New to the Portal and wanting to get setup quick? Or wanting to learn how to best manage an existing Portal? You're in the right place!
Initial setup
Here are some helpful things to know if you're new to Gecko or want to get to grips with some core functionality like making new users, managing integrations, or sending messages from Gecko.
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Portal training | |
Contact fields | |
Events | |
Forms | |
Landing pages |
Day-to-day management
Here are some handy articles for managing your account daily.
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Menu items | |
Conditions | |
Tasks and objectives | |
Engagement score | |
Filtering / Searching |
FAQs
Some common issues people run into when setting up their portal. Don't see the answer to your question? Reach out to us for support. Have a question in mind that isn't listed? Drop us a line here!
🔎 Q: Why is my Call agents page blank?
If you've added a Call agents section to your portal but are finding the page is either not visible or blank when clicked, it's highly likely that you've forgotten one of the three steps, below:
Agent team ID - Log in to Gecko Chat. Head to Agents > Teams and click the team name you intend to use. Copy the ID underneath the team name (it'll look a little like this -
7eb5cec0-XXXX-47Dg-3z0f-6646ba082325) and, back on Engage, in the Chat agents item builder, paste the ID into the Agent team ID field.Agent Profiles - Log in to Gecko Chat and go to the Agents page once more. Find an agent who is part of your chosen team (see above). Click the agent name > Edit Agent Details and toggle Visible on Portal to 'on'.
Widget ID - Lastly, tell Gecko which live-chat widget should be used in the portal. In Chat, head to Settings > Channels and click the live-chat channel you'd like. Copy the
account_idvalue. Back in Engage, head to Settings > Portal Settings, and, in the top-left corner, navigate to the Settings tab. Paste your copied account_id value into the Gecko Chat - Widget ID field and click Save.
Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.