Adding a Web Chat

There are two ways to add a new web chat:

  • Copy an existing web chat
  • Configure a new web chat from scratch

Note: For instructions on copying an existing web chat, see Copying a Web Chat.

Configuring a Web Chat from Scratch

To configure a new web chat from scratch, follow these steps:

  1. From the Web Chat configuration home page, click Add. The Web Chat page is shown.
  2. In the Web Chat name box, type a name for your web chat.

    Note: This is for your reference only. The name will not be shown to customers or agents.

  3. In the Root URL box, type the root address of your website to use for this web chat.

    EXAMPLE 

    Jack wants to add web chat to the Inisoft website. He types http://inisoft.com into the Root URL box.

  4. Click Save.

Your basic web chat details are saved. Additional sections become visible on the Web Chat page.

What’s Next?

You’ve now added a basic web chat configuration, but there’s still more to do! See the following tasks:

Before you can use the web chat on your website, you’ll also need to activate it and embed some code in your website. See Making a Web Chat Active/Dormant and Embedding a Web Chat in Your Website.