chat:main
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chat:main [2012/06/20 11:27] jposeika [General] |
chat:main [2015/03/24 06:15] (current) jposeika |
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| - | ====== Steps for setting chat up ====== | + | ===== Steps for setting up chat ===== |
| - | - **Log on to ChiliFresh Admin panel** ([[http://chilifresh.com|http://chilifresh.com]]), **navigate to "Chat" tab** | + | - Log in to the Admin Panel (http://chilifresh.com) and go to the "Chat" tab |
| - | - **Open "Implement chat widget" section and add the code to the web site where you wish the chat widget to appear** - on the site from which you wish the users to start chat conversations with your reference desk. Once you implement the code you should see inactive "Chat with reference desk" button - this is what shows up when there are no chat operators avaiable for accepting conversations | + | - Choose "Implement chat widget" and add the code to the web site where you wish the chat widget to appear, i.e. where users will be able to start a chat with you |
| - | - Navigate back to main page of "Chat" tab, then **navigate to "Manage chat operators" section** - there you should see main ChiliFresh Account administrator listed as chat operator. There you can add other chat operators that will be allowed to accept incoming chat conversations from patrons. | + | - Once the code is added, it will display in one of two ways on the screen: |
| - | - **Navigate to "Respond to conversations"** to start accepting chat conversations - this will make the "Chat with reference desk" button active on the page where you set it up. There you will also see if there are any patrons willing to open chat conversations OR you can start a conversation with the patron by clicking "Open chat". | + | - an inactive (grayed out) "Chat with reference desk" button - when there are no chat operators available for accepting conversations |
| + | - an empty box ready for patrons to start chatting - when there are operators available for accepting conversations | ||
| + | - If you wish to change the appearance of the widget, use the "Chat settings" option in the "Chat" tab of the Admin Panel. Here you can change the background and text colors, the text displayed (by default: "Reference desk is online" or "Reference desk is offline" as appropriate), and the frequency of sound alerts for new messages in chats. | ||
| + | - Still in the Admin Panel, under the "Chat" tab, use the "Manage chat operators" section to add library staff to the list of operators. | ||
| + | - NOTE: chat operators are location-based which means that you can have a different chat widget for each of your locations and you can add different chat operators for different locations. If you have several chat widgets set up and you wish to add one chat operator to all of the locations, you must click "+ALL" button by the chat operator. | ||
| + | - If you're using Connections and want the chat button to show in your My Library widget there too, [[connections:admin:refdeskchat|follow these instructions]]. | ||
| + | ===== Chat operators: responding to chats ===== | ||
| - | **PLEASE NOTE:** | + | There are 2 ways to respond to Reference Desk Chat conversations: |
| - | * pop-up blockers may be blocking incoming chat conversation pop-up windows - please make sure your pop-up blocker is letting them through | + | |
| - | * if you have logged on to accept chat conversations, you should not click the "Chat with reference desk" button - it may show errors | + | |
| - | * chat operators are location-based which means that you can have different chat widget for each of your locations and you can add different chat operators for different locations. If you have several chat widgets set up and you wish to add one chat operator to all of the locations, you must click "+ALL" button by the chat operator. | + | |
| - | ====== For chat operators ====== | + | ====Respond using ChiliFresh Chat desktop app for Windows==== |
| - | ===== How do I respond to chat conversations? ===== | + | |
| - | You must: | + | |
| - | * Log on to ChiliFresh Admin panel (http://chilifresh.com) | + | |
| - | * Navigate to "Chat" tab | + | |
| - | * Open "Respond to conversations" section and keep it open | + | |
| - | * If there will be patrons willing to talk to you, you will see them in the list, if not, it will say "No patrons currently" | + | |
| - | * **Incoming chat conversations will open up in pop-up windows, so please make sure your pop-up blocker software or plugin will allow pop-up windows** | + | |
| - | **PLEASE NOTE:** this page must always be kept open to receive incoming chat conversations! | + | More information and download of ChiliFresh Chat desktop app [[connections:admin:refdeskchat:app|here]]. |
| + | ====Respond using ChiliFresh Admin panel (on all platforms)==== | ||
| + | To respond to chat conversations, log in to the Admin Panel (http://chilifresh.com) and go to the "Chat" tab and choose "Respond to conversations". You **must** keep this window open. | ||
| - | ===== How do conversations get distributed between chat operators? ===== | + | When patrons use the chat widget to start a conversation with you, you will see them appear in the list with a green icon; if there are none, the list will be empty. |
| - | Incoming conversations are being randomly distributed between chat operators online. | + | |
| - | ====== For patrons ====== | + | Incoming chats are distributed among chat operators online. |
| - | ===== What browsers does the chat work on? ===== | + | |
| - | The chat should work on all browsers, but it has been tested in particular on Internet Explorer 6, 7, 8 and 9, Mozilla Firefox, Google Chrome and Safari - and it has been working successfully. | + | |
| - | ===== Why is "Chat with reference desk" button inactive? ===== | + | **Please note**: you cannot be a chat operator and start a conversation with yourself from the same browser |
| - | This happens in cases when there are no chat operators online at that moment to answer patron chat requests. | + | |
| - | + | ===== Which browsers does the chat work on? ===== | |
| - | ====== General ====== | + | The chat should work on all browsers, but it has been spcifically tested on Internet Explorer 6, 7, 8 and 9, Mozilla Firefox, Google Chrome and Safari. |
| - | * **Please note**: you cannot be a chat operator and start a conversation with yourself from the same browser | + | |
chat/main.1340209639.txt.gz · Last modified: 2012/06/20 11:27 by jposeika
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