How to use Microchat Admin panel
In this article, we will give you some highlights on how to use our MicroChat App. Learn with us how to get the most out of it.
User Interface basics
Receiving and replying to visitors’ messages is really easy! This is what the widget looks like from your visitor’s point of view:
Minimized MicroChat Widget
When a visitor hits ‘Enter‘ and sends you a message, you will get a sound notification. The new visitor will appear in the ‘Unassigned‘ section of your sidebar in the MicroChat Panel
As well as in the ‘Visitors‘ tab:
In the Visitors tab, you can also see some additional information about your visitors, including:
- Name– This information will show the visitor’s name
- Email– The email will display if you have the Pre-Chat Question enabled (which you can find in Settings >Chat Setting> Pre-Chat Question ) or if the visitor provided their email during the conversation.
- Status– This information will show(Subscribed or UnSubscribed) if visitor checked signup while first time visit
- Created– This information will show when visitor visit last time with date
- Action– This will provide you to Check Chat Details of Visitor and Delete this visitor
Now, how to engage your visitor in a conversation? It’s effortless – click on the Chat Details; doing so will take you to the chat window:
An automated message sent by the bot
Information on the visitor
You will see a location map and basic info on your visitor in the upper-right corner of your conversation window. This part will display a name/email/ID, the visitor’s viewed pages, their browser version, operating system, and IP address. If the Pre-Chat Survey is enabled, all information that the survey collected will display there (e.g., a phone number).
Add new operators
Each MicroChat account allows you to have users as per your Plan (1 account owner + additional operators). That is to help you with responding to your visitors’ queries faster. To add a new operator, please go to the Settings > Operators section > and click on the blue ‘Add new Operator’ button:
Once clicked, a pop-up window will open, and you will be asked to enter your new operator’s data. After entering all the information, a temporary password will be generated and sent to the new operator’s email address. Then, click on the ‘Save’ button to complete the process
A confirmation email will be sent to the email address you specified. From that moment, your operator is free to log in via https://microchat.io/ to access the panel.
Manage the conversations
If you would like to pick up the conversation – click on the Chat notification or choose a chat from the ‘Unassigned‘ column in the ‘conversations’ panel. The operator who assigned themselves to it be responsible for that chat. The next step is simply reading the visitor’s message, typing in your reply, and letting the conversation take its course.
Whenever a visitor considers the chat finished, it’s enough to minimize the widget. When they open the chat widget again, the conversation will be visible for them right where you left off. The chat will stay in the active conversations panel for the operator until they unassign themself from it. To unassign – click the ‘Leave Conversation‘ button in the upper part of the chat window.
At MicroChat, you can receive 32types of messages in your conversations tab of the panel. A normal chat message and email. They all appear differently, and that is how you will be able to recognize them:
Every chat message will always have the ID assigned based on the first letter/email of the user’s name. Whilst you are responding to the chat your choice should always be to respond via the ‘chat message’. This should be automatically set to reply via chat if the visitor is on your website.
Emails that you receive on your mailbox that is integrated with MicroChat will appear with the blue envelope to specify that this is an email.You can choose to respond to those emails from the MicroChat panel. That option is normally set to Email automatically when the visitor is offline but in case if you like to switch it yourself that is how it looks like:
You can upload the Operator’s avatar in the Settings > Operators > Action>View.
Set up an avatar in the settings > Operators of the MicroChat admin panel
If you still have some questions for our team after reading this article, don’t hesitate to contact us.