Organized Help Documentation organized by app screen
If you'd like to automatically greet visitors on your website with custom live chat messages, you can create a FuseDesk Automation to do just that! Head on over to Automations under Settings and click to Add New. Select "A visitor is on your site" as the When, enter a Name for your Automation and then click Keep Reading...
If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM Keep Reading...
Snippets in FuseDesk allow you to quickly re-use pieces of text in chats, emails, and notes. While an Email Template or Note Template provides a complete email or note respectively, snippets are used for shorter pieces of text, for example, a commonly used URL/link, greeting, or email/chat sign off. Creating a New Snippet To create Keep Reading...
Inserting an emoji into a FuseDesk chat can be done by clicking on the smiley face emoji icon. By default we'll show you your most recently used emojis but you can also page through to other categories of emojis. Your customers can always send you emojis regardless of what platform they're on, be it FuseDesk Keep Reading...
FuseDesk's native Live Chat for Keap and Infusionsoft allows you to easily set live chat availability for when you want Live Chat to be online on your site. To set what hours you'd like Live Chat to be available on your site, head into your Chat Settings and create or edit a chat widget. Within Keep Reading...
FuseDesk Live Chat is built for desktop, tablet, and even mobile and works beautifully regardless of platform. In your Live Chat Settings, you can choose to show just an icon on mobile instead of your live chat title text and you can choose how you'd like to align the chat icon or chat widget. You Keep Reading...
All of the text that your website visitors see in FuseDesk's Live Chat can be customized. In your Live Chat Settings, head down to Customize Text and edit any of the strings shown. This allows you, for example, to configure Live Chat in a different language, or to better represent your brand, style, and language. Keep Reading...
You can configure FuseDesk Live Chat to prompt a visitor for their name and email before they chat, after they write their first message, or not at all. To change this preference, head into your Live Chat Settings and under User Identity, choose the option that you'd like. Regardless of your setting, if your website Keep Reading...
If nobody on your team is available to handle a live chat on your website, FuseDesk can instead take a message and create a case for your team to follow up. To configure offline messages, head into your Live Chat Settings, and under Offline Chat, choose the option to Let Visitors Create a Case. Everything Keep Reading...
FuseDesk Chat Messages may be able to show you the delivery status of a message, i.e. if it was sent, delivered, or encountered an error during delivery. Delivery Status is only supported by some platforms and if we have delivery data, we'll show it to you in the chat view. While a message is sending Keep Reading...
