Manual

3. My Account

In this chapter:

Figure 3.1 My Account panel.

Here you can manage your Company profile, payment options and obtain Live Chat button HTML code or customize your Chat Window.

Profile

Figure 3.2 Company profile window.

To change your Company address details, click link in My Account panel (see figure 4.1). Please make sure both your address details, prefered currency and VAT number (applicable to European Union countries only) are correct, as this will be used to prepare your invoices. Depending on your location and if VAT number is entered, the following VAT tax rules apply:

17.5% VAT applies to all UK customers
EU Business with a VAT Number will not be charged VAT
EU Individuals/business without VAT number - 17.5% VAT applies
Customers outside EU, no VAT applies

Here you can also change your time zone, which will affect how dates and times are displayed in the Control Panel.

Payments

Figure 3.3 Payments menu.

To access your invoices or save Credit Card details click Payments link (1) in My account panel. See figure 3.3 above.

Invoices

Figure 3.4 Company profile window.

To view or print your invoices, click link in Payments menu (see figure 3.3). To obtain a printable PDF invoice, click Invoice link (1) in Orders & Invoices window.

Saved Credit Cards

Figure 3.5 Saved Credit Cards window.

In order to pay for monthly subscription fees, you need to save details of at least one credit card, before your first invoice is due. To save credit card details, click link in Payments menu. Next fill all fields in the form (2) and click Save button (3). If you no longer wish to use particular credit card for your payments, use delete button (4) to remove it from the system.

Chat Window

Here you can customize look and behaviour of your Chat Window.

Welcome screen

Figure 3.6 Welcome screen.

Here you can decide if your website visitors should enter their name and email address before Chat session begins. If check box (1) is checked, before chat is routed to one of your Company operators, a welcome screen will display a message which can be customized in a field (2). If check box is unchecked chat session begins immediately and your visitor name will appear as Guest.

Greeting message

Figure 3.7 Greeting message.

Here you can decide if an automatic greeting message will be sent to your visitor at the beginning of a chat session. If check box (1) is checked message defined in a field (2) will be automatically sent.

Off-line message

Figure 3.8 Off-line message.

Here you can customize a message (1) displayed to your website visitors when there are no available Chat operators. You can also change message displayed after off-line message is submitted (2).

Automatic chat invitations

Figure 3.9 Automatic chat invitations.

Here you can enable automatic chat invitations. When visitor stays on the same web page for a defined period of time an automatic chat invitation pop up window will be displayed - see figure 3.9 above. To enabled automatic invitations:

NOTE: Visitors Tracking must be activated first - see chapter 6. Visitors Tracking for detailed instructions how to enable it.

Tick check box (1).
Set number of seconds before invite screen is displayed (between 5 and 360 seconds).
Enter your chat invitation message.

Please note: if a visitors clicks "No thanks" button, invitation window will not be displayed to this person any more.

Chat Window Language

You can select one of the following Chat Window languages using drop down list located in the bottom left corner of Customize Chat Window:

Albanian, Arabic, Azerbaijani, Basque, Belarusian, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Gallegan, Georgian, German, Greek, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Korean, Latvian, Lithuanian, Macedonian, Malay, Maltese, Norwegian, Persian, Polish, Portuguese, Romanian, Russian, Serbian, Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian, Urdu, Vietnamese, Welsh and Yiddish.

Chat Buttons

Here you can find HTML code for Live Chat buttons. To open Chat Buttons window click link in My Account panel.

Standard Buttons

Figure 3.9 Standard chat buttons.

Standard chat buttons are provided as a convenient way of adding Live Chat functionality to your website. To use one of our standard buttons:

Click HTML code corresponding to your selected button in order to highlight it.
Right click on highlighted HTML code (1) and select Copy from context menu (or press Ctrl+C key).
Open your web page, where you want to add Live chat button, right click and select Paste (or press Ctrl+V key).

Custom Buttons

Figure 3.10 Custom chat buttons.

Our standard buttons may not always fit into the design of your website. Therefore we provide a way to upload your own graphic files (in GIF format) which can be used as Live Chat buttons on your web pages. In order to use this facility, you will need to prepare two GIF images. One for "online" button, which will be displayed when at least one Chat Operator is available. Another one for "offline" button, which will be displayed when there are no available Chat Operators. To upload your custom button:

Click Custom buttons tab (1).
Select online button file in field (2).
Select offline button file in field (3).
Click Add button (4). Your custom button HTML code will be generated instantly.

Button Language

You can select one of the following Chat Button languages using drop down list located in the bottom left corner of Chat Buttons window: