How to set a chat button as a chat entry point (fixed-location)

How to set a chat button as a chat entry point (fixed-location)

Set a button that a visitor clicks to initiate a chat session.

When implementing chat, your visitors need something to click in order to start a chat session. The term chat entry point refers to the interface element that a visitor clicks to initiate a chat. You set a chat entry point as part of the procedure of generating and inserting an HTML snippet to your site.

  1. From the main menu of the operator client, go to Setup > HTML > Generate Chat Button HTML.

    Result: The Generate Chat Button HTML window is displayed.

  2. On the Generate Chat Button HTML window, at the top of the window under Type of Chat Button, select Web Page Chat Button Image.
  3. Under Customize Chat Button Images, choose a chat button definition to associate with your HTML snippet:
    • To use the default button, do nothing (the default is called My Chat Button)
    • To change the chat button definition, click the three dots ... next to Custom Chat Button. See Setting up Chat Buttons.
    Tip: To see what your chat button or text link will look like on the web page based on current settings, click Open Test Page.
  4. Associate your HTML with a Website definition. See How to set up a Website definition.
  5. Option. Pass customer visitor information into the chat session.

    See Collecting visitor data with Custom Visitor Info and Variables.

  6. Copy and paste the code to your site. See Generate and insert HTML to your website.