How to setup Freshchat

This is an intro video to help you setup chat in Freshdesk

Hey there! I'm Smruti, a product manager at Freshdesk

and in this video, I'm going to walk you through how to set up a new Live Chat feature.

With this, you'll be able to engage more deeply with your website and app visitors

and provide them with real-time support.

In your Helpdesk admin, you will see a Freshchat icon that you can click

to take you to Chat Settings.

Here, you can customize your chat window,

set your default messages,

get your installation code, and so on.

In the first section, you can change your chat window's look and location on your web page.

You can choose your window color from a palette or type in the color of your choice.

I'm going to go ahead and do just that

and as you can see from the preview right next to it,

I've chosen a brick-red color to go with my website.

You can choose the position of the chat window

and an offset from the corner of the screen.

I'm going to leave these two settings as they are and move on to the next section.

Here, you can set the default messages you want your visitors to see

when you begin your chat, when you end your chat,

your chat headers, and so on.

We have place-holders set

but you can have your own customized messages.

For example, if you are in E-Commerce business,

you can welcome your visitors by say,

asking them what they are looking for today.

(types)

I'm going to change a couple more of these

(typing)

This would be my header when my chat window is active

(typing)

and this would be my thank you message.

Next, we move onto the pre-chat form.

Checking this will allow you to obtain more information from your visitors,

even before you begin your chat.

If you want to go a step further

and would like to recognize your customers

who are already logged in to your app or website,

and pass that information to Freshchat,

you can do so by using a login API

that's available in the Chat Solution articles.

You can also proactively initiate conversations with your visitors

when they spend more than a certain amount of time on a particular page.

I'm going to have these two unchecked for now

and save my chat settings.

Here you go!

You have your chat code snippet updated with all your customized settings.

You can then paste this on your website

and voilà: you have your live chat set up.

Your visitors can now chat with you

and you can start supporting them in real time.

If you have any questions or comments,

please email us at [e-mail]

or come to our website and start chatting with us.

Thank you.