Setup Instructions & Quick Start Guide

Activa Live Chat Support » Miscellaneous » How To

Article ID: 44 | Last Modified: 07/29/2009

In general, there are just a few things that need to be done to get up and running with Activa Live Chat. This information has also been e-mailed to the individual who signed up for this account (the Account Owner).

Get Setup in Minutes

While there are nearly limitless customizations and options, you can get started quickly and easily with Activa Live Chat in a few short minutes:

1. Sign In to the Account Dashboard: Use the Account Dashboard to setup and securely manage your Activa Live Chat subscription and licenses. An administrator account is needed to sign in to the Account Dashboard (the Account Owner has the primary administrator account). Setup as many Super Administrator and Sub Administrator Accounts as needed to help with setup, management and administration. Sign in to the Account Dashboard »
2. Create a Deployment: A Deployment is the main activating code needed to make Activa Live Chat work. Go to "Deployments", click the "Create New Deployment" button, and then follow the simple steps. You will be provided with Deployment Code that must be copied and pasted into your Website's HTML - please make sure the Deployment Code is placed where required (directly above the closing </body> tag and after/outside all HTML elements).
   
   IMPORTANT NOTE: Deployment Code does not produce a live chat button (see Step 4), but it must be inserted into every page (normally within a 'footer' include) where you want live chat to work.
3. Create a Department and an Operator Account: Next you'll create a live chat Department and a live chat Operator Account within that department. Go to the "Departments & Operators" section and click the "Create New Department" button. Follow the steps to setup your first department. After the department is created, click the "Add New Operator" link to setup a new operator account. Operator accounts are used to sign in to the Operator Console (see below) to monitor and interact with visitors via live chat.
4. Create a Chat Button or Link: If you want to have a button or link on your Website that visitors can click to request a chat, go to the "Buttons & Links" section and click the "Create New Button/Link" button. Once you've finished and saved the new button/link, you'll be presented with Button Code. Copy and paste the Button Code into your Website wherever you want the button or link to appear. When your operators are available in the Operator Console, the button will display its 'online' status, and when your operators are signed out, the button will display it's 'offline' status automatically.
5. Create a Proactive Invitation: To proactively invite a visitor to chat, just setup a Proactive Invite. Go to the "Proactive & Auto Invites" section and click the "Create New Proactive or Auto Invite" button. Be sure to select "Proactive" in the step titled "Type and Label" (you can choose to setup an Automated Invite later on your own). Complete the steps and save the invite (you do not have to add any further code to your Website for invites to work).
6. Sign In to the Operator Console: Using the operator account you created in Step 3, sign in to the Operator Console (see next section) where you can monitor your visitors, answer chat requests and invite visitors to chat, etc. NOTE: Only operator accounts can sign in to the Operator Console (administrator accounts are used only for signing in to the Account Dashboard).

THAT'S IT!
There are other sections and features you'll want to explore and experiment with on your own, but for now you have a good setup of Activa Live Chat with which to start working. Also, be sure to try:

• Multiple Deployments for other Websites or Segmenting Traffic
• Additional Departments & Operators
• Different Buttons & Links
• Multiple Proactive Invites
• Automated Invites based on Intelligence Rules
• Forms & Surveys
• Canned Messages
• Identifiers & Blocks
• More Super Administrators or Sub Administrators

About the Operator Console

The Operator Console (learn more about the Operator Console) is used by operators to monitor and interact with visitors online.

Only Activa Live Chat's Operator Console is available in both a Desktop version and a browser-based Webtop version - providing full parity for Windows, Mac and Linux customers.

Access and Sign In to the Operator Console

Choose which Operator Console you would like to use. You can switch between either at any time.

• Operator Console Desktop version (software install): Click the "Download" link located at the top of every page on the Activa Live Chat Website, or go to: http://www.activalive.com/opcon-desktop
• Operator Console Webtop version (browser-based / no software): Click the "Launch Operator Console" link located at the top of every page on the Activa Live Chat Website, or go to: http://www.activalive.com/operator

NOTE: The Operator Console requires an Operator Account to sign in (please see Step 3 above). You cannot sign in to the Operator Console with an administrator account.

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