The following options allow you to customize your implementation of this feature.
- Option. Create a Custom Chat Invite.
This defines the actual interface seen by visitors upon invitation.
- From the main menu of the operator client, go to . The Account Setup window is displayed.
- On the left menu of the Account Setup window, click . The New Custom Chat Invitation window is displayed.
- Customize the window as required and save your changes. How to set up Custom Chat Invitations
Result: The Custom Chat Invite will be listed when an operator clicks the Custom Invite button on the Visitor tab. The operator can choose to send the invite to a visitor.
- Option. Associate a specific Custom Chat Invite with the Invite this visitor to chat button on the Visitor tab.
- From the main menu of the operator client, go to .The General Account Settings window is displayed.
- On the Invite Setup tab, next to Instant Chat Invite, click the button with three-dots .... The Select Item window is displayed.
- Select a Custom Chat Invitation and click OK.
- On the General Account Settings window, save your changes.
Result: The selected Custom Chat Invitation will be displayed to visitors when operators click the Instant Chat Invite button ("Invite this visitor to chat") on the Visitor tab.