Key Terminologies
A compiled list of the common terms you’ll come across on popChat.We have put the terminologies under the section you are likely to find the word. For example, Monthly Active User is a term you’ll find on the Home screen of popChat. Home The Home section is where you can get a bird’s eye view…
Create your Team
Everything you need to organize your team better on popChat. Only a Supervisor or an Admin can access Team Management Settings. What is a Team? Say, you are John Doe. As soon as you sign up, you will have a default team on popChat, called John Doe’s Team. You can later reset your team name…
Personalize your Team
Learn how to update your team information and use custom logo on your dashboard. Go to Settings > Team Information. Add a team name, a brief description, and an avatar. The avatar is a cover image for your team, and the recommended size is 256 X 256 px. After you are done uploading, click Update,…
Assign User Roles
Explore different user roles and learn how much control each role has in a team. Understand Different Types of Roles You can assign five different roles to your team members based on how much control and access you want them to have. Supervisor Admin Developer Marketeer Agent Access | Role SupervisorAdminDeveloperMarketeerAgentAutomation✔✔✔✔❌Inbox✔✔❌❌✔Reports✔✔👀👀❌Customers✔✔👀👀❌Datalab✔✔✔👀❌Settings👀✔❌❌❌Integration👀✔👀👀👀API✔✔✔👀❌ = View and edit…
Create Groups in your Team
Learn how to create groups within your team. What is a Group? A group is a small team within your team, usually comprised of the same functional role. You can assign tickets to an entire group. For instance, you can configure your settings to ensure that all the sales-related tickets are assigned to the sales…
Create Multiple Teams
Create multiple teams under one account directly from your dashboard. Click on the top-left icon on your dashboard. Click on Create New Team. You will find a prompt to create your new team. Add your team name, country, time zone, currency and business type. Click Next. You will be asked to select the channels you’d…
Connect Multiple Teams
Connect multiple teams linked to multiple email addresses. You can create multiple teams from your dashboard and toggle between teams. However, if you have two accounts linked to two emails, you can use this method to connect the two teams and toggle between them without logging out every time. This method is also applicable for…
Connect Your Web chat
Learn how to add a website chat plugin to increase your conversion rate. You need to — An Admin on popChat. Have a fully functioning website. Use Cases of Webchat Plugin Adding the popChat webchat plugin on your website will allow you to: Add a live chat widget on your website. Create a prompt/welcome message…
Connect Your Email
Setup a email support channel on popChat Please note that email as a support channel will go live by the end of Q2 2022. You can connect your GSuite and SMTP email as support channels. Doing so would allow you to: Unite your customer support in one place, including email, social and web support. Manage…
Navigate the Inbox
Find out about the tiniest features of Inbox and how to use them. Empty Inbox This is what an empty inbox looks like. There are several reasons you might have an empty inbox. You don’t have many visitors. Your bots are doing a great job in resolving every query. You forgot to add a Ticket…
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