Express setup
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Transcript of Express setup
![Page 1: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/1.jpg)
5 minutes to setup and go
![Page 2: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/2.jpg)
What we will help you do ?
![Page 3: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/3.jpg)
So let's get started
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Login -> Dashboard.vhelp.me
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Paste the integration code in your website code
Code integration is just like google analytics. Follow similar steps to get up and running.
![Page 6: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/6.jpg)
Now it's live on your site
It will appear on the bottom right part of your website, which can pop open on click. It will follow your visitor around their visit on your website.
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Ready to help your visitors
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Open your salesportal
Portal.vhelp.meLogin to
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Live sales portal
Visitor pane Interaction pane Resources pane
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Visitor pane1
Visitor coming from ad campaigns get tagged with the campaign descriptions.
Normal visitor appear without any additions
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On clicking the visitor name the details of them become visible in interaction pane and resource pane.
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Interaction pane2
Visitor coming from ad campaigns get tagged with the campaign descriptions. On clicking the visitor name the details of them become visible in interaction pane and resource pane. Visitor then can get acquired to override the auto help, with human help.
You can chat upto 5 customers in one go. All the visitors appear as tabs and interaction with them follow in those tabs
Clicking the cross mark closes the interaction pane
Clicking the bulb allows you to add repeating questions to be added to Answerbay
![Page 12: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/12.jpg)
Interaction pane - control panel
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On click you can acquire the customers you want to interact
On click, it allows to release the visitor from the pane.
With redirect you can cobrowse with the customer.
Tag lead allows you to post the visitor info to the lead table, which can be pushed to CRM
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![Page 13: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/13.jpg)
Acquire and release
On click you can acquire the customers you want to interact
Release tab allows you to release visitor from chat
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![Page 14: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/14.jpg)
Redirect 2c
Paste the URL where you want to route your visitor to..
Paste the message for your visitors like"I am taking you to the payment page"
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Resource pane 3
Click on search to quickly search through the knowledge base
Change the chat name for the sales agent.
Logout of the session.
Click on edit option to modify lead information of the visitor
Create quick short cuts to power your interactions.
Previous interaction history of visitor
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![Page 16: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/16.jpg)
Semantic search
Click on search to quickly search through the knowledge base. You can search an entire question to get the answer.
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Create quick short cuts
You can create shortcuts for common phrases or greeting through short cut tab. You can access it by typing "/shortcut" I response
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![Page 18: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/18.jpg)
Now fine tune the settings
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Settings for chat widget
Enter your company details, which will appear on chat bar and contact email to which messages
will be sent
![Page 20: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/20.jpg)
Settings for chat widget
You can select manual agent or auto agent. We suggest that you start with manual agent and
slowly add to your knowledge base, after
that auto agent becomes more smarter and can truly help your visitors
when you are not around.
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Settings for chat widget
Do you want to ask visitor to enter their names ? If
yes, then toggle to true. If you see too many visitors
put off by you asking them to fill up too much information, you might
have to revise it.
![Page 22: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/22.jpg)
Settings for chat widget
This allows you to engage proactively with
your customers. So visitors will get an
welcome message when they land up on your
website.
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Settings for chat widget
This allows customers to leave messages behind,
when there is no one logged into chatportal and there is auto agent
enabled.
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Settings for chat widget
You can rename the auto agent.
The default is Maya, meaning the mystical
one, that's all pervasive, in Indian philosophy.
![Page 25: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/25.jpg)
Settings for chat widget
You can selectively show the chat bar to a
percentage of visitors, allows you to do a simple
A/B testing of how effectively vhelp is
working.
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Settings for chat widget
If you are trying to test how good is your lead
into sales conversion is , just put in the payment / thank you page URL and
you can easily tracks visitors that are getting
converted.
![Page 27: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/27.jpg)
Settings for chat widget
You can selectively show it to visitors which on
certain page by entering the URL here, like you only want to help on
payment page , so you can paste our payment
URL here.
![Page 28: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/28.jpg)
Settings for chat widget
You can selectively target to only customers in certain geos. Like if
you ship only in us, then you want to focus on
visitors which are coming from there.
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Manage by dashboard
![Page 30: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/30.jpg)
Type in...
Dashboard.vhelp.me
& login...
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Get highlights quickly
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Populate your Answerbay
You can start by putting your FAQs into answer bay through the add button . You can edit and remove answers by selecting them and then choosing edit or remove.
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See detailed reports
You can slice and dice into reports by choosing multiple tabs. If you don't get see any data into reports don't worry. It takes 24 hours to get initial data points to generate.
![Page 34: Express setup](https://reader034.fdocuments.in/reader034/viewer/2022042623/549cc086b47959cf318b482c/html5/thumbnails/34.jpg)
See visitor transcripts
Filters allow you select transcripts by date , agents, or length or even by sentiments.
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Manage your account
Onboard or retire your agents by simple actions Manage your billings
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You are ready to delight your visitors