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How do I adjust how and where SalesChat is visible?
How do I adjust how and where SalesChat is visible?

Teaches how to adjust the Visibility of Saleschat and what required information customer's will need to initiate a chat

Updated over 9 months ago

Applies to: Admins


You may want to make SalesChat visible only certain pages. You can also require customer's to provide certain information before starting a chat. You can do this by setting new rules and behaviors for Saleschat.

Overview:

  1. Click on Settings

  2. Click on SalesChat

  3. Click on Visibility

  4. Adjust the default behavior. This how Saleschat operates when it does not meet any rules.

    • Widget - Adjust if the widget is visible on your webpage or not

    • Required Contact - Require certain information for a customer to initiate a chat

  5. Click Add Rule

  6. Click Add filter and choose when Sales Chat is displayed

    • Customer Logged in - Require a customer to be logged in before they can see SalesChat

    • Product Page - Have Saleschat only appear on certain pages on your website

    • Customer Cart - Require a customer to have a certain amount in their cart before Saleschat appears

  7. Under Then, Adjust Widget Availability and Required Contact information under Then

  8. Add any additional rules you'd like by clicking Add Rule


1. Click on Settings

Step 1 screenshot

2. Click on SalesChat…

Step 2 screenshot

3. Click on Visibility…

Step 3 screenshot

4. Adjust the default behavior. This how Saleschat operates when it does not meet any rules.

Step 4 screenshot

5. Click Add Rule

Step 5 screenshot

6. Click Add filter and choose when Sales Chat is displayed

Step 7 screenshot

8.Under Then, Adjust Widget Availability and Required Contact information under Then

Step 8 screenshot

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