Basics - Starting with a guided video tour

Use our series of guided training videos to learn all about the basics

The automated guided tour bot is initiated the first time you sign in to Web1on1 and gives you a wealth of information and video clips about how to get the most out of your live chat journey.

You can stop and start the training videos as you go along, giving you time to put the training into practice.

Where can I find the guided tour bot?

You can open the guided tour at any time by selecting Help (the circle with a question mark) > Start guided tour from the navigation panel. You can then select any video from the channel on the right-hand side of the screen.

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 via WhatsApp

Advanced - for service advisors (after-sales):

Introduction to Web1on1 aftersales
Making contact with a customer
Sending status updates:
- Extra work found
- Car is/is not ready
- 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

➡ Next step - Choose how to manage your chat list