How to set up WSChat – WordPress Live Chat Plugin?

This article explains the step-by-step tutorial to set up WSChat – WordPress Live Chat Plugin. For more information on the plugin, refer to the product page.

Overview

Here are some of the major highlights of this plugin:

  • Instant chat with Customer support: Live chat interface on your WordPress website that allows your visitors to start conversion regarding your product/service.
  • Start conversation from Agent’s side: You can view details about the currently active users and can start a conversation from your (agent’s) side.
  • Unlimited agent profiles: You can create unlimited agent profiles for your customer support team.
  • Customize the chat widget: You can customize the chat widget based on your website theme. You can change the background color, text color, chat region color and so on.
  • Easy integration with WSDesk: If you use our WordPress helpdesk plugin, WSDesk, you can easily import agents for it and use the same agents for WSChat as well.

Getting started with WSChat

Read an article to know how to complete the checkout process on ELEX. You can also read how to download, install, activate ELEX plugins.

To access the plugin settings go to WordPress Sidebar menu > WSChat.

Replying to Active Chats

Go to WSChat > Live Chat > Click on the Active Chats tab.

An active chat lasts as long as the customer’s session on your website.

Here’s how a live chat conversation happens in WSChat:

  • A user starts a conversation in the chat widget on your website.
Set up WSChat - WordPress Live Chat Plugin | Chat Widget

Chat Widget on the website

  • Agents are notified with a sound notification whenever a new chat arrives. All the conversation can be seen in the Active Chats section.
  • An agent can click on the desired chat and reply to the conversation.

A sample Active Chat setup is shown in the screenshot below.

Set up WSChat - WordPress Live Chat Plugin | Agent reply in Active Chat

Agent reply in Active Chat

You can notice that some random unique code is given for some users in the active chats. These are users that are not logged into your website, in other words, the unregistered users of your website. Although this type of code is also given for registered users as well, they are replaced with respective usernames given on your website. The only purpose of this unique code is to identify each user on your website.

Viewing Chat History

Go to WSChat > Live Chat > Click on the Chat History tab.

All conversations can be seen in the Chat History tab. You view previous chats and reply them as required.

Set up WSChat - WordPress Live Chat Plugin | Viewing Chat History

Viewing Chat History

Initiating a chat with Live visitors

Go to WSChat > Active Visitors.

WSChat allows you to view live visitors’ information on your website and initiate a chat with them. This allows you to help with their concerns beforehand and is a good approach for pre-sales queries.

Set up WSChat - WordPress Live Chat Plugin | Active visitors

Active (or Live) visitors on the website

The plugin shows live visitor information like –

  • Username
  • The IP address
  • The URL of the page on which the user is currently active
  • The logos of the user operating system and browser.
  • The total uptime.

To initiate a chat, click on the desired username. A new tab opens with the chat interface, where you can initiate your conversation with the user. A sample setup is as shown in the screenshot below.

Set up WSChat - WordPress Live Chat Plugin | Agent-initiated Chat

Agent-initiated Chat

Customizing Widget Appearance

Go to WSChat > Settings > Click on the Widget Appearance tab.

If you wish to customize the chat interface based on your requirement, the plugin provides some handy settings for this.

Set up WSChat - WordPress Live Chat Plugin | Widget Appearance settings

Widget Appearance settings

You can customize the following widget entities:

  • Header Background
  • Header Text
  • Chat Background
  • Agent Message Background
  • Agent Message Text
  • Visitor Message Background
  • Visitor Message Text
  • Reply Area Background
  • Marketing Content Text
  • Submit and Attachment Button’s Color

Here’s a layout of the above entities in the chat widget.

Set up WSChat - WordPress Live Chat Plugin | Chat Widget Layout

Chat Widget Layout

Creating Agent Profiles

Go to WSChat > Settings > Click on the Agents tab.

Click on Add Agents button on the top right corner to reveal further settings. You can create a new WordPress user by ticking the Create New User checkbox or select an existing WordPress user of your website from the drop-down list.

Set up WSChat - WordPress Live Chat Plugin | Add agent profiles

Add agent profiles

WSChat allows you to create any number of user profiles. You can click on the Remove button of the respective agent to delete the agent profile. One important point to remember is that a WordPress administrator cannot remove another administrator profile from WSChat.

Integrating with WSDesk

If you handle your customer helpdesk with our WSDesk plugin, you can easily import the agent profiles from WSDesk to WSChat. This integration will be an advantage when you have same customer support agents working on both WSDesk and WSChat.

When WSDesk is installed on your WordPress site, a new feature to import appears in the WSChat Agent’s tab, as shown in the below screenshot.

Set up WSChat - WordPress Live Chat Plugin | Add WSDesk Agents

Add WSDesk Agents

Click on Import WSDesk Agents button to start importing agents from WSDesk.

This should help you get started!

 


To explore more details about the plugin, go check out WSChat – WordPress Live Chat Plugin.

check out the product documentation section for more related articles.

You can also check out other WooCommerce and WordPress plugins in ELEX.

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