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Live Chat (Chat)
Answer every inquiry from every channel in one inbox.
41 articles in this collection
Written by
Jonny Richardson
and
Jonny Urquhart
🍿 Overview
GeckoChat overview
Read time: < 1 minute | Get hands-on with GeckoChat in this short introduction.
Written by
Jonny Richardson
Updated over a week ago
👩💼 Getting Started - Administrators
Managing your GeckoChat account with your CRM Integration
Read time: < 4 minutes | Part One: Easily govern the relationship between your CRM and custom fields in GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Creating channels and adding agents
Read time: 3 minutes | Part two: Add fully functional chat channels and create teams to share the workload!
Written by
Jonny Richardson
Updated over a week ago
Workflows, tags and saved replies
Read time: 3 minutes | Part three: Save time and effort by fully automating your processes.
Written by
Jonny Richardson
Updated over a week ago
Stats and Chat performance review
Read time: 1 minute | Part four: Ensure your team are getting the most out of GeckoChat with out-of-the-box analytics.
Written by
Jonny Richardson
Updated over a week ago
👩💻 Getting Started - Agents
Getting to grips with GeckoChat
Read time: < 4 minutes | Part one: Set-up your account and learn to find your way around GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Conversation management
Read time: 6 minutes | Part two: Master the art of conversation (management) within GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Going mobile with the GeckoChat app
Read time: 2 minutes | Part three: All the help you'll ever need to answer questions on the go with the GeckoChat app for iOS & Android.
Written by
Jonny Richardson
Updated over a week ago
💡 Advanced Knowledge
Saved Custom Filters
Read time: < 2 minutes | Create a filter. Save it. Pin it for easy use.
Written by
Jonny Urquhart
Updated over a week ago
Setting up an Instagram channel
Read time: < 1 minute | Integrate your Instagram page with GeckoChat.
Written by
Jonny Urquhart
Updated over a week ago
Live chat: Set up
Watch time: 14 mins | 👋 Part one: Teams, Agents and Workflow setup.
Written by
Jonny Richardson
Updated over a week ago
Live chat: Going live!
Watch time: 15 mins | 🎙 Part two: Responding, Assigning, Composing.
Written by
Jonny Richardson
Updated over a week ago
Use bot suggestions
Read time: 1 minute | Let your agents answer questions faster by using bot answers.
Written by
Jonny Richardson
Updated over a week ago
Conversation Export - GeckoChat/Bot
Read time: < 2 minutes | Easily pull all the information you need to track touch points with students.
Written by
Jonny Urquhart
Updated over a week ago
Chat widget triggers
Read time: 6 minutes | Launch, close, hide, show, send messages and assign using triggers.
Written by
Jonny Richardson
Updated over a week ago
Chat widget location
Read time: < 2 minutes | Change where your Chat widget appears on your webpage with some simple code.
Written by
Jonny Richardson
Updated over a week ago
Rich text messaging in Chat
Read time: 2 minutes | Use lists, inline images, hyperlinks and more within your message composer in Chat.
Written by
Jonny Richardson
Updated over a week ago
Conversation management
Read time: 3 minutes | Manage, assign and collect information during conversations within GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Managing contacts
Read time: 1 minute | Search, manage and view contacts with ease.
Written by
Jonny Richardson
Updated over a week ago
Managing your Chat agents & their permissions
Read time: 2 minutes | Create swim-lanes for your Agents, Supervisors and Admins.
Written by
Jonny Richardson
Updated over a week ago
Start conversation in GeckoChat workflow
Read time: < 1 minute | Students fills in your form. You start a 1-to-1 conversation with the student. Simple!
Written by
Jonny Richardson
Updated over a week ago
Pre-chat workflows
Read time: 3 minutes | Pick what your live-chat channel does before the conversation is started.
Written by
Jonny Richardson
Updated over a week ago
Workflows in GeckoChat
Read time: 1 minute | Let GeckoChat do the work for you when the conversation is started.
Written by
Jonny Richardson
Updated over a week ago
Post-chat workflows
Read time: < 2 minutes | Get the most out of workflows that trigger after the conversation is closed.
Written by
Jonny Richardson
Updated over a week ago
Parse URL values into GeckoChat via the Live-Chat channel
Read time: < 2 minutes | Make use of a simple bit of code to send info to custom fields with values in your URL.
Written by
Jonny Richardson
Updated over a week ago
How can I initiate a conversation on WhatsApp?
Read time: 2 minutes | Be proactive and start conversations on WhatsApp.
Written by
Jonny Richardson
Updated over a week ago
WhatsApp Customer Care Window
Read Time: 1 Minute | WhatsApp's 24 hour response time window.
Written by
Jonny Richardson
Updated over a week ago
Setting up channels
Read time: < 1 minute | How to create multiple channels for your agents to start taking enquiries on.
Written by
Jonny Richardson
Updated over a week ago
Setting up Live Chat channels
Read time: 2 minutes | Configure, embed and customise your Live Chat channels in seconds.
Written by
Jonny Richardson
Updated over a week ago
Setting up Facebook channels
Read time: < 1 minute | Integrate your Facebook page with GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Setting up SMS channels
Read time: < 1 minute | Send and receive text messages in GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Setting up a WhatsApp channel
WhatsApp comes to GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Setting up Twitter channels
Read time: < 1 minute | Link your Twitter account to GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Setting up Email channels
Read time: 2 minutes | Quickly and easily send and receive emails in GeckoChat.
Written by
Jonny Richardson
Updated over a week ago
Custom contact fields
Read time: 2 minutes | Customise the information your agents can collect.
Written by
Jonny Richardson
Updated over a week ago
Setting up tags
Read time: < 1 minute | Tags allow you to easily filter and find contacts in your system.
Written by
Jonny Richardson
Updated over a week ago
⚙️ Integrations
Integrating GeckoChat with Salesforce
Read time: < 1 minute | Create contacts within Salesforce's Leads module.
Written by
Jonny Richardson
Updated over a week ago
Integrating GeckoChat with Radius
Read time: 1 minute | Sync your conversations with students directly to Radius.
Written by
Jonny Richardson
Updated over a week ago
Integrating GeckoChat with Connect
Read time: 1 minute | Integrate contacts, conversations and more with Connect.
Written by
Jonny Richardson
Updated over a week ago
Integrating GeckoChat with GeckoEngage
Read time: < 1 minute | Open the door to powerful synergies by linking your Chat and Engage accounts.
Written by
Jonny Richardson
Updated over a week ago
Integrating GeckoChat with Dynamics 365
Read time: 5 minutes | Feed contact data directly into your Dynamics account.
Written by
Jonny Richardson
Updated over a week ago