Add and Configure Your Website Channel

Step 1. Go to the Inboxes page. Go to Settings → Inboxes → "Add Inbox" button.

inbox_create

Step 2. Click the "Website" icon.

list_of_channels

Step 3. Enter your website name, URL, and other details as described below.

create_website

Field Name	Value	Remarks
Website Name	Enter the name of your wWbsite.	e.g. Example Inc.
Website Domain	Enter the link to your Website.	e.g. www.example.com
Widget Color	Select the color by clicking the palette.
Welcome Heading	Give a greeting with which you would like to address the customer.	e.g. Welcome!
Welcome Tagline	Give a tagline representing your company.	e.g. Welcome to Example ! We are at your service 24/7.
Enable Channel Greeting	Select enabled or disabled.	Enable to send a greeting message when customer starts conversation
Channel Greeting Message	Give a greeting which you would like to start the conversation with.	e.g. Hi. How can we help you?

Once all details are entered, click the “Create Inbox” button.

Step 4. "Add agents" to your website inbox.

add_agents

The conversations will be routed to agents only if they are associated with the inbox. Even if you are an Administrator, you need to add yourself as an agent to the Inbox to be able to see the Inbox on your screen.

Select the agents from the drop-down and click Add agents. If agents have not been added, follow the steps to add agents.

Step 5. Hooray! You have successfully created a website inbox. Now, add the widget to your website.

Copy and paste the code snippet shown on the page to your website and start supporting your customers. You can click the Copy button to copy and then paste in the root file of your website.

finish_inbox

If you click the More settings button, you will be taken to the Additional Settings for Inbox. If you click the Take me there button, you will be taken to the newly created Inbox directly.

Additional Inbox Settings

On your inboxes screen, click the gear icon to reach the Settings page. You will see the following screen:

Settings Tab

inbox_settings

Scroll down to see more settings, where you can set up the various notifications you would like to receive when your website inbox starts functioning.

inbox_settings

Here are a couple of examples for your understanding:

Enable email collect box is enabled by default. It means an automatic message to collect the e-mail ID will be displayed once the customer starts a conversation. The customer/end user will receive a prompt to enter an email ID.

Enable CSAT. Once you enable it, the customer satisfaction survey will be launched every time a ticket is resolved. The CSAT results can be viewed later in the Reports section.

Click the **Update** button to save the changes you have made.

Collaborators Tab

Click the Collaborators tab.

Here, you can add agents to the Inbox or delete agents who have been already added in the Inbox.

You can also enable or disable the automatic assignment of new conversations to the agents added to this inbox.

inbox_settings

Click Update to save the changes.

Business Hours Tab

Click the Business Hours tab. In this section, you can set the working hours of your team.

inbox_settings

Click the checkbox for Enable business availability for this inbox if you have well-defined business hours.

Once the checkbox is ticked, the below section opens up. You can write your message to be displayed to the customer outside business hours.

You can also select the available business hours for each day of the week, along with the proper timezone.

inbox_settings

Click the Update Business Hour Setting button.

Pre-Chat Form Tab

Click the Pre Chat Form tab.

With this, you can collect information about your customers as soon as they enter your live-chat window/website widget. You can use this to collect customer info such as name and email address before beginning the chat.

inbox_settings

Field Name	Value	Remarks
Enable pre-chat form	Select yes or no.	Yes, if you want to use the pre-chat form. No, if you do not want to.
Pre-chat message	Give a message to start a conversation with the customer.	Hi, we need some information to serve you better.
Visitors should provide their name and email address before starting the chat.	Tick in the checkbox if you need the name and email address mandatorily.	This will help us maintain our contact list better.

Click the Update button. The pre-hat form is enabled now.