How to get around in BoldChat: Buttons, icons and more
Here's a look at some of the most important buttons and interface elements on the operator client.
Buttons and icons are shown as "large with text" in a highlighted (selected) state.
Image (large with text) | Name | Description |
---|---|---|
Answer Next | Answer the next waiting chat. | |
Assign To | Assign the selected chat to an operator or department. | |
Stop, End | End the selected chat. | |
View | Open the selected chat in a new window (called the View Chat window). | |
Red X | Delete | Remove the selected chat from the grid. |
Flag | Flag a chat for easy reference. | |
Move (Folder) | Move a Chat to another folder. | |
Relate to | Relate the chat to a contact or ticket. | |
Block | Used to block a visitor from Initiating a Chat. Only visible in the View Chat window. | |
Unblock | Unblock a previously blocked visitor. Only visible in the View Chat window. | |
Assignments | View the history of assignments for the chat to see who worked with the chat previously. Only visible in the View Chat window. |
Image (large with text) | Name | Description |
---|---|---|
Insert Canned Messages | Choose a canned message to send the visitor. | |
Hyperlink | Select text that you want to turn into a hyperlink and click this button. The link can be sent to the visitor, who must click the link for the page to open. | |
Push URL | Send the visitor a URL that opens in their default browser. | |
Send image | Send the visitor an image that opens in the chat window. The image in inserted inline. | |
Insert line | Insert a horizontal line into your message. |