{"data":{"id":"1029","string_id":"NVtQCN","status":"1","parent_id":"0","slug":"NVtQCN","order":"11","name":"03 Settings","type":"1","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","author":"","published_time":"1679304044","add_time":"1679304044","update_time":"1730288989","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","tags":[],"child":[{"id":"1030","string_id":"UbsGjb","status":"1","parent_id":"1029","slug":"UbsGjb","order":"0","name":"Online Chat Function Settings","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304045","add_time":"1679304045","update_time":"1730288989","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1029\"]","content":{"content_id":"1030","content":"

1. Session Assign<\/h2>\n\n\n\n
In this part, you can set Auto Assign, Auto Hosting, Session Hosting, and Auto Session Termination.<\/p>\n\n\n\n
<\/p>
<\/p>\n\n\n\n

1.1 Auto assign<\/h3>\n\n\n\n
When auto-hosting is turned on, when visitors from chat plugins, Messenger & comments, and Line send you messages, these messages go to the [Online Chat \u2013 Bot Hosting List] first, so you need to check them at [Bot Hosting] until you reply to the visitor\u2019s message and the session goes to the \u201cAssigned \u201d list. If you turn off this feature, the messages will go to the Unassigned list first, until you tap into the session, and then they will go to the Assigned list.<\/p>\n\n\n\n
<\/p>
<\/p>\n\n\n\n

1.2 Session Hosting<\/h3>\n\n\n\n
Sessions are added to the \u201cAssigned\u201d list, and when session hosting is enabled, automation and FAQ autoresponders are enabled by default to help you handle your visitors\u2019 messages quickly and efficiently.<\/p>\n\n\n\n
<\/p>
<\/p>\n\n\n\n

1.3 Auto Session Termination<\/h3>\n\n\n\n
For Messenger and FB post comments, when you enable this feature, it will automatically end bot-hosted\/unassigned sessions when you don\u2019t reply to a Messenger or FB comment message in the SaleSmartly platform.<\/p>\n\n\n\n

2. Notification<\/h2>\n\n\n\n
Here you can set the message notification method, trigger notification, and browser alert sound.<\/p>\n\n\n\n
<\/p>
Trigger :<\/strong> This means that bot-hosted messages, new messages from assigned users can be notified to you via your browser or public.<\/p>\n\n\n\n
The following is the effect of selecting a browser notification message.<\/p>\n\n\n\n
Bot Hosting Message Alert: <\/span><\/p>\n\n\n\n
<\/p>
Go to Labor\/Assigned User New Message:<\/span><\/p>\n\n\n\n
<\/p>

3. Default chat method for offline visitors to plugin channels<\/h2>\n\n\n\n
After the visitors of the plugin channel are offline, choose the default chat method, either by Email by default, or communicate with them through the chat plugin.<\/p>\n\n\n\n
<\/p>\n\n\n
4. End session confirm<\/h2>\n\n\n\n
After setting, click \u201cEnd Session\u201d and a pop-up box will appear asking you to confirm whether you want to end the session.<\/p>\n\n\n\n
<\/p>
5. Remove Branding<\/h2>\n\n\n\n
Set whether to remove the SaleSmartly brand description from visitor chat boxes or email content.<\/p>\n\n\n\n
<\/p>","pure_content":"1. Session Assign\n\n\n\nIn this part, you can set Auto Assign, Auto Hosting, Session Hosting, and Auto Session Termination.\n\n\n\n\n\n\n\n1.1 Auto assign\n\n\n\nWhen auto-hosting is turned on, when visitors from chat plugins, Messenger & comments, and Line send you messages, these messages go to the [Online Chat \u2013 Bot Hosting List] first, so you need to check them at [Bot Hosting] until you reply to the visitor\u2019s message and the session goes to the \u201cAssigned \u201d list. If you turn off this feature, the messages will go to the Unassigned list first, until you tap into the session, and then they will go to the Assigned list.\n\n\n\n\n\n\n\n1.2 Session Hosting\n\n\n\nSessions are added to the \u201cAssigned\u201d list, and when session hosting is enabled, automation and FAQ autoresponders are enabled by default to help you handle your visitors\u2019 messages quickly and efficiently.\n\n\n\n\n\n\n\n1.3 Auto Session Termination\n\n\n\nFor Messenger and FB post comments, when you enable this feature, it will automatically end bot-hosted\/unassigned sessions when you don\u2019t reply to a Messenger or FB comment message in the SaleSmartly platform.\n\n\n\n2. Notification\n\n\n\nHere you can set the message notification method, trigger notification, and browser alert sound.\n\n\n\nTrigger : This means that bot-hosted messages, new messages from assigned users can be notified to you via your browser or public.\n\n\n\nThe following is the effect of selecting a browser notification message.\n\n\n\nBot Hosting Message Alert: \n\n\n\nGo to Labor\/Assigned User New Message:\n\n\n\n3. Default chat method for offline visitors to plugin channels\n\n\n\nAfter the visitors of the plugin channel are offline, choose the default chat method, either by Email by default, or communicate with them through the chat plugin.\n\n\n\n\n\n\n4. End session confirm\n\n\n\nAfter setting, click \u201cEnd Session\u201d and a pop-up box will appear asking you to confirm whether you want to end the session.\n\n\n\n5. Remove Branding\n\n\n\nSet whether to remove the SaleSmartly brand description from visitor chat boxes or email content.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304045","update_time":"1679304218"},"pure_content":"1. Session Assign\n\n\n\nIn this part, you can set Auto Assign, Auto Hosting, Session Hosting, and Auto Session Termination.\n\n\n\n\n\n\n\n1.1 Auto assign\n\n\n\nWhen auto-hosting is turned on, when visitors from ch"},{"id":"1031","string_id":"XkoEMj","status":"1","parent_id":"1029","slug":"XkoEMj","order":"0","name":"Session Tags","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304045","add_time":"1679304045","update_time":"1730288989","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1029\"]","content":{"content_id":"1031","content":"
Here you can add and manage session tags, click on the tag record to add sub-tags under the tag (up to three levels of tags), the delete and modify icons will be displayed when the mouse arrow moves into the session tag, click to delete the tag and modify the session tag name.<\/p>\n\n\n\n
<\/p>
At [ Online Chat ], after selecting a session and clicking [ End Session ], you can add a session tag to the session (if you have added sub-tags, you can only select the lowest level sub-tag) and add a note.<\/p>\n\n\n\n
<\/p>","pure_content":"Here you can add and manage session tags, click on the tag record to add sub-tags under the tag (up to three levels of tags), the delete and modify icons will be displayed when the mouse arrow moves into the session tag, click to delete the tag and modify the session tag name.\n\n\n\nAt [ Online Chat ], after selecting a session and clicking [ End Session ], you can add a session tag to the session (if you have added sub-tags, you can only select the lowest level sub-tag) and add a note.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304045","update_time":"1679304220"},"pure_content":"Here you can add and manage session tags, click on the tag record to add sub-tags under the tag (up to three levels of tags), the delete and modify icons will be displayed when the mouse arrow moves i"},{"id":"1032","string_id":"RzlfFu","status":"1","parent_id":"1029","slug":"RzlfFu","order":"0","name":"Team Management","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304045","add_time":"1679304045","update_time":"1730288989","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1029\"]","content":{"content_id":"1032","content":"
You can manage members at [Settings] \u2013 [Team], add members, set the reception limit for members, roles, assign channel chat privileges, etc.<\/p>\n\n\n\n
1. Adding members to your project<\/h2>\n\n\n\n
\u2460 If the member\u2019s email is already registered with SaleSmartly account, you can log in and see that it has been pulled into your team project.\u2461 If the member\u2019s email is not registered with SaleSmartly, the initial password will be sent to the member\u2019s email. Use this initial password to login to SaleSmartly.<\/p>\n\n\n\n
<\/p>\n\n\n\n
2. View & Edit Member Information<\/h2>\n\n\n\n
View all members\u2019 information, including nickname, email, role, online status, reception limit, and you can set members\u2019 avatar, online time, reception time, reception limit, role, and which channels\u2019 users are received.After setting the online reception time of members, you can check the work schedule of customer service at [Member Schedule].<\/p>\n\n\n\n
3. Edit admin or member permissions<\/h2>\n\n\n\n
<\/p>
4. Set up staff scheduling and view schedule<\/h2>\n\n\n\n
When staff scheduling is not set, member accounts can only switch online\/offline manually by themselves, and when it is cut to online, the customer service can receive new session messages automatically assigned by the system, and the administrator can also check whether the customer service is working according to whether the customer service is online or not.<\/p>\n\n\n\n
<\/p>\n\n\n
Some companies need to force employees to be online, at this time, you can choose to set up employee scheduling, so that employee accounts automatically cut to online status during the specified time, and automatically receive new session messages on time.<\/p>\n\n\n\n
You can select customer service members at [Settings] \u2013 [Team], turn on scheduling and edit their reception hours. For example, if the customer service staff of your team is working from 09:00 to 21:00 from Monday to Friday, you can set it as the scheduling time, then during this time, the corresponding customer service account will be automatically cut to online status (employees cannot switch the status by themselves), so that they can receive new session messages automatically assigned by the system.<\/p>\n\n\n\n
<\/p>
Click \u201cMember Schedule\u201d to view the schedule<\/p>\n\n\n\n
<\/p>
Note: If you want the customer service to be online for a long time, you can set the scheduling schedule to make the customer service under your project online for a long time.<\/p>\n\n\n\n
<\/p>","pure_content":"You can manage members at [Settings] \u2013 [Team], add members, set the reception limit for members, roles, assign channel chat privileges, etc.\n\n\n\n1. Adding members to your project\n\n\n\n\u2460 If the member\u2019s email is already registered with SaleSmartly account, you can log in and see that it has been pulled into your team project.\u2461 If the member\u2019s email is not registered with SaleSmartly, the initial password will be sent to the member\u2019s email. Use this initial password to login to SaleSmartly.\n\n\n\n\n\n\n\n2. View & Edit Member Information\n\n\n\nView all members\u2019 information, including nickname, email, role, online status, reception limit, and you can set members\u2019 avatar, online time, reception time, reception limit, role, and which channels\u2019 users are received.After setting the online reception time of members, you can check the work schedule of customer service at [Member Schedule].\n\n\n\n3. Edit admin or member permissions\n\n\n\n4. Set up staff scheduling and view schedule\n\n\n\nWhen staff scheduling is not set, member accounts can only switch online\/offline manually by themselves, and when it is cut to online, the customer service can receive new session messages automatically assigned by the system, and the administrator can also check whether the customer service is working according to whether the customer service is online or not.\n\n\n\n\n\n\nSome companies need to force employees to be online, at this time, you can choose to set up employee scheduling, so that employee accounts automatically cut to online status during the specified time, and automatically receive new session messages on time.\n\n\n\nYou can select customer service members at [Settings] \u2013 [Team], turn on scheduling and edit their reception hours. For example, if the customer service staff of your team is working from 09:00 to 21:00 from Monday to Friday, you can set it as the scheduling time, then during this time, the corresponding customer service account will be automatically cut to online status (employees cannot switch the status by themselves), so that they can receive new session messages automatically assigned by the system.\n\n\n\nClick \u201cMember Schedule\u201d to view the schedule\n\n\n\nNote: If you want the customer service to be online for a long time, you can set the scheduling schedule to make the customer service under your project online for a long time.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304045","update_time":"1679304224"},"pure_content":"You can manage members at [Settings] \u2013 [Team], add members, set the reception limit for members, roles, assign channel chat privileges, etc.\n\n\n\n1. Adding members to your project\n\n\n\n\u2460 If the member\u2019s e"},{"id":"1033","string_id":"oJaqg4","status":"1","parent_id":"1029","slug":"oJaqg4","order":"0","name":"Personal Information Page","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304045","add_time":"1679304045","update_time":"1730288989","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1029\"]","content":{"content_id":"1033","content":"
Click [Avatar] to view account information, change password, change online status, log out, select and add items, etc.<\/p>\n\n\n\n
<\/p>\n\n\n
If you want to change the project name, then you can change the name at [Settings] \u2013 [Project].<\/p>\n\n\n\n
<\/p>","pure_content":"Click [Avatar] to view account information, change password, change online status, log out, select and add items, etc.\n\n\n\n\n\n\nIf you want to change the project name, then you can change the name at [Settings] \u2013 [Project].","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304045","update_time":"1679304225"},"pure_content":"Click [Avatar] to view account information, change password, change online status, log out, select and add items, etc.\n\n\n\n\n\n\nIf you want to change the project name, then you can change the name at [Se"}],"content":{"icon":"","desc":"","content_id":"1029","add_time":"1679304044","update_time":"1679304044","content":"","is_traffic_less":"0","file_type":""},"hot_list":[],"user_read_num":"0","is_auth":"0"},"msg":"Success","code":200}

1. Session Assign<\/h2>\n\n\n\nIn this part, you can set Auto Assign, Auto Hosting, Session Hosting, and Auto Session Termination.<\/p>\n\n\n\n<\/p><\/p>\n\n\n\n

1.2 Session Hosting<\/h3>\n\n\n\nSessions are added to the \u201cAssigned\u201d list, and when session hosting is enabled, automation and FAQ autoresponders are enabled by default to help you handle your visitors\u2019 messages quickly and efficiently.<\/p>\n\n\n\n<\/p><\/p>\n\n\n\n

1.3 Auto Session Termination<\/h3>\n\n\n\nFor Messenger and FB post comments, when you enable this feature, it will automatically end bot-hosted\/unassigned sessions when you don\u2019t reply to a Messenger or FB comment message in the SaleSmartly platform.<\/p>\n\n\n\n

4. End session confirm<\/h2>\n\n\n\nAfter setting, click \u201cEnd Session\u201d and a pop-up box will appear asking you to confirm whether you want to end the session.<\/p>\n\n\n\n<\/p>

3. Edit admin or member permissions<\/h2>\n\n\n\n<\/p>

1. Session Assign<\/h2>\n\n\n\n
In this part, you can set Auto Assign, Auto Hosting, Session Hosting, and Auto Session Termination.<\/p>\n\n\n\n
<\/p>
<\/p>\n\n\n\n

1.2 Session Hosting<\/h3>\n\n\n\n
Sessions are added to the \u201cAssigned\u201d list, and when session hosting is enabled, automation and FAQ autoresponders are enabled by default to help you handle your visitors\u2019 messages quickly and efficiently.<\/p>\n\n\n\n
<\/p>
<\/p>\n\n\n\n

1.3 Auto Session Termination<\/h3>\n\n\n\n
For Messenger and FB post comments, when you enable this feature, it will automatically end bot-hosted\/unassigned sessions when you don\u2019t reply to a Messenger or FB comment message in the SaleSmartly platform.<\/p>\n\n\n\n

4. End session confirm<\/h2>\n\n\n\n
After setting, click \u201cEnd Session\u201d and a pop-up box will appear asking you to confirm whether you want to end the session.<\/p>\n\n\n\n
<\/p>

3. Edit admin or member permissions<\/h2>\n\n\n\n
<\/p>