Docs
  • Overview
    • 👋Welcome to Orimon AI
  • Product Guides
    • 🤖Create A Bot
      • đŸĨLeads Generation & Support Bot
      • đŸ’ŗE-Commerce Specialist Bot
    • đŸ“ĒFlag and Train
    • âš™ī¸Setting up Bot Appearance
      • 🎨Setting Theme Color
      • đŸ’ŦSetting Message Bubble
      • 🎓Setting Bot Header
      • đŸ—¯ī¸Setting Trigger Icon
      • 📩Setting Welcome Message
      • â—€ī¸Setting Fallback Message
      • đŸŗī¸Disable Branding
      • đŸ—’ī¸Setting Lead Form
      • âš ī¸Setting Up Conversation Triggers
      • ⚡Adding Quick Replies
      • 📎Custom Query Placeholder
    • ✨Setting Up Conversational Leads
    • 🙋Setting up Live Chat
      • âš™ī¸Configuring Live chat
      • đŸ—Ŗī¸Transferring To Live Agent
      • đŸ’ģLive Chat Agent Screen
      • đŸ›Ŗī¸Live Chat Process
      • 🕔Operational Hours
      • âšī¸Disable AI
      • 👉Join Active Chat Room
    • đŸ’ŊBot Model
    • đŸŒĄī¸Bot Temperature
    • 🛑Quota Limits
    • 🎭AI custom prompt
    • 🔑Bring your openAI key (BYOK)
  • Fundamentals
    • 🧑Inviting Members
    • âŦ‡ī¸Install the Dashboard App
    • đŸĻBilling and Subscription
      • 🔔How do I subscribe?
      • 🔋How to buy additional quota for my plan?
      • 📈How do I upgrade my plan?
      • ⛔How do I cancel my plan?
      • â™ģī¸How do I renew my plan?
  • Integrations
    • đŸĒWebhook
    • ⚡Zapier
    • đŸ›ŗī¸Pabbly
    • đŸĒ¸Hubspot
    • đŸ‘ĨSalesForce
    • 📗Google Sheets
  • Channels
    • đŸ—Ŗī¸Setting up Channels for Messages
    • 📩FaceBook Messenger
    • đŸŸĸWhatsApp
      • đŸ’ŗAdd Payment Method
    • đŸĒ›DIY Website Building Tools
    • đŸŸĻTelegram
    • 📰WordPress
    • 🌐Website Integration
    • ⚡Zapier
    • đŸ›ŗī¸Pabbly
    • đŸ‡Ģ🇴Slack
    • 🎮Discord
    • đŸ‡Ģ🇲MS Teams
  • Templates
    • 🤝Book a Meeting
  • White-Labelling
    • đŸŗī¸Getting Started
    • 🤖Chat-Bot White Labelling
    • 🔰Dashboard White Labelling
    • 📧Email White Labelling
  • developer API
    • 🔍Getting Started with APIs
    • âœ‰ī¸Message API
Powered by GitBook
On this page

Was this helpful?

  1. Product Guides
  2. Setting up Live Chat

Live Chat Process

Detailed experience details for Live chat functionality

PreviousLive Chat Agent ScreenNextOperational Hours

Last updated 1 year ago

Was this helpful?

Process for the Customers to move from Bot to Live Chat :

  1. After a few messages are exchanged between the bot and the customer, a new button shows on the customer’s Chat-bot on the top rightmost side next to the end chat button.

  1. On Clicking the button the customer is moved to Live chat and instantly gets reflected in the Unassigned section on the dashboard of the corresponding bot from where the members can directly engage with them.

Process for the Customer to End the Chat :

  1. Throughout the conversation customers have a button (cross) on the top right hand side of the Chat-bot.

  2. On clicking the end chat button, a pop up opens asking for feedback and once that is provided or skipped by the customer the session ends.

Process for Members to engage with incoming new live chats :

  1. All chats that do not have a member assigned to them are reflected inside the Unassigned Section. For example :

  1. From the above screenshot we can see 2 chats are currently in the Unassigned section. On clicking on any of them the chat transcript will open in the middle section and customer details will populate in the right hand section of the dashboard. For example :

  1. All members are allowed to message this customer. As soon as any member sends a message in any unassigned chat, then the chat gets automatically assigned to that member. It instantly moves to the My Chats Section of the member who messaged on the chat since they are now assigned to the chat.

For example :

Process for Members To End Ongoing Customers Live Chat :

  1. At any given time the member who is assigned the chat can click on the “Resolve Chat” button that is available on the centre of the screen to end customer chat.

  2. A pop up will open asking for confirmation to resolve the chat.

  1. Only Members handling the chat will get the option to Resolve the chat.

  2. As soon as the member clicks on Resolve Chat then instantly the session ends and the chat gets removed from the dashboard.

  3. Customer gets notified that the Agent has resolved the chat. Customer’s View :

🙋
đŸ›Ŗī¸