User Guide

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Channel Talk Plug-in Settings

Customize the Channel.io plug-in to seamlessly integrate with your website or showcase your brand personality through a personalized plug-in design.

If you want to further secure your channel, you can add plugins to your channel and customize your channel button.

  • You can set your default plugin used by your channel through the [Set as default plugin] This is the default plugin for the workflow and my Channel Talk plugin link.

  • If the same contact data operate for multiple sites, the multi-plugin is best to set up.

  • You can set up the plugin on multiple sites by using each plugin’s individual plug-in key.

Under these settings, you can retrieve the plug-in key and script.

  • You can change the default chat button to 19 different options and also set a theme color you want for the button.

  • If the background color of the button is dark, the icon will appear white, and if the background color is light, the icon color will appear dark.

If you want to replace the default chat button with an image that reflects the personality of your brand, you can upload a customized image to use.

  • Formats: png, jpg, gif

    • For PNG files without a background, the background color is applied to the background.

  • Recommended size: at least 180x180px, 1:1 ratio only

    • Buttons are automatically resized to 56px on web browsers and 44px for mobile browsers.

  • The image applies to both web and mobile buttons.

  • For PNG files without a background, the button background color will be applied the same as the theme color.

  • If you use mobile SDKs for native apps, you need separate script changes to customize chat buttons.

Usage references

If you'd like to customize something other than the default Channel Talk buttons, but aren't sure how to go about it, take a look at some of the best examples of button customization.

No change will be applied if you’re already using a custom image that doesn't fit the new requirements, but you won’t be able to change back to the old image once a new image has been uploaded.

If you want a more detailed notification for when the customer first lands on your page, you can configure the label button which is a long rectangular box at the bottom of the page. The character range is 4-30.

Up to 2 managers’ profile icons are shown in the label button(only for desktop web browsers).

  • You can set how to display the channel lounge theme screen when the customer clicks the chat widget to start the conversation.

  • You have the option to choose [Light], [Dark], or [System] mode. If you choose system mode, it will follow the customer's system (browser) settings.

  • If it is a self-developed site, you can use the API to select a theme that takes precedence over the channel setting.

You can set up the desktop version of your channel button separately from the mobile version.

Option

Description

Position

You can change the plug-in location to appear on the left or right side of the screen.

Adjust the margins

You can adjust the plug-in location in vertical and horizontal directions (within certain limits)

You can adjust the plug-in location on the mobile version.

Option

Description

Mobile Option

You can hide the channel plug-in on the mobile version.

Position

Just as on the desktop version, you can determine whether the channel button appears on the left or right side of the screen.

Adjust the margins

You can adjust the plug-in location in vertical and horizontal directions (within certain limits).

Bubble position

You can configure where pop-up notifications (such as marketing and campaign messages) appear on the webpage.

If you want your channel plug-in to only appear on certain pages, you can set up a whitelist.

  • For the whitelisted domain, you must include either http or https.

To use the whitelist feature, you must input the domain for the page on which you want the channel plug-in to appear. If the whitelist feature enables, then the whitelisted domains will be the only pages on which the button will appear.

Can I set the label button to appear every time the customer visits our website?

The label button will only appear once per session; a customer finds there's a chat button when they first visit your website, and is not disturbed while continue browsing the website.

  • The label button appears on the first login.

  • If the user scrolls, refreshes, or moves to another page within 10 seconds the label button will change to the default button.

  • Hitting close or clicking the label button will also change it to the default button.

  • If the user completely quits the browser altogether and revisits the website after an amount of time(after all cookies are gone), the label button will appear again.

Channel Talk’s vision is to connect the customer with your company simply and easily. To fit this vision, we believe it is a pinnacle that the customer’s experience is not overly intruded upon and that interactions are available on the customer’s terms. Allowing label buttons constantly makes the experience cold and over-intrusive.

In other words, in order to not harm the customer’s experience or site aesthetics, the small chat widget appears after the label button is clicked.

I set up a label button, but I don't see it.

The Label button is available whether you use the default or custom buttons. However, you won't see it if you're not in your business hours or if you set up your response speed as delayed (see Chat operation settings).

  • Other cases that the label button is unavailable:

    • If you install Channel Talk for your native app and use mobile SDKs

    • When the chat button is customized by CSS

    • If you are using a custom button from the previous version before the update on August 11th.

I don't see the manager profiles on the label button.

If there is only one manager available or all available managers are using the channel profile for live chat, the label button does not show the manager profile.

Also, the manager profile is not displayed on the label button shown on mobile browsers.

  • The manager who selected to shown in label buttons is:

    • Using a personal profile for chat conversations

    • Receiving unassigned userchat notifications

    • Having a higher score on the operator leaderboard

I can't see the Channel Talk button on my PC.

  1. If you have [Channel settings] → [Chat] → [Operation] → [Business hours] → [Hide chat button] set, the chat button will not be visible when you are not in operation. Please check your settings.

  2. Please check if the whitelist is set in [Channel settings] → [General] → [Manage Plug-in] → [Advanced settings]. Only whitelisted URLs will display the Channel Talk button.

I can't see the Channel Talk button on mobile.

Please double check that the [Hide button on mobile] is turned OFF in [Channel settings] → [General] → [Manage Plug-in] → [Web plug-in Settings] → [Mobile Web].