To access the Client Options choose the following:
or click on the Options tab
The Client options consists of a number of tabs:
DNS Name
Enter the DNS name of the ParaChat LiveHelp Server which you are connecting to. This will have been specified in your setup email and should not be changed.
Port Number
The port number that you are connecting on. This defaults to 8011 and again should not be changed.
Authentication String
When the Client connects to the ParaChat LiveHelp Server the server will ask for authentication. This string will have been specified in your setup email. When you enter the Authentication String, it should be in all CAPITOL LETTERS.
Email Address
Enter the email address selected when you placed your ParaChat LiveHelp order. This will have been specified in your setup email and should not be changed.
Password
Enter the password you selected when you placed your ParaChat LiveHelp order. This will have been specified in your setup email and should not be changed.
Display Name
Enter your name as it will appear to other agents and to chatting visitors. You can change this as often as required but you must ensure that all agents monitoring the same domain have different display names.
Department
Enter your department or leave blank if you are not using department specific chat or if you want to receive chat requests from all departments.
Hide On Start Up
Check this option if you want the Client to automatically minimize to the System Tray when it starts.
Ask For Confirmation On Exit
Check this option if you want the Client to ask 'Are you sure you want to close the Client?' when you click the X button to close.
Mark Me as Busy when I’m chatting to .. visitors at once
When you are chatting to visitors it can be difficult to concentrate on more than 2 or 3 conversations at once. Use this setting to make the Client set your status to ‘Busy’ when you are chatting to the specified number of visitors. You won’t receive any more chat requests whilst you are marked as busy. The Client will automatically set your status to ‘On-line’ when you close a chat session.
Mark me as Away if I’m inactive for .. minutes
The Client can automatically set your status to ‘Away’ if you don’t move your mouse within the number of minutes specified. Your status will be automatically set to ‘On-line’ as soon as you move your mouse.
Automatically Log Off If Inactive for .. minutes
The Client can automatically disconnect you from the LiveHelp Server if you don't move your mouse within the number of minutes specified. This will free up a client license allowing another Client to login.
Default Message When Starting A New Chat
This string will be entered into you chat panel when you open a new chat session. It's not sent to the visitor until you press Enter.
You can use the following replacement strings:
%NAME% - visitors name
%MYNAME% - your name
%MYDEPT% - your department
%GREETING% - Good Morning, Good Afternoon, or Good Evening depending on the time of day
%TIME% - the current time (at your location)
Note: You can also specify a site-specific default message on the Site Properties - Chat tab.
This tab allows you to configure the way popup messages are displayed. You can change between MSN messenger style and Outlook XP style. Click the Test button to try your selection.
You can enable or disable the built-in spell checker and the check-as-you-type spell checker that's used whilst you are chatting. You can also change the dictionary.
The Canned Responses tab allows you to setup pre-set chat responses to save typing.
You can create any number of Subjects. Each subject can contain any number of Responses. Whilst chatting you can click the Canned Responses button to select pre-set responses from Subject sub-menus.
Note: You can also add to the Canned Responses lists whilst you are chatting. If you have entered a response that you think you may use again, simply click the Canned Responses button and select Add Text from the relevant Subject sub-menu.
This tab enables you to activate and configure the CRM Integration. Currently ParaChat LiveHelp is able to integrate withe Microsoft Dynamics CRM 4 and higher.
Enable CRM Integration
Check this option to enable CRM Integration.
CRM Type
Select the type of CRM system that you are using from this drop down list.
Configure CRM Integration
Click this button to configure the CRM Integration. You must do this before the CRM Integration will be active.