How can I manually invite a visitor to chat?

March 10th, 2018 | Monitor & Chat

You can manually invite a visitor to chat in the Agent Console window.

Step by Step Instructions

  1. Log in Agent Console from web app or via desktop app.
  2. Select a visitor in the Visitor List then click Invite.
    Click Invite from Agent Chat Console
  3. You can personalize the greeting message showing on the invitation.
    Customize Invitation Message
  4. Click OK.

An invitation button shows up on the visitor side screen (the page where the visitor is navigating). After the visitor accepts the invitation, you can chat with him.

Sample Invitation Show on Visitor Screen

Video Tutorial: Proactively Invite Visitors to Chat