express setup

5 minutes to setup and go

What we will help you do ?

So let's get started

Login -> Dashboard.vhelp.me

Paste the integration code in your website code

Code integration is just like google analytics. Follow similar steps to get up and running.

Now it's live on your site

It will appear on the bottom right part of your website, which can pop open on click. It will follow your visitor around their visit on your website.

Ready to help your visitors

Open your salesportal

Portal.vhelp.meLogin to

Live sales portal

Visitor pane Interaction pane Resources pane

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Visitor pane1

Visitor coming from ad campaigns get tagged with the campaign descriptions.

Normal visitor appear without any additions

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On clicking the visitor name the details of them become visible in interaction pane and resource pane.

Interaction pane2

Visitor coming from ad campaigns get tagged with the campaign descriptions. On clicking the visitor name the details of them become visible in interaction pane and resource pane. Visitor then can get acquired to override the auto help, with human help.

You can chat upto 5 customers in one go. All the visitors appear as tabs and interaction with them follow in those tabs

Clicking the cross mark closes the interaction pane

Clicking the bulb allows you to add repeating questions to be added to Answerbay

Interaction pane - control panel

2

On click you can acquire the customers you want to interact

On click, it allows to release the visitor from the pane.

With redirect you can cobrowse with the customer.

Tag lead allows you to post the visitor info to the lead table, which can be pushed to CRM

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2b

2d

2c

Acquire and release

On click you can acquire the customers you want to interact

Release tab allows you to release visitor from chat

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2b

2a,b

Redirect 2c

Paste the URL where you want to route your visitor to..

Paste the message for your visitors like"I am taking you to the payment page"

Resource pane 3

Click on search to quickly search through the knowledge base

Change the chat name for the sales agent.

Logout of the session.

Click on edit option to modify lead information of the visitor

Create quick short cuts to power your interactions.

Previous interaction history of visitor

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Semantic search

Click on search to quickly search through the knowledge base. You can search an entire question to get the answer.

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Create quick short cuts

You can create shortcuts for common phrases or greeting through short cut tab. You can access it by typing "/shortcut" I response

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Now fine tune the settings

Settings for chat widget

Enter your company details, which will appear on chat bar and contact email to which messages

will be sent

Settings for chat widget

You can select manual agent or auto agent. We suggest that you start with manual agent and

slowly add to your knowledge base, after

that auto agent becomes more smarter and can truly help your visitors

when you are not around.

Settings for chat widget

Do you want to ask visitor to enter their names ? If

yes, then toggle to true. If you see too many visitors

put off by you asking them to fill up too much information, you might

have to revise it.

Settings for chat widget

This allows you to engage proactively with

your customers. So visitors will get an

welcome message when they land up on your

website.

Settings for chat widget

This allows customers to leave messages behind,

when there is no one logged into chatportal and there is auto agent

enabled.

Settings for chat widget

You can rename the auto agent.

The default is Maya, meaning the mystical

one, that's all pervasive, in Indian philosophy.

Settings for chat widget

You can selectively show the chat bar to a

percentage of visitors, allows you to do a simple

A/B testing of how effectively vhelp is

working.

Settings for chat widget

If you are trying to test how good is your lead

into sales conversion is , just put in the payment / thank you page URL and

you can easily tracks visitors that are getting

converted.

Settings for chat widget

You can selectively show it to visitors which on

certain page by entering the URL here, like you only want to help on

payment page , so you can paste our payment

URL here.

Settings for chat widget

You can selectively target to only customers in certain geos. Like if

you ship only in us, then you want to focus on

visitors which are coming from there.

Manage by dashboard

Type in...

Dashboard.vhelp.me

& login...

Get highlights quickly

Populate your Answerbay

You can start by putting your FAQs into answer bay through the add button . You can edit and remove answers by selecting them and then choosing edit or remove.

See detailed reports

You can slice and dice into reports by choosing multiple tabs. If you don't get see any data into reports don't worry. It takes 24 hours to get initial data points to generate.

See visitor transcripts

Filters allow you select transcripts by date , agents, or length or even by sentiments.

Manage your account

Onboard or retire your agents by simple actions Manage your billings

You are ready to delight your visitors