Chat Channel Setup



 The XCALLY MOTION Web Chat channel allows you to define the Web Sites where you will be able to insert a Web Chat Snippet, which visitors will use to interact with your Customer Care, and to configure the routing logic, in order to deliver the Web Chat Messages to your Agents Queues.


Concurrent Chat Sessions

Check your license settings: if you need to increase your maximum number of concurrent chat sessions ask sales@xcally.com!




Architecture

You can choose among 3 options in order to manage the XCALLY MOTION Web Chat channel:

  1. Use the public https://chat.xcallymotion.com Proxy in order to route the Web Chat messages from the Web visitors snippet to your XCALLY MOTION server
  2. Deploy your own Proxy (let's say chat.yourproxydomain.com) to route the Web Chat messages from the Web visitors snippet to your XCALLY MOTION server
  3. Use your XCALLY MOTION server 443 port and IP address or domain 


*Please contact the XCALLY Support to deploy the above option 1 or for recommendations in case of option 2.


Then you can configure the Chat Channel following the next steps:

  • Create Agents that will be notified when a new chat request is incoming
  • Create Chat Queues and then add Agents on it (you can also define single Agents as chat recipients if you like), choosing the routing strategy (BEEPALL or RR-MEMORY) 
  • Set which Agent or which Queue are associated to the Chat Website: the involved Agents will be notified when new Chats are started
  • Define the Website on which you will show the Chat Snippet and its appearance
  • Add the source code to manage the snippet

You can define intervals, actions and settings for any step and define the snippet style and behavior.




In the Chat Section you find:

  • Chat Queues: where you can configure queues dedicated to chat sessions which the Agents can belong to (routing mechanisms, teams management, and so on). 
  • Chat Websites: where you must configure the Websites from which the chat sessions can be started (style, information required, online/offline interaction, and so on)
  • Chat Realtime: the monitor realtime board for the Chat activities
  • Chat Triggers: how to configure the Chat application automatic operation