take a tour of sales portal

11
Chat up your visitors

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Post on 20-Jun-2015

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DESCRIPTION

Super intuitive sales

TRANSCRIPT

Page 1: Take a tour of sales portal

Chat up your visitors

Page 2: Take a tour of sales portal

Portal.vhelp.me

Visitor pane Interaction pane Resources pane

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Page 3: Take a tour of sales portal

Visitor pane1

Visitor coming from ad campaigns get tagged with the campaign descriptions.

Normal visitor appear without any additions

1a

On clicking the visitor name the details of them become visible in interaction pane and resource pane.

Page 4: Take a tour of sales portal

Interaction pane2

Visitor coming from ad campaigns get tagged with the campaign descriptions. On clicking the visitor name the details of them become visible in interaction pane and resource pane. Visitor then can get acquired to override the auto help, with human help.

You can chat upto 5 customers in one go. All the visitors appear as tabs and interaction with them follow in those tabs

Clicking the cross mark closes the interaction pane

Clicking the bulb allows you to add repeating questions to be added to Answerbay

Page 5: Take a tour of sales portal

Interaction pane - control panel

2

On click you can acquire the customers you want to interact

On click, it allows to release the visitor from the pane.

With redirect you can cobrowse with the customer.

Tag lead allows you to post the visitor info to the lead table, which can be pushed to CRM

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Page 6: Take a tour of sales portal

Acquire and release

On click you can acquire the customers you want to interact

Release tab allows you to release visitor from chat

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Page 7: Take a tour of sales portal

Redirect 2c

Paste the URL where you want to route your visitor to..

Paste the message for your visitors like"I am taking you to the payment page"

Page 8: Take a tour of sales portal

Resource pane 3

Click on search to quickly search through the knowledge base

Change the chat name for the sales agent.

Logout of the session.

Click on edit option to modify lead information of the visitor

Create quick short cuts to power your interactions.

Previous interaction history of visitor

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Page 9: Take a tour of sales portal

Semantic search

Click on search to quickly search through the knowledge base. You can search an entire question to get the answer.

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Page 10: Take a tour of sales portal

Create quick short cuts

You can create shortcuts for common phrases or greeting through short cut tab. You can access it by typing "/shortcut" I response

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Page 11: Take a tour of sales portal

Roll out the red carpet for your visitors