BoldChat Setup and Customization
- New to BoldChat? Start Here!
Looking for the quickest way to get started with BoldChat? - Setting up Entry Points
Learn how to set up a "gate" between your visitors and BoldChat. - Setting up Chat Buttons
Configure the settings associated with the button or text that visitors click to initiate chat. - Setting up Invitations
Set up BoldChat so visitors can be invited to chat. - Setting up Chat Windows
Configure the visitor's chat experience. - Setting up Conversion Tracking
Use BoldChat to track conversion events so you can relate specific chats to actual sales or other milestones such as new account created or page viewed, thus allowing you to track individual success as a basis for paying commissions. - Routing Incoming Chats
BoldChat gives you a fine level of control over how incoming communications can be directed to specific folders and departments. Routing answers the question "How can I show certain incoming chats to certain operators?" - Auto Answers: Visitor self-service
Auto Answers is a self-service support feature that provides visitors a way to browse questions and answers before chatting live, deflecting common or repetitive engagement from operators. - Setting up Canned Messages
Canned messages are predefined text strings that the operator can insert into a conversation. With canned messages, the operator can reuse commonly used responses without having to type them. - Organizing Chats
- Viewing or Controlling a Visitor's Computer
- Building your Organization
Create Operators and Departments, and set Permissions. - Setting up Contacts
To help organize contacts, you can customize Contact Categories, Custom Fields, and Statuses. - Update Policy: How Operators Can Update the desktop Operator Client
By setting an Update Policy for the desktop Operator Client, you can control how the BoldChat desktop Operator Client checks for new versions and what options operators are given when a new version is found. - Configuring custom operator statuses
Custom operator statuses extend the range of operator statuses beyond the built-in Available/Away options. - Email / SMS / Ticketing / Twitter
- Security
Enhance the security of your BoldChat implementation. - BoldChat System Requirements
- List of cookies used by BoldChat
BoldChat makes use of the cookies listed in this article.