Sales syntax (Opens in a new tab) It is an open source customer relationship management (CRM) software focused on providing a high-quality live chat experience. Its user interface is dated, but there are many useful tools on offer.
The software is free to use, but being a self-hosted software, you will need to install and setup it on its own server. Documentation and self-help resources are limited. So, to help you decipher the ins and outs of this program and set up your own live chat interface, we have put together this step-by-step guide.
How to install live chat software with sales architecture: preparation
Before you start using the sales syntax, you need to get some kind of web hosting. This will provide the server infrastructure and software required to run the software.
We were Hostinger (Opens in a new tab) As an example in this guide, as it is one of the leading hosting providers in the world. It offers several cost-effective solutions, with prices starting at just a few dollars per month.
If you decide to use Hostinger hosting, you can install the sales syntax script via Hostinger’s built-in auto-installer. With this, you should be able to install the script in just a few minutes, no special technical skills required. For additional help, there is a detailed installation guide on the Hostinger website (Opens in a new tab).
Many other hosting solutions provide some kind of one-click installer, either through Superfine (Opens in a new tab)And Instratron (Opens in a new tab), or another third-party owned or owned platform. If your host isn’t, you’ll need to install Sales Syntax manually.
Step 1: Update your settings
After you’ve successfully installed Sales Syntax on your chosen hosting plan, it’s a good idea to take a moment to familiarize yourself with the Settings tab (top menu). To get started, you have to add your website URL. You can also make changes to the color and font settings for the backend and client-facing interface.
Besides these basic settings, there are several advanced fields that you can configure if needed. You can also add things like a Facebook or Twitter social media button to your chats, or a help link that leads to your knowledge base.
Step 2: Add team members
Unless you plan to take care of all the queries yourself, you will need to create profiles for each of your team members or operators. To achieve this, head to the Customers tab at the top of the page.
Here, you can manage existing team members or add new ones by selecting the Create Client button. The most important thing to note here is the Access Rights setting. Team members with admin rights can access and modify everything. Normal and restricted access enables team members to use some admin tools Live-Help-Only users have restricted access to Live Help! tab for support.
Step 3: Add the sections
To divide your live chat support teams into departments such as sales, billing, or tech support, you can use the Departments tab. Here, you can manage your existing sections and add new ones.
Within the partition creation menu, you will find several tools designed to help you configure each partition profile. At the most basic level, you can create a name, set a section theme, and add a chat header image.
You can also add options like offline and busy messages, and it’s possible to encourage customers to leave a message, which will turn into an email ticket.
Step 4: Find out the Data tab
Under the Data tab, you’ll find plenty of useful information delivered in an easy-to-understand format. For starters, you can access transcripts of all live chats, allowing you to monitor the performance of your support team.
You can also access messages left when you were offline, and view information about page visits, referrals, keywords, and referral paths. The Users tab contains information about each player’s stats and long-term performance, and the Cleanup tab enables you to configure data retention settings.
Step 5: How to Use Live Help! tab
Find your way to beat the live help! Tab is the last thing to do before you are fully equipped to start using Sales Syntax to provide live chat support on your website. Here you will find information about current chat sessions, online players and the number of visitors currently on your website.
This is also where you reply to and interact with existing chats. For example, you can enable text alerts to see when a customer is in the process of responding. There’s also a simple built-in Games tab that gamers can use while they’re waiting to chat.
summary
Although Sales Syntax isn’t the most user-friendly of live chat software, it’s actually not too bad once you get the hang of it. In this guide, we’ve outlined everything you need to know to install and set up your new Sales Syntax account, so you can start providing live chat support right away.
There are plenty of alternatives available, which you can discover in our guide to The best live chat software (Opens in a new tab). You may also like to read more about it Why Live Chat Support is so Helpful (Opens in a new tab)or discover more comprehensive help desk solutions in our guide to The best help desk software (Opens in a new tab).
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