This article provides an overview of the Chat dashboard and navigation menu, which allows agents to configure their Chat settings, view relevant information, and access the Chat window.
This article includes the following sections:
Overview of the Chat dashboard
- The sidebar menu, the area down the left side of the interface, with navigation buttons to major features.
- The main window, where the page or feature selected in the sidebar is displayed.
The sidebar menu
The sidebar menu runs down the left side of the Chat dashboard. It includes a number of options and icons to navigate you to major feature areas, or configure settings. Clicking a menu icon or option opens the related page in the dashboard's main window.
|The Chat icon at the top of the sidebar displays the copyright information related to your Chat installation.
|The Availability menu displays your current availability setting, and allows you to change your availability. See Configuring your chat availability settings for more information.
|The Home icon displays an analytics overview, as well as links to commonly-used sections.
|The Visitors icon displays the Visitors activity page, which shows real-time information on current visitors to your site. See Browsing your site's visitors for more information.
|The History icon displays details about your visitors and chats. See Browsing past chats in History for more information.
|The Analytics icon displays a reports on your chat and agent activity. See Monitoring chat activity with analytics for more information.
|The Monitor icon displays real-time metrics about chat volume, agent performance, and visitor experience. See Monitoring real-time chat metrics for more information.
|The Settings icon expands to display a number of menu
options related to your Chat settings:
|The Team icon expands to display your options for viewing team information. Agents are likely limited to viewing which agents and departments are signed in to Chat.
|The Serve chat button displays the Chat window when a chat is in the queue. See Serving chats in the Chat dashboard for more information.