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Table of Contents

Set up Web Page

This section explains how the call center should set up the web page, embedding uContact's Webchat for it's correct use.

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In order to use audio and video, the clients webpage must be through HTTPS with validated security certificate. A free one can be obtained through here: https://letsencrypt.org/

Incorporating Webchat using WordPress

In order to insert the webchat client on your webpage using WordPress, follow the next steps:

  1. In uContac's portal, go to Webchat configuration for the campaign created.
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  2. Log In to your WordPress account

  3. Go to the Plugins section on the left side menu
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  4. Click on Add New to install the new plugin

  5. Click on Upload Plugin and upload the downloaded file from the first step
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  6. Once uploaded, click on Install Now

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  7. When the installation is done, the following will appear and then click on Activate Plugin

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  8. Open the Settings section on the left side menu and go to Webchat Settings
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    IP:
    Replace the IP part for your IP address
    Campaign:
    Write the name of your webchat campaign configured in uContact's portal

    And donde! The new plugin will appear on the installed plugins section and is ready to use.

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Image AddedWebchat's Web Page

Available campaign

When the campaign is available, the agents that are online can attend the incoming interactions.

The client can visualize the following pop-up:

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A welcome message configured in the campaign settings will appear on the top of the window. The client must complete all the required data and click on the Send button to start the interaction.

When the interaction gets sent, the client will be on the waiting pile. From this moment on, agent-client can exchange messages.

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If the campaign configured allows it, the client can see the agent's name that attended te interaction.

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A videocall and call options are available for the client to interact with the agent, if this options are activated on the campaign configuration, like is shown in the following picture:

Call

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Videochat

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If the client wants to close the interaction, just click on the cross on the top right side of the window. The client will see a pop-up window to confirm that the agent wants to close the chat or not.

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If the client cancels it, the conversation will continue without deleting any message.

Otherwise, if the webchat campaig is configured to allow feedback, the client can qualify the interaction, leave a personal opinion and receive a mail with all the messages in the conversation by clicking in this option checkbox.

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Out of time campaign

If the campaign is not available, the client can send a message that will be seen in the recorded Webchat option.

A message will appear letting the client know that the campaign is out of time, like is shown below:

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No agents available

If all of the agents are unabailable, the Not Avaiable message configured appear, like so:

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