Setup Guide

If your Act! Web API connection is in place (It can be found and tested by going to Act! Web API Settings in the bottom right corner of the bento box menu, you will be prompted to create your first channel.

Create a channel

General Settings

• Channel Name a descriptive name for your channel
• Reference Prefix a combination of letters which will identify your channel when they are combined with automatically generated numbers to provide an identification of each conversation
• Options you must decide whether you will require each user to identify themselves before they can start chatting. Clicking Edit icon ahead of the field lets you edit the settings. You can decide on the field label your users will see and which Act! field should their input be mapped to.
• Departments is an option in the Team Edition of Link2chat. In the setting of an organizational subscription it allows you to add the channel to a department by selecting from a checklist. Departments are added to the checklist by going to Link2Chat Main Menu and selecting Departments

Advanced Settings

• Contact Identification allows you to select Act! fields your must fill out to identify themselves before chatting. Asking your users to identify themselves allows you to link the chat to the contact's Act! record and maintain the record of the chat in Act!
• For contacts which do not exist in your Act! database, a new record will be created, and in the Advanced Settings you have the option to decide what other Additional Contact Details you require from the users who are not in your database.
• If you have an active Link2Forms subscription with forms collecting customer satisfaction information, you can insert one of your forms by selecting it from the Customer Satisfaction Survey Form dropdown list.
• Record Manager selects the person who will be the record manager for newly created contacts. Record manager for existing contacts or other records does not change. Record Manager selection is also used for automatic writing to history when the visitor ends the conversation. When one of the team members uses Write transcript to history or Schedule a follow-up with participants button, records from unidentified visitors will have that team member as the record manager.

System Messages

System Messages tab allows you to customize the language your users will see then interacting with the service.

Style

Style tab allows you to customize the colors of user interface of Link2chat. Preset feature let you use one of the pre-designed color palettes, though the colors can be adjusted individually based on your branding.

Installing Link2Chat App

Once you created your first channel, you will be able to install Link2Chat application. It is a progressive web application which works very similarly to the Link2Chat web service but takes better advantage of Windows tools to allow you to receive quick notifications about open chats and to respond to them. Simply go to Link2Chat start page and, in the message with reference Install Link2Chat and never miss a message. select Install Now.

After installing and opening your Link2Chat app, you will be required to enter your Linktivity credentials to tie the app to your Linktivity account.

Enabling Notifications

Enable notifications to get alerted whenever new chat arrives.

Last revised: 13.11.2024