Besides tickets, your customers can open chats with you via Outvio Desk, allowing you to solve smaller matters faster.
To set up your chat, open Outvio Desk and go to: Settings > Outvio Chat
Where can your customers chat with you?
The answer is: anywhere you would like to!
Simply click on Installation, and you’ll get widgets you can add to your website.
There are two options:
- If you use Shopify, follow the Shopify Website instructions.
- For other platforms: manually copy the widget and paste it inside your HTML code, right before the closing
</body>tag.
After saving changes, the chat icon will appear on the bottom right of your store.
Your customers will be prompted to enter their name and email.
How does your customer support see the chat?
All chats land in Outvio Desk. You can manage them like any other ticket.
By default, chats appear in the unassigned queue.
You can also create a separate folder for chats — just add Chat as the channel.
How can you configure the layout of your chat?
Click on Chat Style in the Outvio Chat menu.
Start by selecting the chat languages. Set the default one by clicking the three dots next to it.
Next, scroll to Header Background and Logo. Choose colors and upload your logo. Click Save to preview.
Then, add your company and support team names.
Set up the content of your chat
Click on Content in the left-hand menu.
Configure the first view: Set up the Greeting and Introduction in every store language.
Then go to Conversations to set up chat templates:
- Initial message
- Online Contact Form
- Secondary message
- Offline Contact Form
- Thank You message
- End chat
Depending on the template, you can customize both the message and the buttons shown to the customer.
