Skip to main content

Click2Connect Product

You can use call, video call, and chat communication channels within a single widget.

F
Written by Filiz Kahrıman
Updated over 10 months ago

Purpose and Features

Click2Connect is a communication channel that allows your customers to connect with your call center via voice, video, or text, all within a single widget. It is operator-independent, device-independent, and does not require the installation of additional applications.

You can use communication channels individually or together, depending on your preference.

Benefits

  • Multi-Channel Usage: Provides flexibility for users to choose their preferred communication method by offering voice, video, and text channels through a single widget.

  • Operator-Independent Functionality: Allows users to communicate regardless of which operator they are using, eliminating any restrictions on communication channels.

  • Device-Independent Access: The widget can be used on any device with internet access, enabling users to communicate without needing to install additional applications.

  • Cost and Time Savings: Reduces setup costs and saves on operator fees. It also allows users to communicate instantly, saving time.

  • Flexible Working Hours Management: Businesses can manage customer service more effectively by setting specific working hours and holiday settings for different channels through the widget.

  • User-Friendly Interface: Offers easy access to all communication channels via a single widget, enhancing the user experience and providing more efficient customer service.

  • Personalized Customer Experience: Increases customer satisfaction by offering customizable communication options based on individual preferences.

Contents

1. Access


To access the 'Click2Connect' menu under the System Administrator and to perform actions such as editing, adding, deleting, testing, and scripting within the menu, the relevant permissions must be activated under Home > Access Control List > System Administrator Permission List.

You can access the 'Click2Connect' menu from the system administrator as follows:

Home > System Administrator > Click2Connect > Click2Connect

2. Sample Flow

1- The launcher becomes visible.

2- Communication details are collected from the end user.
The reporting of this information is as follows: The data is stored for the relevant channel based on the communication channel chosen by the end user.

3- When the privacy agreement is activated:
The end user cannot proceed to the homepage or initiate any communication without accepting the privacy agreement.

4- From the homepage, you can select which channel you wish to continue with.

5- After completing the communication through the selected channel, you can evaluate the service you received.
The evaluation results are recorded in the report of the channel through which the end user conducted the communication.

6- After the evaluation, the flow cycle is completed.


7- By clicking the "New Conversation" button, you are directed to the Communication Information page.

3. Liste Sayfası

On the List page, a list of Click2Connect widgets created in the system is displayed.

  • Search: You can search for your widget using the search field.

  • Widget Name: This column holds the name of the widget.

  • Status: This column shows whether the widget is active or inactive.

  • Creation Date: This column records the date and time when the widget was created.

  • Last Updated: This column holds the date and time of the most recent update made to the widget.

  • Widget Types: This column contains information about the channels activated in the widget.

  • New: You can create a new widget by clicking this button.

  • Refresh: You can refresh the page by clicking this button.

4. General Page

Widget Active/Inactive

  • This section is where the widget's active/inactive status is adjusted.

  • When the button is turned off, the widget will be hidden on any page where it was previously embedded.

  • When the button is turned on, the widget will become visible on any page where it was previously embedded.

  • When a new widget is created, the button is set to "on" by default.

Configuration

Widget Name: The name of the widget is defined here.

Language

  • This section is where the widget language is set.

  • Supported languages:

    • Turkish

    • English

  • Whichever language is selected for the widget, the default texts will be displayed to the end user in that language.

    • If the widget language is changed later, all default texts must be manually updated. (The pages where default texts are located will be explained under the respective page headings.)

  • All system messages on the end-user screen will appear in the selected language.

    • If the widget language is changed later, you do not need to modify any additional information.

Contact Options

  • From this section, you can select which communication methods will be visible on the widget's homepage.

  • Our available communication options:

    • Chat

    • Call

    • Video Call

    • Chat Apps

  • You can activate the communication options you want to use by toggling the button next to them.

  • Activating a channel from the Communication Options is not sufficient for it to function. To ensure the activated channel works, you must complete the relevant settings for the channel in the left menu. If the necessary settings are not made, you will receive a warning as shown in the image, and you will not be able to conduct a conversation through the channel.

    • ICR selection is mandatory for Chat.

    • Phone number and SBC input are mandatory for Calls.

    • Queue selection is mandatory for Video Calls.

    Only after these configurations are made will the channels be ready for use.

  • The settings page for communication methods that are not activated will appear as inactive.

  • You can use Call, Chat, Chat Applications, and Video Call channels within a single widget, tailored to your operational needs. Alternatively, you can use any of the channels individually.

5. Customization Page

The settings on this page will affect all activated channels.

Launcher

-Launcher Type
This is the area where the type of the widget launcher is selected. By default, "Icon & Text" will be selected.

Three options are provided:

  • Icon and Text: This option allows the use of both an icon and text simultaneously. (Only SVG format images can be used.)

  • Icon: This option allows only an icon to be defined. (Only SVG format images can be used.)

  • Custom Image: This option allows you to define any image you want. (Images can be in JPEG, JPG, or PNG formats.)

Any changes made will be dynamically reflected in the preview area on the right, showing the appearance of the launcher.

Visual Settings

-Launcher Position
This is the area where the position of the launcher on the site is configured. By default, "Align Right" will be selected. There are two options:

  • Align Right

  • Align Left

- Size
This is the area where the size of the launcher is configured. There are three options:

  • Small (48px Height)

  • Medium (56px Height)

  • Large (64px Height)

- Opacity
This is the area where the opacity of the launcher is configured.

- Icon/Image Settings
If the launcher type is Icon or Icon & Text, this is where the icon is selected.
If the launcher type is Custom Image, this is where the image is selected.

Color Options

This is an area where you can define how colors will appear throughout the widget. You can either create a color palette with 4 colors or select different colors for each section using the advanced options.

  • Basic
    With the basic color options, you select 4 colors related to your brand colors. All color rules are adjusted according to these 4 selected colors.

  • Advanced
    You can modify certain areas of the channels and launcher as desired. A color selected in the advanced options will override the color settings in the basic options.

The color selections configured in this area will affect all channels.

Branding

  • You can personalize your visible widget with your brand logo or a preferred icon when it is active.

  • Only SVG format images can be selected.

  • Communication Information: The logo is not displayed on this page.

Texts

This is the area where the default texts used within the widget are customized.

  • Homepage: This is where the texts displayed on the homepage for the end user can be revised. The page title, subtitle, and description texts can be customized.

  • Chat Applications: This is where the texts displayed on the Chat Applications page for the end user can be revised. The page title, subtitle, and description texts can be customized.

  • Call: This is where the title of the call window displayed to the end user can be revised.

  • Chat: This is where the title of the chat window displayed to the end user can be revised.

  • Video Call: This is where the title of the video call window displayed to the end user can be revised.

6. Forms Page

From this area, 4 features can be activated/deactivated:

  • Contact Information

  • Privacy Policy

  • Customer Rating

  • New Conversation Button

6.1. Communication Information

  • This setting is activated to allow the end user to enter their contact information.

  • The information collected from the end user includes Name, Email, and Phone Number. These details are reported in the reporting screens of the activated channel.

  • You can remove any information that is not useful for the operation directly from the form fields.

  • You can mark information that is not required as optional. Conversely, you can mark information that you require as mandatory.

  • You can collect contact information within the ICR flow and completely remove the contact form from the flow.

  • For the contact information, the last name in the "Name and Surname" field is optional. Therefore, you can request either "Full Name" or just "Name" on the end user screen, depending on your preference.

6.2. Privacy Policy

Before the conversation, you can add your own privacy agreement and start the conversation after obtaining the end users' consent.

If you do not wish to use the privacy policy feature, you can deactivate it.

6.3. Customer Rating

By enabling this option, you can send a survey to users after the conversation to evaluate their experience.

If you do not wish to receive feedback from end users, you can deactivate this feature.

Field Descriptions

  • Page Title: This is the title of the evaluation page.

  • Question: The area where the evaluation question is defined.

  • Add Question: You can define up to three questions.

  • Rating Type: You can select between two rating types: Emoji or Star.

  • Number of Options: There are three options: 5, 3, or 2. This is where you select how many points the evaluation will be based on.

  • Allow customers to leave comments on their ratings: This is where you configure the visibility of the comment field for the end user.

  • Show only in replied interactions: If enabled, the evaluation survey will be sent only for responded chats. This setting only affects the chat channel. For video and voice channels, the evaluation survey will be shown to the end user after all interactions, whether responded to or not.

7. Call

To configure the call channel settings, the "Call" channel must first be activated on the General page.


Settings on the Call page:

  • Opening Type: This is where you specify where the call will open. There are three options:

    • New Window: Opens the call in a new window.

    • New Tab: Opens the call in a new tab.

    • Within Widget: Opens the call within the widget.

  • Caller Number: This is where the number that customers will connect to is selected. You can also define a virtual number here.

  • SBC: You can configure this by obtaining the IP information from the project team.

8. Chat

Settings for the web chat channel are configured here.

To configure the chat channel settings, the "Chat" channel must first be activated on the General page.

Settings on the Chat page:

8.1. General

Configuration
The ICR selection is mandatory for the end user to initiate a chat.

Permissions

Permissions on the General page are divided into two categories:

  • Basic Permissions

  • Advanced Permissions

Basic Permissions

  • Allow the use of emojis: This permission enables or disables the use of emojis for both the end user and the agent.

  • Allow customers to send files: This permission controls whether end users can send files.

  • Allow agents to send files: This permission controls whether agents can send files.

Advanced Permissions

  • Allow the use of Speech to Text: This permission enables or disables the use of Speech to Text for the end user.

  • Allow agents to view customer information: This permission controls whether agents can view the end user's Name, Email, and Phone Number.

  • Allow notification sound on the customer side: Each time the agent sends a message, the end user will receive a notification sound.

  • Show completed chats on the agent screen: This permission controls whether completed chats will be visible on the agent's screen after the end user ends the chat.

  • Allow AI suggestions: This permission controls whether agents can use the AI suggestions feature.

8.2. Automated Messages
These are the automated messages sent by the system. The messages are as follows:

  • System Nickname: This is where the sender name for the messages sent by the system is defined.

  • Waiting Message: The message sent when the end user enters the queue.

  • Greeting Message: The message sent when the chat is accepted.

  • Transfer Message: The message sent to the end user when the chat is transferred.

  • Agent Left Message: The message sent to the end user when the agent leaves the chat.

  • Closing Message: The message sent when the chat is closed.

  • Automatic Close Message: If you want to use the automatic closure feature, you must first activate the "Automatically close the chat when customers are inactive" button.

Automatic Close Settings

  • ...Warn customer after seconds: When the time entered in this field expires, the defined "Warning message" is sent to the end user.

  • ...Close chat after seconds: When the time entered in this field expires, the chat is automatically closed, and if defined, the closure message is sent to the end user.

-Messages we have defined by default will be sent according to the language selected on the General page.

-You can optionally revise these messages.

-You can deactivate any automated messages you do not wish to use.

8.3. Template Messages

On this page, you can view the template messages assigned to this widget.

To remove a template message from the widget, delete a template message entirely, edit a template message, or add a new template message, go to the "General Template Messages" menu. You can also access the relevant menu by pressing the "Edit Template Messages" button.

Note:

Users who do not have permission to view the Template Messages Menu in the Access Control List will not be able to access this tab or the "General Template Messages" menu.

To grant access, the "Chat > Template Messages Menu" permission must be assigned under Access Control List > System Administrator Permission List.

8.4. Custom Fields
Custom fields are used to display specific parameters to agents via variables.
If agents are given the authority to edit custom fields, any changes made will be recorded in the reports as the new value of the variable.

8.5. Subject Tag
Before the chat starts, the end user is asked to select the subject they are contacting about.
This field is optional for the end user. If you want to make it mandatory for them to select a subject, enable the "Make Mandatory" toggle.

8.6. Automation
These are the settings for automatically starting the chat conversation.
For customers using the automatic chat initiation feature, we recommend using only the chat channel in the widget.

8.7. Chat Transcript

This feature is used if you want to send the chat history to the email address entered by the end user in the chat form.

  • If "Never" is selected, the chat history will not be sent to the end users.

  • If "Ask Customer" is selected, sending the chat history will be left to the customer's discretion.

  • If "Always" is selected, the chat history will be sent to all end users who have entered a valid email address.

Transcript Logo:
This is where the logo that appears in the email content is defined.

Transcript Settings

  • Email Subject: This is where the subject of the email is defined.

  • Content Title: This is where the title of the email content is defined.

  • Agent: This is where the sender name for agent messages is defined.

  • Support Email: This is where the email address is defined to which replies from the end user will be sent.

8.8. Integrations

  • You can enable Google Analytics from this area.

  • To use the translation feature on the Agent's screen, you can enable the "Google Cloud Translate API."

9. Video Call

To configure the video call channel settings, the "Video Call" channel must first be activated on the General page.

Settings on the Video Call page:

  • Select a queue: Choose which queue you want to handle your calls from.

10. Chat Applications

Chat Applications allow you to direct end users to other chat services you offer, aside from web chat. By defining a redirect link, you enable end users to reach you through their preferred communication channel.

Note: Chat Applications should not be confused with integrations. Chat Applications only provide redirection to channels where integration has already been completed.

To configure the Chat Applications settings, the "Chat Applications" option must first be activated on the General page.

Chat Applications Settings:

Uygulama Seçin : Bu alandan aktif olarak hizmet verdiğiniz kanallarınızı seçebilirsiniz.

Sunulan uygulamalar ; WhatsApp, Messenger, Instagram, Telegram, Viber
Yönlendirme Bağlantısı : Seçtiğiniz chat uygulamasının yönlendirme bağlantısını giriniz.

11. Working Hours

You can set the working hours for the channels you have activated on the widget.

If no configuration is made, each channel will operate 24/7.

If you are using multiple channels in a single widget, you can set separate working hours for each one.

You can set working hours for weekdays, weekends, or specific days of the week.

For special days (such as public holidays or situations where the system needs to be shut down or activated), you can set the system to Online/Offline for specific dates using the "special dates" field.


We wish your operation benefits from this new release and look forward to hearing your feedback!

Did this answer your question?