Waiting activities button above the main menu.


Click Accept to answer the web chat.




 Web chat details

Web chat details

Once you have accepted a web chat, a new tab will appear in the top panel. It will be labeled with the name or details entered when the customer initiated the chat.

Click the Web chat tab to see the Webchat details. Click it again to return to the previous screen (e.g. the Dashboard).

When you receive a new message in the chat, the Webchat tab will flash red and white. You may also hear a notification sound.

The web chat detail screen may contain different widgets set up in different order. The Web chat widget is the only mandatory one.


 Web chat widget

Web chat widget

The Web chat widget header displays the Queue number, queue name and the customer's name.

The top part of the widget contains the chat and event history as well as chat controls.

  1. Type your message in the field. To send your message, click Send (4) or press Enter on your keyboard. Use Shift+Enter to start a new line.
  2. Select files to send to the customer. Alternatively, drag and drop files into the grey area around the Select files button.
  3. Open a dropdown menu and select a template to insert.
  4. Send message. You can also send messages by pressing Enter on your keyboard.
  5. Load older messages from earlier chats with this contact. Only appears if any history exists.


The bottom part of the widget allows you to manage the web chat.

  1. Select a status. You must select a status before closing the web chat.
  2. Mark the web chat as important.
  3. Open a URL (set up by your administrator).
  4. Invite another agent to the web chat.
  5. Transfer the web chat to another agent.
  6. Close the Web chat tab. You will be disconnected from the customer.
 Co-browsing widget

Co-browsing widget

Co-browsing is a web chat add-on that requires a licence.

Use co-browsing to help customers navigate your website, software or the real world. Both sides can share their screen, video and sound.

Click Create video room to start. The video room will open in your Co-browsing widget.

You may need to instruct the customer to click OPEN COBROWSING at the top of their chat window so they can join the video room.

You can manage the video room in the Co-browsing widget.

  1. Turn camera on/off.
  2. Turn screen sharing on/off.
  3. Turn microphone on/off.
  4. Disconnect from the video room.


The customer's video room has similar controls.

  1. Unmute agent.
  2. Turn camera on/off.
  3. Turn screen sharing on/off.
  4. Turn microphone on/off.
  5. Leave conference room.
 Contact and Account widgets

Contact and Account widgets

The Contact and Account widgets display CRM information about the customer and the company they are calling from.

  1. View the record in the CRM module. Click the activity tab in the top bar to return to the activity.
  2. Edit the CRM record in the CRM module. Click the activity tab in the top bar to return to the activity.
  3. Unpair the CRM contact from the activity.
  4. Open the given CRM module info in the background. Click the Home button to view it.
    If the phone number is associated with more than one contact, a list will appear at the bottom of the widget. Click the Link button to switch to the selected contact.
  5. Open SLA settings in the background. Click the Home button to view them.

Activities tab

  1. Click the Activities tab in the header to view the contact's past activities.
  2. Open activity detail. See Activities for more detail.


New contact

If the customer's phone number is not saved in the CRM module, the Contact widget will be open on the Activities tab.

Click Add new contact to open the CRM module and create a new entry. See CRM for more details.

 Ticket widget

Ticket widget

Use this widget to assign an existing or new ticket to the call. If a ticket has already been assigned, the widget will display it.

  1. Search for a ticket.
  2. Filter your favourite tickets.
  3. Filter your tickets.
  4. Filter the current contact's tickets.
  5. Filter the current account's tickets.
  6. Create a new ticket.
  7. Assign the call to the ticket.
  8. Open the ticket in the Ticket module. Click the activity tab to return to the call detail screen.

You can apply multiple filters to view only tickets relevant to your call.

Once you assign a ticket to the call, the widget will display the ticket details.

 Calendar widget

Calendar widget

The Calendar widget displays your scheduled events. Days coloured blue contain events. The selected day is bold. See Dashboard for more details.

 Articles widget

Articles widget

The Articles widget displays a list of your available articles – these can contain info that can help you in your work.

  1. Open the article in the Knowledge base module.
  2. Read the article in the Articles widget.

This is what an article open in the Articles widget looks like:

Click the Back button to return to the list of articles.

 Page in iframe

Page in iframe

The Page in iframe widget displays an external web page. Interact with the page just like you would normally. You can scroll using your mouse wheel or the controls on the right hand side.




 Transfer a web chat

Transfer a web chat

To transfer a web chat, go to the Web chat widget in the Web chat tab.

Click the Transfer button. This will open the Transfer activity window.

Select where to transfer the web chat. You can choose a specific person or a queue. Click Transfer.

Your Web chat will end and the customer will be transferred.




 Invite another agent to a web chat

Invite another agent to a web chat

To invite another agent to a web chat, go to the Web chat widget in the Web chat tab.

Click the Invite button. This will open the Invite to activity window.

Select who to invite to the web chat. You can choose a specific person or a queue. Click Invite.

You and the agent you have invited will now both be chatting to the customer.

The customer will see a notification that another agent has joined the chat but will not be able to tell which agent has sent which messages.

When one of the agents closes the chat, the customer will see a notification but will continue to chat to the other agent.







 Up to Version 6.19

Up to Version 6.19




 Answer an incoming Webchat

Answer an incoming webchat

Your incoming webchat notifications will appear in a black rectangle in the top right corner. You may also hear a notification sound.

The notification displays:

  • the customer's details. Click their name or company to open their CRM details.
  • the name of the Queue and the amount of Time the customer has been in the queue.
  • the amount of time since you received the notification.

Accept or Reject the webchat by clicking one of the corresponding buttons. You may see a white button next to the reject button. This opens a URL defined by your administrator.

You may have limited time answer the webchat. If you take longer, you may automatically be put on an unpaid pause.


Notice the Waiting activity badge?

You may be able to answer webchats even if you don't receive a black notification (e.g. because you are logged out of a queue or because the webchat is being routed to one of your colleagues).

Click the Waiting activities button and Accept the webchat.




 Webchat details

Webchat details

Once you have accepted a webchat, a new tab will appear in the static panel. It will be labeled with the name or details entered when the customer initiated the chat.

Click the Webchat tab to see the Webchat details. Click it again to return to the previous screen (e.g. the Dashboard).

When you receive a new message in the chat, the Webchat tab will flash red and white. You may also hear a notification sound.

The webchat detail screen may contain different widgets set up in different order. The Webchat widget is the only mandatory one.


 Webchat widget

Webchat widget

The Webchat widget header displays the Queue number, queue name and the customer's name.

The top part of the widget contains the chat and event history as well as chat controls.

  1. Type your message in the field. To send your message, click Send (4) or press Enter on your keyboard. Use Shift+Enter to start a new line.
  2. Select files to send to the customer. Alternatively, drag and drop files into the grey area around the Select files button.
  3. Open a dropdown menu and select a template to insert.
  4. Send message.
  5. Load older messages from earlier chats with this contact. Only appears if any history exists.


The bottom part of the widget allows you to manage the webchat.

  1. Select a status. You must select a status before closing the webchat.
  2. Mark the webchat as important.
  3. Open a URL (set up by your administrator).
  4. Invite another agent to the webchat.
  5. Transfer the webchat to another agent.
  6. Close the Webchat tab. You will be disconnected from the customer.
 Co-browsing widget

Co-browsing widget

Co-browsing is a web chat add-on that requires a licence.

Use co-browsing to help customers navigate your website, software or the real world. Both sides can share their screen, video and sound.

Click Create video room to start.

See Co-browsing for more details.

 Contact and Account widgets

Contact and Account widgets

The Contact and Account widgets display CRM information about the customer and the company they are from.

  1. View the record in the CRM module. Click the Webchat tab to return to the Webchat detail screen.
  2. Edit the CRM record.
  3. Open the given CRM module info in the background. Click the Main menu button to view it. If the contact information is associated with more than one contact, a list will appear at the bottom of the widget. Click the Link button to switch to the selected contact.
  4. Open SLA settings.
  5. Unpair the CRM contact from the activity. You can pair a new contact to the activity in Contacts.

Activities tab

  1. Click the Activities tab in the header to view the contact's past activities.
  2. Open activity detail. See Activities for more detail.


New contact

If the customer's details are not saved in the CRM module, the Contact widget will be open on the Activities tab.

Click Add new contact to open the CRM module and create a new entry. See CRM for more details.

 Ticket widget

Ticket widget

Use this widget to assign an existing or new ticket to the webchat.

  1. Search for a ticket.
  2. Filter your favourite tickets.
  3. Filter your tickets.
  4. Filter the current contact's tickets.
  5. Filter the current company's tickets.
  6. Create a new ticket.
  7. Assign ticket to the webchat.
  8. Open ticket in the Ticket module. Click the Webchat tab to return to the Webchat detail screen.

You can apply multiple filters to view only tickets relevant to your webchat.

Once you assign a ticket to the webchat, the widget will display the ticket details.

 Calendar widget

Calendar widget

The Calendar widget displays your scheduled events. Days coloured green contain events. The selected day is bold. See Dashboard for more details.

 Articles widget

Articles widget

The Articles widget displays a list of your available articles – these can contain info that can help you in your work.

  1. Open the article in the Knowledge base module.
  2. Read the article in the Articles widget.

This is what an article open in the Articles widget looks like:

Click the Back button to return to the list of articles.

 Page in iframe

Page in iframe

The Page in iframe widget displays an external web page. Interact with the page just like you would normally. You can scroll using your mouse wheel or the controls on the right hand side.




 Transfer a webchat

Transfer a webchat

To transfer a webchat, go to the Webchat widget in the Webchat tab.

Click the Transfer button. This will open the Transfer activity window.




Select where to transfer the webchat. You can choose a specific person or a queue. Click Transfer.

Your Webchat will end and the customer will be transferred.




 Invite another agent to a webchat

Invite another agent to a webchat

To invite another agent to a webchat, go to the Webchat widget in the Webchat tab.

Click the Invite button. This will open the Invite to activity window.




Select who to invite to the webchat. You can choose a specific person or a queue. Click Invite.

You and the agent you have invited will now both be chatting to the customer.

The customer will see a notification that another agent has joined the chat but will not be able to tell which agent has sent which messages.

When one of the agents closes the chat, the customer will see a notification but will continue to chat to the other agent.




 Webchat co-browsing

Webchat co-browsing

Co-browsing is a web chat add-on that requires a licence.

Use co-browsing to help customers navigate your website, software or the real world. Both sides can share their screen, video and sound.

Click Create video room to start. The video room will open in your Co-browsing widget.

You may need to instruct the customer to click OPEN COBROWSING at the top of their chat window so they can join the video room.

You can manage the video room in the Co-browsing widget.

  1. Turn on/off camera.
  2. Start/stop sharing screen.
  3. Turn on/off microphone. The customer will need to unmute you in their video room to hear you.
  4. Disconnect from the video room.


The customer's video room has similar controls.

  1. Unmute agent.
  2. Turn on/off camera.
  3. Start/stop sharing screen.
  4. Turn on/off microphone.
  5. Leave conference room.









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