How to Manage the Accounts for Click to Chat Plugin?

In the previous topic, we have covered how to download the Click to chat plugin from the Whatso website, install this plugin to your WordPress website, and hit the activate button.

In this section, we have covered how to add and delete new accounts, how to make these accounts visible on your website, how to set availability based on your working hours, and how to pin and unpin an account. Furthermore, we have also explained how to set availability when offline. Check out the WhatsApp Marketing Software & SMS Pricing Plans

Adding new accounts has never been so easy! Follow the steps given below to get started with setting your team for action.

Step 1:

On your WordPress dashboard, scroll down until you see your website name. To make this example clearer, we will show you the Whatso dashboard. As you can see on the image below, in place of Whatso, you should be able to see your website’s name. This is how the page will look like.

When you click on this, you will see a drop-down menu with 4 options. Here, you need to choose Accounts to proceed with further settings.

account setting

Step 2:

Once you click on “Accounts”, you will be able to see this page. Now, click on “Add New”.

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Step 3:

Once you click on “Add New”, this page will appear.

add new account

Step 4:

Now, add the name here.

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This is exactly how it will be shown in the chat support widget. So, add the name exactly how you want it to show.

Step 5:

The next step is to add the mobile number with the country code. Please note, it is very important to enter the correct country code. So for instance, let’s say you are an Indian user. In that case, you need to add +91 as your country code. You can find your country code here

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Step 6:

In the next column, the name added should be the same as the one in Step 7.

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Step 7:

Next up is the title. In the title column, enter the designation of the person in question. For instance, you might have A & B who are the tech support & billing support on your team respectively. So, if we consider A, then her title will be “Tech Support”. However, in the case of B, the title will be billing support. Therefore, enter the exact title you want to display.

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Step 8:

The next two columns are predefined texts. We recommend you don’t change them.

However, you need to understand that adding a new account will not display it on your webpage. For making this account visible on your widget, follow the steps given below.

  • Setting To Make Your Account Visible On Click To Chat Widget

Let’s assume that the new account we added is “ABC”. Now, just adding this new account is not enough. You need to make this visible. How? Let’s find out.

Step 1:

Click on your website name and then go to display settings. In this case, it is Whatso>Display Settings. (Note: In your case, in place of Whatso, typically your website name should reflect)

Step 2:

The Display Setting Page will look like this.

Step 3:

Now, simply check the checkbox next to the name you wish to make visible and click on “Save Selected Accounts”.

This way, you can manage which accounts are visible at any point in time.

  • Deleting Accounts

If you wish to delete an account, follow the steps given below;

Step 1:

Go to Accounts

Step 2:

Hover on the account you wish to delete. The page will look like this.

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Step 3:

As you can see, if we want to delete the account “ABC”, we simply hover over it and click on “Trash”. This will delete this account permanently.

  • Setting Availability & Pinning Account

Step 1:

Moving on, we can now set the availability of your team. Let’s say you operate from Monday to Friday from 10 AM to 6 PM & 10 AM to 1 PM on Saturdays, you can set your availability on this section. If you are not operating on a Sunday, let all the numbers be = 0.

The availability can be set differently for different team members. All you need to do is set the exact time you wish to be available.

Step 2:

The next step is to pin the account. To pin your account, all you need to do is check the box next to “pin this account”. That’s it. Alternatively, if you wish to unpin an account, just untick the checkbox and save the changes.

 

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If you wish to pin your account, you need to know that your account will reflect at the top of the list of available members. This means you will be listed on the top and will be the preferred point of contact for anybody who wishes to get some clarity through chat support.

Step 3:

After you are done with these settings, hit the publish button and you are good to go!

  • Setting Availability When Offline

When you are offline, there are two ways you can set your settings.

Case1:

You can add a description text when you are offline. This lets your customer know that you are not online now, however, you will be back soon. You can use something as simple as ‘Sorry, we are unavailable right now. You can catch us online at XYZ time IST(this changes with your location)

Case 2:

The next alternative is to leave this space empty. When you leave this space empty, the widget does not show on your page, indicating that you are offline. The choice is yours. Choose your preferred settings as we move on to the next segment of this guide, page targeting.

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