GS Website Articles

How to set up a Website definition

Website definitions help operators see the origin of a visit or chat and help you manage business hours. When used together with the Chat Rule Engine, website definitions help you manage incoming communications. Website definitions are also crucial when your chat strategy involves multiple sites or domains.

How do Website definitions relate to other BoldChat entities? Website definitions are associated directly with snippets of HTML, not with Chat Button definitions, Chat Window definitions, Department definitions, or any other BoldChat entities.

How to create website definitions:

  1. From the main menu of the operator client, go to Setup > Account Setup.

    Result: The Account Setup window is displayed

  2. At left, click General > Websites.
  3. Click New.

    Result: The New Website window is displayed.

  4. Name the website definition.
  5. Option. Set business hours. See How to set business hours.
  6. Option. Enable Data Validation. See How to validate Chats, Visits and Conversions (Data Validation).
  7. Save your changes

    Result: Your website definition is ready to be associated with an HTML snippet and inserted to a site.

Once you create a website definition, you must associate it with a Visitor Monitoring HTML snippet. Website definitions are not associated with any resource until you actively make the association when generating an Visitor Monitoring HTML snippet.

Website definitions can then be detected by the Chat Rule Engine or Visitor Rule Engine to help manage incoming communications and visits.

Websites in the Web Admin Center

Set up websites to help track the origin of visits and manage business hours.

Note: To understand the relationship between a website, a chat window, and a chat button, consider the following:
In Digital DX, a website is a group of settings that helps you manage your Digital DX strategy across multiple sites or domains. Websites help you track the origin of visits and manage business hours. When used with the Chat Rule Engine, they help you manage incoming chat items.
The website also contains the code of a "chat button", which does not only refer to a simple button on the user interface that a customer clicks, but also a complex group of settings associated with that button. These settings include button images, position, animation, associated departments, the countries where the button is displayed and so on.
When the customer clicks the chat button, a chat window opens, which again is not only a simple window on the user interface, but also a complex group of settings that control the layout and content of that window.
To interact with customers, first you have to set up a website and then a chat window. Subsequently, create a chat button and associate that button with the chat window and the website.

How to create a website

In Digital DX, a website is a group of settings that helps you manage your Digital DX strategy across multiple sites or domains. Websites help you track the origin of visits and manage business hours. When used with the Chat Rule Engine, they help you manage incoming items.

How do websites relate to other Digital DX entities? Websites are associated directly with snippets of HTML.

  1. Create or edit a website, as follows:
    1. In the Web Admin Center, go to Organization > Websites.
    2. Select an existing website group or click Create New.

    Result: The New/Edit Website page is displayed.

  2. Name the website.

    This can be seen by customers when the Website field is included on a pre-chat form.

  3. Set business hours. See How to set website-level business hours.
  4. Save your changes.

Your website is ready to be associated with an HTML snippet and inserted to a site.

Important: Websites are not associated with any resource until you actively make the association when generating an HTML snippet during the chat button or conversion code set up process. Once associated with a snippet of HTML code, websites can then be detected by the Chat Rule Engine to help manage incoming communications and visits.

Announcements

Genesys DX/Bold360 End of Life: January 2024

The Genesys DX (Bold360) platform will end of life on January 31st, 2024. This difficult decision was announced in March, 2023.  

Genesys continues to make a strong commitment to Genesys Cloud, while tightening the portfolio to further accelerate feature growth on the platform. Part of that included bringing over key Genesys DX features to Genesys Cloud CX, such as Knowledge Optimizer that focuses on ease-of-use knowledge management. Digital only licenses for Genesys Cloud were also introduced late last year, which are suitable to those who are not looking for voice capabilities or who need agent seats that only feature support for digital channels. 

Details on the end of life timeline

As of January 31st, 2024, access to Genesys DX product interfaces and customer-deployed components stop to function. Users will no longer be able to log into product interfaces, and all of the boldchat/bold360/nanorep domains will become unavailable for use. If you are curious on what the code on your website related to this might look like and how to remove it, we encourage referencing this post on the DX community

After January 31st, 2024, admins will still be able to get access for an additional 30 days. This period is meant to allow for extracting the necessary data from the platform. Historical data extraction from your account will be available to retrieve by data extraction APIs (Bold360 APIs and Nanorep APIs).