How to use ?
Once you are done with the integration part you can do the configurations in the widget as given below.
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Once you are done with the integration part you can do the configurations in the widget as given below.
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Widget configuration:-
You can make changes in your widget like changing the welcome video, theme, logo, CTAs etc from here.
Go to the widget tab and you will see the options to make changes in your widget.
Now if you scroll down you will see two modes
Live agent interaction
Offline agent interaction.
If you click on any channel a dropdown will appear using which you can change your channels or mode of communication.
Auto Record:- You may additionally, you can turn on auto record, which will allow every call to be recorded.
Now at last you can change the queue type, widget position and widget type from the drop down.
Now simply save the changes you have made.
User experience:-
This is the lead capturing form where you can allow trigger messages or make alterations to time. You can also recast the welcome message from here.
Allow pop up video
Enabling this option will increase the widget size. This will make your widget more attractive to website visitors.
Trigger Messages :- You can also indulge the content of your message and duration of message from here.
Trigger Messages will pop up with the welcome video.
Welcome Salutation/ Welcome Message:- These are the messages that will come along your welcome video.
You can modify your messages from here
Wait Message:- If your agents are busy and there is some delay while answering the call, your customers will be able to see this wait message which you can modify according to your preference.
Call Timeout Message:- If there is non availability of your agent to answer the call, a timeout message will pop out.
Missed Call Message :- This is the missed call message which you can customise from your end.
Thank you Message:- Once a call is done , a thank you message will be reflected on your screen which can be modified anytime.
Capture Form
This segment includes a lead capturing form which inquires your client or website visitors to fill in some certain details before being admitted to a call.
You can effortlessly modify the form by dragging and dropping from the right hand side of your dashboard.
You can also collect the data of your customer by authorising different options.
Agent mapping:-
Your working hours, working days, and break times can all be changed from here. You must invite agents to your organization before adding any to the call-answering team.
Steps for adding agents to your organization.
1. Go to settings icon.
2. Select Users and roles tab.
3.Click on Invite tab.
4. Now you need to add your agent’s email address and assign roles as agent/admin to them.
Once executed, click on the invite button.
Steps for Agent/Salesperson :
~ How to create an account with SaleAssist? Follow the steps mentioned below
2.Using the sign up now option or sign in with google, you need to create your account.
3. Once you add your email address and set a password you will receive one verification email on the same email address.
Now, you need to click on the verification link and sign into your account!
Thereafter, they will receive one notification which they need to accept.
Click on the notification icon
Tap on View all notifications.
After all, click the accept button.
After completing above steps by Agent side, below steps to be followed by Admin to map respective agent/salesperson.
Adding Agents: For Admin.
You can add your default agents for answering calls from here .The list of agents you added in your organization will be shown up in the drop-down.
Form Based Routing:
If you have multiple categories like Sales/About us/Pricing etc. then as per the selection from customer the call can be routed to the specific set of people respectively. (The multiple options can be created in Lead capture form in “User Experience” widget settings)
Location based routing:
You can mark a particular location on the map, and assign an agent to answer the call of the same location store by adding their Email address or phone number with country code.
Scheduled calls routing:
You can adjust your call slots and days from here.
Availability:- You can set your working hours, break hours, working days and non working days from here.
Agent Feedback:-
Note:- Always remember to save the modifications.
Questions?
Please feel free to reach out via support@saleassist.ai if you need any help.
Once an admin invites any agent/salesperson, the agent/salesperson needs to create their account on using the same email address which has been invited by their organization.
1.Go to .
