Account settings

Access the Account Settings Panel from the Administration menu item in the top menu bar.

Here you can set;

- Chat Center and

- Pay as You Go billing related settings

- Set the email address where the chat transcripts are auto-emailed

In this topic:

  Overview

  Elements

Overview

Set your email address where you want to receive automatic chat transcripts of all chat sessions happening on the account.

Note: If your account is connected to a Chat Center who do live chat on your website on your behalf, you can limit your monthly chat budget here as well as you can ban the Chat Center from taking live chat sessions on your behalf.

Also set the time frame on when the unanswered chat requests get auto-routed to the Chat Center. This is recommended as you do not want to let ive chat requests go unanswered.

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Elements

The following emements make up the Settings menu;

Billing e-mail text box

Enter the email address where you want to receive billing related emails from the system.

These are:

When you use the monthy chat budget feature of the system - Promptchat will send you account related emai reminders such as:

- when you reach 50% of your budget

- when you reach 90% of your budget

- when you reach 100% of your budget

Note: If you do not use the chat budget feature, you can leave this field blank.

Also, note that the chat budget feature is calendar month based.

Chat e-mail text box

Enter the email address where you want to receive all chat transcripts.

Budget check box

Check the box if you wish to limit the chat activity by entering a cap on it.

This relates to using an external Chat Center - if you do not use such external Chat Center, feel free to leave this field empty.

Budget text box

Enter the budget you wish to assign to monthly chat activity. This relates to using an external Chat Center.

Force categorication check box

Check this box if you want to force all your chat operators to categorize every chat session once they are finished with a chat.

RECOMMENDED!

Ban chat centre check box

Check this box if you want to ban a Chat Center (Should you have one) to work on your account.

Chat centre chat price

Here is the price your Chat Center takes care of chat sessions for you.

Chat price

This is the price you pay per chat when you do the chatting yourself.

Save button

Click Save to save the changes you made to these settings.

Cancel button

Click Cancel to delete the changes you made to these settings.

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