Step 10: Guided tour for chat agents

Take the guided tour and get to know everything about accepting chats

Now that your organization is configured and you know the basics of the admin role, it's time to learn more about using the platform to accept chats.

We have prepared a series of training videos you can access via the platform itself by going to the left hand navigation bar and clicking on the Circle with a Question Mark icon (1) and then clicking Start Guided Tour (2).

Here you can learn all about:

Accepting incoming chats
The different statuses of chats
Editing contact fields
Creating a result
Configuring your personal preferences
Starting chats with a new contact
Sending and receiving photos, videos and documents
Searching for contacts and chats
Forwarding a chat to a colleague or department
Team chat
Ask a colleague to join the chat
Following contacts and chats
Creating and using canned responses
Liking and commenting results.

Advanced - for Sales advisors:

Using WhatsApp for business instead of Private WhatsApp
Incoming chat - WhatsApp button Website
Incoming chat - Hot lead forwarded by a colleague
Showing car to consumer using Videomeet
Sales Advisors - Sending files to consumer
Follow-up calls and Happy Calls via WhatsApp

Advanced - for Service advisors (After-Sales):

Introduction to Web1on1 Aftersales
Making contact with client
Status update - Extra work found
Status update - Car not ready
Status update - Car is ready
Status update - Sending payment link

Stop & continue later

You can re-open the guided tour at anytime (Help > Start guided tour) and then use the right panel to select any video

Need additional help?
Click here to book support the shop and summon Web1on1 Experts (more info about professional services)

➡ Next step - Ordering support