User Tools


1. Installation-Create integration code


We are giving the most easy-to-go way to create integration code, you will be able to create more comprehensive code after creating the first one.

Installtion→ Add


Put the code name, which is whatever you like.
Choose the type of chat button, I prefer dynamic one.


Input “1” and “50” and choose “No”, then click on Next


Define the logo of your frontend chat-window, and then click on OK


Put something here, the content will display on the frontend, then click on Next


This option is not mandatory, you can just click on Next


This option is not mandatory, you can just click on Next


This option is not mandatory, you can just click on Next


Choose the method when all of your staff are offline


If you choose “Leave a message”, you will need to put your email address here, the offline message will be forwarded to your email.

2. Add Staff Account


Before adding staff account, you will need to create Department and Add Seat.
(After creating department, you can choose department name when adding staff account.
After adding seat, you can get privilege to creating staff account.)

Create Department


Staff→ Departments


Highlight your company name→ Add


Input your department name, such as Sales


Like this one.

Add Seats


Subscribe Now→ Add Seat(s)


Click on Add Seat(s)


Input 1 here to add one seat and click on save button


An invoice will be generated.


Tick the invoice and click on Pay Selected


Input the amount of the invoice and click on “Use the balance”(You have $100 in balance by default!)


You will see this. And then click on Pay button.


Payment done!

Let's add staff account now!


Staff→ Staff


Click on Add button


Notice: Put your own email in the E-mail column, the email address and password will be used to login the desktop software.
Click on “choose”, a dropdown list will be displayed, choose the department you created before.
Click on Ok button and DONE!

3. Instruction for Main function of Desktop Software



The layout design


Double click the new request to chat with the customer

Add Canned Message





Double click the message to put it into the chat room.
Hotkey: Ctrl+Enter to send the message to customer directly.

Add Canned URL