How to setup Freshchat
-
0:09 - 0:12Hey there! I'm Smruti, a product manager at Freshdesk
-
0:12 - 0:17and in this video, I'm going to walk you through how to set up a new Live Chat feature.
-
0:19 - 0:24With this, you'll be able to engage more deeply with your website and app visitors
-
0:24 - 0:26and provide them with real-time support.
-
0:27 - 0:32In your Helpdesk admin, you will see a Freshchat icon that you can click
-
0:32 - 0:33to take you to Chat Settings.
-
0:33 - 0:36Here, you can customize your chat window,
-
0:36 - 0:38set your default messages,
-
0:38 - 0:41get your installation code, and so on.
-
0:41 - 0:47In the first section, you can change your chat window's look and location on your web page.
-
0:47 - 0:52You can choose your window color from a palette or type in the color of your choice.
-
0:53 - 0:55I'm going to go ahead and do just that
-
0:57 - 0:59and as you can see from the preview right next to it,
-
0:59 - 1:03I've chosen a brick-red color to go with my website.
-
1:04 - 1:06You can choose the position of the chat window
-
1:06 - 1:09and an offset from the corner of the screen.
-
1:09 - 1:13I'm going to leave these two settings as they are and move on to the next section.
-
1:14 - 1:18Here, you can set the default messages you want your visitors to see
-
1:18 - 1:20when you begin your chat, when you end your chat,
-
1:20 - 1:22your chat headers, and so on.
-
1:23 - 1:25We have place-holders set
-
1:25 - 1:28but you can have your own customized messages.
-
1:28 - 1:30For example, if you are in E-Commerce business,
-
1:30 - 1:33you can welcome your visitors by say,
-
1:33 - 1:35asking them what they are looking for today.
-
1:35 - 1:42(types)
-
1:44 - 1:46I'm going to change a couple more of these
-
1:46 - 1:51(typing)
-
1:51 - 1:54This would be my header when my chat window is active
-
1:54 - 2:00(typing)
-
2:00 - 2:03and this would be my thank you message.
-
2:03 - 2:06Next, we move onto the pre-chat form.
-
2:07 - 2:10Checking this will allow you to obtain more information from your visitors,
-
2:10 - 2:12even before you begin your chat.
-
2:12 - 2:14If you want to go a step further
-
2:14 - 2:16and would like to recognize your customers
-
2:16 - 2:19who are already logged in to your app or website,
-
2:19 - 2:22and pass that information to Freshchat,
-
2:22 - 2:24you can do so by using a login API
-
2:24 - 2:28that's available in the Chat Solution articles.
-
2:29 - 2:32You can also proactively initiate conversations with your visitors
-
2:32 - 2:36when they spend more than a certain amount of time on a particular page.
-
2:36 - 2:39I'm going to have these two unchecked for now
-
2:39 - 2:41and save my chat settings.
-
2:41 - 2:42Here you go!
-
2:42 - 2:46You have your chat code snippet updated with all your customized settings.
-
2:48 - 2:50You can then paste this on your website
-
2:50 - 2:54and voilà: you have your live chat set up.
-
2:54 - 2:56Your visitors can now chat with you
-
2:56 - 2:59and you can start supporting them in real time.
-
3:00 - 3:02If you have any questions or comments,
-
3:02 - 3:05please email us at support@freshdesk.com
-
3:05 - 3:09or come to our website and start chatting with us.
-
3:09 - 3:12Thank you.
- Title:
- How to setup Freshchat
- Description:
-
This is an intro video to help you setup chat in Freshdesk
- Video Language:
- English
- Team:
- Captions Requested
- Duration:
- 03:17
NikhilC edited English subtitles for How to setup Freshchat | ||
NikhilC edited English subtitles for How to setup Freshchat | ||
Claude Almansi edited English subtitles for How to setup Freshchat | ||
Claude Almansi edited English subtitles for How to setup Freshchat | ||
Claude Almansi edited English subtitles for How to setup Freshchat | ||
Claude Almansi edited English subtitles for How to setup Freshchat | ||
Claude Almansi edited English subtitles for How to setup Freshchat | ||
Claude Almansi edited English subtitles for How to setup Freshchat |