Chat

  1. Assignment Rules

    To ensure that your chat conversations are going to a human team, you'll need to choose the team you'd...

  2. Setting Your Availability

    In order to have incoming chats assigned to you and chat with customers, your status must be set to...

  3. Editing Your Profile Picture

    You can add a profile picture by clicking on your profile avatar in the top right hand corner. Select...

  4. Answering a Chat

    When a customer initiates a chat and it's assigned to you, you will see a notification in the bottom...

  5. Transferring a Chat

    Agents can transfer an active chat to another available agent.  To transfer a chat: 1. Select the “Transfer chat”...

  6. Ending a Chat

    When you are finished your chat interaction with the customer, click 'End Chat' at the top of your screen...

  7. How to Set Up and Use an Alias

    Agents have the ability to set aliases for themselves in the dashboard.   To set up your Alias: 1....

  8. Setting a Welcome Message

    Agents can set a welcome message in ChatCenter. The welcome message is  automatically sent to a customer in the...

  9. Setting up Canned Messages

    Canned messages are predetermined responses to common questions. Having a saved list of answers can help with speed and...

  10. How to View your Chat History

    An agent with Manager privileges can view agent chat histories for review and quality assurance.  To review chat history:...

  11. Analytics

    Managers have the ability to access and view agent Analytics on ChatCenter.  To access the Analytics page: 1. Under...

  12. How to use Webchat with Different Teams and Languages

    You can create a team for each language that will require support.  If the target website uses different URLs...

  13. Building Your Company

    Once you're logged in to your dashboard, click on the profile icon in the top right hand corner to...

  14. Creating Teams and Adding Agents

    You can create teams to handle a certain grouping of conversations.  For example, you can set a team for...

  15. Snippet

  16. Webchat Event Customization

    Event Handling An event is invoked by the user action, or by the change of status of webchat. You...

  17. Webchat API

    We provide some API to control the user interface and functionality of webchat. Usage of API $sinitic.api(command, [, arg1[,...

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