Add and Configure

Step 1: Go to the Settings → Inboxes → “Add Inbox” button to access the Inboxes page.

Step 2: Select the “Website” icon.

Step 3: Fill in your website name, URL, and other details as explained below.

Field Name
Value
Remarks

Website Name

Enter Name of your Website

eg: Example Inc.

Website Domain

Enter the link to your Website

eg: www.example.com

Widget Color

Select the color by clicking the pallet

Welcome Heading

Give a Greeting with which you would like to address the customer

eg: Welcome !

Welcome Tagline

Give a Tagline representing your company

eg: Welcome to Example ! We are at your service 24x7

Enable Channel Greeting

Select Enabled or Disabled

Enable to Send Greeting message when customer starts conversation

Channel Greeting Message

Give a greeting with which you would like to start the conversation

eg: Hi. How can we help you?

After entering all the details, click on “Create Inbox” Button.

Step 4: “Add agents” to your website inbox.

The agents who are associated with the inbox will receive the conversations. You need to add yourself as an agent to the Inbox to view the Inbox on your screen, even if you are an Administrator.

Choose the Agents from the drop-down and click on Add agents. If you have not added any agents, follow the steps to add them.

Step 5: Congratulations! You have created a website inbox successfully. Now, you need to add the widget to your website.

Copy and paste the code snippet that is displayed on the page to your website and start helping your customers. You can click Copy button to copy and then paste in the root file of your website.

If you click on the 'More' settings Button, you will go to the Additional Settings for Inbox. If you click on the 'Take me there' button, you will go to the newly created Inbox directly.

Step 6: Update Agents and Additional Settings

  • If you want to update the agents who have access to the inbox, go to Settings → Inboxes.

  • You can also access additional settings such as Collaborators, Business Hours, Pre Chat Form, Configuration, and Widget Builder tabs to further customize your website channel.

Additional Features

  • Business Hours Tab: Set the working hours of your team.

  • Pre Chat Form Tab: Collect information about your customers as soon as they enter your live chat window/website widget.

Field Name
Value
Remarks

Enable pre chat form

Select Yes or No

Yes if you want to use the prechat form. No if you do not want to

Pre Chat Message

Give a message to start a conversation with the customer

Hi, We need some information to serve you better

Visitors should provide their name and email address before starting the chat

Tick on the check box if you need the name and email address mandatorily

This will help us maintain our contact list better

Click on the Update button. Pre Chat Form is enabled now.

  • Configuration Tab: Find the code snippet to be copied to the website.

  • Widget Builder Tab: Customize your web widget with simple settings.

Next Steps

Find the detailed steps to configure other channels in Neo, such as:

  • Facebook messenger channel

  • Instagram channel

  • Twitter channel

  • WhatsApp channel

  • SMS channel

  • Email channel

  • Connect a channel using API

  • Telegram channel

  • Line channel

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