Guide FloatChat

Floatchat- User Guid

Problems?

Table of contents

Having Problems? #

If you’re having any issues at all, please contact our Floatchat team via the chat widget on right of this page. Before contacting us, please make sure that your server has all the requirements listed above.Having Problems?

If you’re having any issues at all, please contact our Floatchat team via the chat widget on right of this page. Before contacting us, please make sure that your server has all the requirements listed above.

General issue #

For any issue you can check the system requirements from Settings > Miscellaneous > System requirements. We can not provide Floatchat about solving the issues reported by the system requirement function, please contact your hosting or server Floatchat if you need help.

Blank screen when accessing the admin area #

  • Check if the browser console has error (on Chrome you can open it from Settings > More tools > Developer tools > Console).
  • Enable the PHP debug and check the PHP error logs.
  • If you have the WordPress version, disable all security plugins and plugins related to your hosting.

Cross-domain configuration #

If you want to use the same chat installation on multiple domains, your server should allow cross-origin requests. To enable cross-origin requests on your server follow the steps below:

Cross-domain configuration via server #

  • For Apache servers — Edit the .htaccess file of the domain where the plugin is installed and enter the code <IfModule mod_headers.c>Header set Access-Control-Allow-Origin “*”</IfModule> at the very top of the file. To make it works you need to have at least AllowOverride +FileInfo or AllowOverride All in the Apache config.
  • For nginx servers — Edit the file /etc/nginx/nginx.conf of the domain where the plugin is installed and enter the code http { add_header Access-Control-Allow-Origin “*”; } at the top of the file. If you’re using Plesk go to Domains > example.com > Apache and nginx settings > Additional nginx directives and insert
    add_header ‘Access-Control-Allow-Origin’ ‘*’;.

You can view tutorials for the most common server administration software in the list below:

  • Plesk
  • All Apache servers

Cross-domain configuration via PHP #

If none of the previous solutions work or you can’t change the server settings, follow the steps below:

  • Edit the file floatchat/config.php and enter the code define(‘FLOATCHAT_CROSS_DOMAIN’, true); at the end of the file.
  • Upload the following folders into your destination domain(the domain where the chat should be shown, not the one where Floatchat is installed): Floatchat/media/fonts and Floatchat/media/icons. You can upload the files where you want, for example, http://www.example.com/chat-files. If the chat is loaded on multiple domains upload the files on each domain.
  • Edit again the file Floatchat/config.php and Enter the code define(‘FLOATCHAT_CROSS_DOMAIN_URL’, ‘YOUR-URL’); at the end of the file. Replace YOUR-URL with the URL that points to the files you just uploaded, for example, http://www.example.com/chat-files. If the chat is loaded on multiple domains replace YOUR-URL with the an array of URLs, for example, [“http://www.example.com/chat-files”, “http://www.example-2.com/chat-files”].

Unable to install an app #

Your server/hosting has file and folder permissions issues, or a firewall is blocking our website. You can verify it from Settings > Miscellaneous > Check Requirements (keep in mind that even if it’s all green, you still have a server problem, it just isn’t caught by the requirements checks). You can solve the issue by installing the apps manually. Go here for the manual installation: https://floatchat/synch/manual.php

Blocking zoom on iOS devices #

When using the chat on iPhones the textarea is automatically zoomed when the user’s start typing a new message. To stop the zoom Enter the code below into the <head> area of all the pages that include the chat.

<meta name=”viewport” content=”width=device-width, initial-scale=1, maximum-scale=1.0, user-scalable=no” />

Hide admin.php from URL #

By default, the admin URL is something like https://your-website.com/support/admin.php. You can hide the admin.php part of the URL and make it like https://your-website.com/support/ by inserting the following code in your .htaccess file:

<ifmodule mod_dir.c> DirectoryIndex admin.php</ifmodule>

 

Chat widget not displaying #

The chat may not be showing due to the following reasons.

  • You may not see the chat because you have disabled it in the settings area. To fix this, visit the settings section and deselect all options related to that: Chat > Manual initialization, Chat > Login initialization, Chat > Hide chat outside of office hours, WordPress > Manual initialization.
  • Try disabling any performance plugins or techniques like cache or JS minification on your website as they might be causing problems. Once disabled, check again.
  • Try disabling any CDN or Proxy (e.g. CloudFlare). Once disabled, check again.
  • PHP and WP versions only You cannot see and test the chat as a user if you’re logged-into the admin area. To test the chat as a user, please log out of your admin account or from WordPress. Alternatively, you can use another browser window in “private” or “incognito” mode. Additionally, you can force a logout by executing the FloatchatF.reset() function in the browser console.
  • PHP and WP versions only You’re trying to access the chat from a domain, or subdomain, different from the one of the installation. Details here.

Conversations are not visible to administrators or agents #

The conversations may not be showing due to the following reasons.

  • The agent has been given a department, yet the conversations have not been assigned to that specific department.
  • One or more of the following settings have been activated: Miscellaneous > Routing, Miscellaneous > Queue, Miscellaneous > Hide conversations of other agents
  • You are using the WordPress version and the setting WordPress > Multisite routing has been activated.
  • You are using the chatbot and the setting Artificial Intelligence > Human takeover has been activated.

For cases 1, 2, and 3, make sure to log in with the correct admin/agent or check your admin/agent profile to ensure that there are no departments assigned. In case 4, please check the archived conversations.

Reset email or password of the admin account #

If you can no longer log in to the admin area you can reset your password and email by following the steps below:

  • Edit your MySQL Database. You can edit it from your hosting panel, usually with phpMyAdmin.
  • Edit the table Floatchat_users.
  • Find your admin account, and make sure the value of the column user_type is admin.
  • Reset your password by editing the password column and by inserting the new password as a hash. To generate a hash for your password, visit https://floatchat.support/docs/files/password.php?p=123456 (replace 123456 with your password), or Enter the hash $2y$10$i7OComVhUh8BHcyx9VzUfuN.hnNsnKzK1Hd/GKK2KIwBo7Y6stppu (password: 12345678).
  • Reset your email address from the column email.

If you’re using the WordPress version, you can delete the user from the database and WordPress will generate it again. You can also create a new WordPress user with administrative privileges, then logout from your current account, and log in with the new one. Once you’re into Floatchat, change the password of your previous agent from Users > Agents.

If you encounter the “Too many login attempts. Please retry again in a few hours.” error, click here.

Admin account deleted #

If you have accidentally deleted all your admin and agent accounts and you can no longer log in to the admin area, you can resolve this issue by following the steps below:

  • Edit your MySQL Database. You can edit it from your hosting panel, usually with phpMyAdmin.
  • Edit the table Floatchat_users.
  • You can convert any existing user to an admin by editing the column user_type, and entering the value admin.
  • You can also add a new user by assigning a value to the columns first_name, last_name, password, email, and user_type fields. The value of the password column must be a hash. To generate a hash for your password, visit https://phppasswordhash.com/. Also, the value of the column user_type must be admin.

Server down #

If your server and/or website goes down or suddenly stops working after a few minutes of chat usage, the issue could be related to your server’s Firewall. This usually happens as a result of an IP Address Banning (Fail2Ban) or Web Application Firewall (ModSecurity) settings. The multiple AJAX requests from the chat to the database are recognized as a “server attack” and so your server places a temporary block on your IP address. This issue should only affect you and/or your developers; visitors/users should not be affected. To confirm whether or not this is the issue, use a VPN service like Hotspot Shield. When the server goes down, activate the VPN to change your IP and try accessing your website again. If the website works normally, the issue is confirmed. To solve it temporarily disable fail2ban or contact your hosting support for additional support.

403 Forbidden Error #

The 403 Forbidden error is strictly a server-side issue related to file permissions or a firewall rule that blocks access to the resource. We can not help with it because it is not related to our product. Please send this message and the URL of the blocked resource to your server support, and they will solve the issue. Below you will find the most common causes of the 403 Forbidden error.

  • WordPress plugin — If you’re using the WordPress version, please make sure you don’t have any security plugin generating the issue.
  • File permissions — The file permissions of the resource are not correct. The file permissions should be 644 for files and 755 for folders.
  • Firewall — The firewall of your server is blocking the resource. You can check it by disabling the firewall or by using a VPN.
  • ModSecurity — The ModSecurity of your server is blocking the resource. You can check it by disabling the ModSecurity or by using a VPN.
  • Cloudflare — The Cloudflare firewall is blocking the resource. You can check it by disabling the Cloudflare firewall or by using a VPN. You can solve the issue by opening your CloudFlare website settings and by checking Application Settings > Direct PHP File Access.

CONVERSATIONS

Manage Conversations #

Conversations have a total of four different statuses: mark as read, archive, delete and restore. You can manage the status of a conversation by opening it in the conversations area and then clicking any of the corresponding icon buttons in the top right of the conversation window.

Search for conversations #

You can for conversations by department ID, assigned agent ID, conversation title, conversation ID, message text, message attachments name, user first name, user last name, user email

Information #

  • When you empty the trash, all the conversations in the trash are permanently deleted.
  • When a user sends a new message to an archived or trashed conversation, the conversation is automatically restored and will now be visible in the Inbox area.
  • Trashed conversations are deleted automatically after 30 days.
  • When a user is deleted, all the conversations and messages are permanently deleted too.
  • An agent can delete their messages by opening the message menu and clicking Delete. The message menu becomes visible when you hover the mouse cursor over the message.

Text Editor and Automated Messages Features #

The text editor of the admin area and automated messages(example: welcome and subscribe messages) can be used to create stylized messages:

  • Links formatting — All text links are automatically converted to clickable hyperlinks.
  • Text formatting — The editor also supports text formatting syntax:
    • To make text bold, surround it with *: *your text*.
    • To make text italic, surround it with __: __your text__.
    • To make text strikethrough, surround it with ~: ~your text~.
    • To insert a single-line code comment, surround it with`: `your text`.
    • To insert a code block, surround it with “`: “`your text“`.
  • HTML and other code languages — For security reasons, no HTML, JavaScript (JS), or other code languages are permitted. However, you can use HTML snippets by utilizing custom rich messages (discussed below).
  • To insert a line break into a message, use the keyboard combination SHIFT + ENTER or CTRL + ENTER.

Merge fields #

Merge fields are strings replaced by external values when used. Merge fields can be used in any message or automated message, including chatbot messages.

Code Description
{user_name} Full name of the active user.
{user_email} Email of the active user.
{agent_name} Full name of the active agent.
{agent_email} Email of the active agent.

Rich Messages #

Rich messages are special messages with interactive features like buttons, dropdowns, or inputs. They allow an agent to request information from the user via a user input form or to diplay interactive contents. Rich messages can be inserted into a chat message using shortcodes. Shortcodes accept various parameters like title and description. The available rich messages are listed below.

How it works: #

1

Create and send #

Create a rich message by inserting the shortcode into the text editor of the admin area. Customize all of the parameters with your information and send your message.

2

Message is displayed #

When a shortcode is used, the user sees the rich message (not the shortcode) and can select or enter the required information to complete the form submission.

3

User’s response is submitted #

Once the rich message form has been filled out and sent by the user, a success message is shown and the form data is saved.

Rich Messages #

Name Shortcode Description
Card [card image=”URL” header=”TITLE” description=”Lorem ipsum dolor sit amete” link=”URL” link-text=”Purchase” extra=”$599″ target=”_blank”] Call-to-action card with an image, title, description, link, and more.
Slider [slider image-1=”URL” header-1=”TITLE” description-1=”Lorem ipsum dolor sit amete” link-1=”URL” link-text-1=”Purchase” extra-1=”$599″ image-2=”URL” header-2=”TITLE” description-2=”Lorem ipsum dolor sit amete” link-2=”URL” link-text-2=”Purchase” extra-2=”$599″ target=”_blank”] Slider of call-to-action cards with an image, title, description, link, and more. You can add up to 10 slides.
Slider images [slider-images images=”URL,URL,URL”] Slider of images.
Chips [chips options=”A,B,C”] List of buttons.
Buttons [buttons options=”A,B,C”] List of buttons.
Select [select options=”A,B,C”] Dropdown list of options.
Inputs [inputs values=”A,B,C” button=”Send now”] List of text inputs.
Email [email name=”true” last-name=”true” phone=”true” phone-required=”false” placeholder=””] Form to collect the user’s email and phone number. All attributes are optional. Follow up settings used as default values. Add the attribute required-messaging-apps=”true” to force users to provide their email and phone on messaging apps. Merge fields are supported.
Registration [registration] Registration form.
Timetable [timetable] Timetable.
Articles [articles link=”https://Floatchat/articles-demo”] Articles with search area. The link attribute is used as fallback message for Facebook Messenger, WhatsApp, Telegram messages.
Rating [rating label-positive=”Helpful” label-negative=”Not helpful” label=”Rate and review” success-negative=””] Agent rating form. To make the rating shortcode work on WhatsApp, Messenger, and the other channels, you need to use Dialogflow and the chatbot, create a new Intent with rating as input Context, nothing as output Context, a list of the user’s most common messages for a positive rating as Training phrases(e.g. good, positive) and { “rating”: 1, “force-message”: true } as Custom Payload response. For the negative rating create a new intent with same context but replace the training phrases and the custom payload to { “rating”: -1, “force-message”: true } . The shortcode must include also a title or message.
List [list values=”A,B,C”] Text list.
List double [list values=”A:X,B:Y,C:Z”] Text list with titles.
List image [list-image values=”URL:A,URL:B,URL:C”] Text list with titles and images.
Table [table header=”A,B,C” values=”A:B:C,A:B:C,A:B:C”] Table.
Button [button link=”https://Floatchat” name=”Click here” target=”_blank” style=”link”] Display a link or open an article. The attribute target=”_blank” is optional and open the link in a new window. The attribute style=”link” is optional and change the button design. To open an article on click the link value must be #article-ID, replace ID with the article ID.
Video Display a YouTube or Vimeo video. The value of the attribute type can be youtube or vimeo. The attribute id is the ID of the video, get it from the URL. The attribute height is optional and sets the video height in px.
Image [image url=”https://Floatchat/media/admin.png”] Image.
Share [share fb=”https://Floatchat/” tw=”https://Floatchat/” li=”https://Floatchat/” pi=”https://Floatchat/” wa=”https://Floatchat/”] Social share buttons.

Commas #

If your texts include commas you need to replace all commas with the characters \,.

Global parameters #

All of the rich messages support the following parameters:

Parameters Description
id=”123″ The ID of the rich message (used also to save the JSON data).
title=”ABC” The rich message title.
message=”ABC” The rich message description that appears underneath the title.
success=”ABC” The message that appears when the user completes and sends the rich message. The user input is appended to this message.
settings=”ABC” Extra field for optional extra values.

Use rich messages in the chatbot #

You have to create a Dialogflow chatbot, then simply enter the rich message shortcode into the text response of the Intent.

Rich message response #

When a user completes a rich message, the response data is saved in JSON format in the database under table Floatchat_messages and column payload. Example:

{“rich-messages”:{“4Voyu”:{“type”:”email”,”result”:{“email”:[“example@gmail.com”,”Your email…”]}}}}

 

Rich message translations #

To translate a rich message string, the original rich message text must be in english, add the exact english text and its translations in Setting > Translations > Front End.

Show a rich message on chat initialization #

To display a rich message, such as a list of buttons, when a user initiates a chat for the first time, insert the rich message shortcode into the welcome message.

Custom rich messages #

You can create custom rich messages with your own custom content by going to Settings > Miscellaneous. Currently, custom rich messages are static and there are no interactive options available as there are with shortcodes. However, you can insert custom HTML codes.

HTML codes #

When creating a custom rich message, you can use the following codes:

Code Description
<a href=”https://www.google.com” target=”_blank” class=”Floatchat-rich-btn Floatchat-btn”>Click here</a> Link with button design.
<a href=”https://www.google.com” target=”_blank” class=”Floatchat-rich-btn Floatchat-btn-text”>Click here</a> Link.
<div class=”Floatchat-image”><img src=”https://via.placeholder.com/1500×600″ class=”Floatchat-image” /></div> Image that zoom on click.

Built-in messages #

The built-in messages are pre-programmed messages sent automatically by Floatchat. You can find them by going to Settings > Messages.

Offline message #

Notify the user when their message is sent outside of the scheduled office hours or all agents are offline.

  • Text formatting is supported.
  • Merge fields are supported.
  • To learn more about the office hours option, please click here.
  • The offline message is sent to the same user maximum 1 time per hour.
  • If the chatbot’s human takeover feature is activated, the offline message is only sent during human takeover.
  • If you or any other agent is online using Slack, the offline message will not be sent.

Privacy message #

Present a privacy message accompanied by Accept and Decline buttons. The user’s approval by clicking on the Accept button is required to start using the chat. This feature ensures privacy policy enforcement and GDPR compliance.

  • The privacy message is not shown if the Require registration option has been enabled.
  • The privacy message is also sent to messaging channels like WhatsApp, but the user does not have the option to approve or decline the privacy policy. The messaging functionalities are not blocked either. The message is sent after the user initiates the conversation by sending their first message.

Pop-up message #

Show a pop-up notification to all users.

  • The popup message is always shown until the user manually closes it; then it stays closed.

Welcome message #

Send a message to new users when they visit the website for the first time.

  • Text formatting is supported.
  • Merge fields are supported.
  • Rich messages are supported.
  • The welcome message is not sent to slack.
  • Conversations containing only the welcome message (and no response) are automatically archived.

Follow up message #

If no agents respond within the specified time interval, a message will be sent to request the user’s details, such as their email.

  • Text formatting is supported.
  • Merge fields are supported.
  • If the delay is not set, a dynamic time interval is utilized and it is determined as follows: If Settings > Miscellaneous > Office hours is configured, and the current time falls within the defined office hours, or if at least one agent is online, then the delay will be set to 15 seconds. In all other cases, the delay will be set to 5 seconds.
  • Follow-up messages are sent a maximum of once every 24 hours.
  • If the user provides an email address and the newsletter feature is enabled, the email address will be subscribed.
  • The follow-up message is sent only to users without email address.
  • If the chatbot’s human takeover feature is activated, the follow-up message is only sent during human takeover.

Subscribe message #

If no agents respond within the specified time interval, a message will be sent to request the user’s details, such as their email.

  • Text formatting is supported.
  • Merge fields are supported.
  • If the user provides an email address and the newsletter feature is enabled, the email address will be subscribed.
  • The subscribe message is sent only to users without email address.
  • If the chatbot’s human takeover feature is activated, the offline message is only sent during human takeover.

Attachments #

The allowed file attachments extensions are set in the Floatchat/include/upload.php file. The following image formats are displayed automatically:.jpg,.jpeg,.png.

Add new allowed file extensions by adding the code define(“Floatchat_FILE_EXTENSIONS”, [“exe”, “abc”,…]) to the config.php file of your Floatchat installation folder. Replace [“exe”, “abc”,…] with an array containing the extensions you want to allow.

For instructions on sending attachments with a chatbot, click here.

More information #

Here, you can access information regarding a variety of features associated with conversations.

Tags #

Tags enable more efficient organization and grouping of conversations. Please refer to the information below for further details.

  • You can manage the tags from Settings > Admin > Tags.
  • Tags can be assigned to conversations through different methods: via the admin area by navigating to Settings > Automations > More, through Dialogflow actions, and by inserting the JS variable Floatchat_DEFAULT_TAGS into a page showing the chat or into a web page displaying the chat or the tickets panel.
  • To locate conversations with specific tags, simply enter the tag names into the search bar located at the top-left corner of the admin conversations area, or you can select the desired tag from the dedicated filters menu on top-left. The tags filter is visible only if at least one tag is assigned to a conversation.
  • You can disable the tags from Settings > Admin > Disable tags.

Notes #

Notes allow users to add comments to conversations that are only visible to agents and admins.

Transcript #

The full conversation can be sent to the user by the agent or admin as a transcript file.

  • Agents and admins can send conversation transcripts to users by clicking the Transcript button in the top-right corner of the admin’s conversation window.
  • You can autoamtically send the transcript to the user when you archive a conversation by using the close message available at Settings > Messages > Close message.
  • You can send the transcript to the user only if the user has an email.

USERS

Manage Users #

Manage users from the Users area in the left menu of the admin area.

Search users #

You can search users by name, surname, email, and custom fields.

Delete users #

You can delete a user by opening the User edit box and then clicking Delete user. To delete multiple users at once, select the users you want to delete from the Users table and then click the top right Delete icon.

  • When a user is deleted, all of their conversations and messages are automatically deleted permanently.
  • The conversation attachments will be deleted permanently. If AWS S3 is enabled, also the AWS S3 files will be deleted.
  • If a user of a deleted user come back to the website, a new user is automatically created.
  • Visitors are automatically deleted every 24 hours.

Additional user table columns #

To display additional columns in the user table go to Settings > Admin > Users table additional columns and add the new columns. The value of each column is the slug of the user detail or extra user detail you want to display. The slug is lowercase and with spaces replaced by the char . For example, the slug of the extra user detail “Date of birth” is “date-of-birth”.

User types #

Type Description
user A “user” is any user with an email.
lead A “lead” is any user with no user details, who is automatically registered, and with at least one conversation.
visitor A “visitor” is any user who has not started a conversation. Note: Visitors are automatically deleted every 24 hours.

Manage Agents and Admins #

Manage, create, and delete agents and admins from the Users area.

  • Configure agents’ privileges and permissions from Settings > Admin > Agent privileges.
  • It can create a supervisor from Settings > Admin > Supervisor. The Supervisor is a special agent with specific privileges, it must be an administrator. You can add multiple supervisors by adding comma separated admin IDs.
  • To create an agent or ad admin, go to the users area and click the button Add user on the top right.
  • Only agents and admins can log in the Floatchat admin area.
  • When you activate the Floatchat plugin on WordPress, an admin account is automatically created using the same username and password as the currently logged-in user.

Registration Form #

The registration form is a pre-chat form that requires the user to enter specific information before starting the chat.

  • You can use the registration form as a pre-chat form by limiting the information requested to the user to only the user’s email address or the user name, for example.
  • The log-in form is shown only if the registration password field is shown.
  • The password field is always shown when the user system is set to “WordPress”.
  • If Settings> Users > Allow Duplicate Emails is enabled and a user enters an already registered email, a new user is created and the email is removed from the old user. The new user will not have access to the old user’s messages and conversations. You can also automatically log in a user via URL parameters.

Information #

Miscellaneous #

  • New users are automatically displayed in the user table in real time.
  • To view online users enable Settings > Users > Register all visitors.
  • To receive the online user notification you have to enable Settings > Notifications > Online users notification, Settings > Miscellaneous > Pusher (if you are using the cloud version, this setting is automatically activated) and Settings > Users > Register all visitors. The feature covers all user types, including visitors and leads. Notifications are only sent once per user within a 24-hour period.
  • Agents and admins can set their status to online or offline from the bottom-left profile panel. If the option Settings > Notifications > Away mode is active, the offline status is activated automatically when the agent or admin has been inactive in the admin area for at least 10 minutes. Inactivity is defined as not performing any mouse clicks, movements, or key presses. The automatic offline status feature is not enabled on mobile devices. For this feature to work correctly, Pusher should be enabled.

Login verification URL #

The login verification URL feature can be found under Settings > Users > Login verification URL in Floatchat. This feature allows Floatchat to authenticate an external login from an external source and automatically register and log in the user. The expected response from the URL should be a JSON object like below:

{

        “first_name”: “John”,

        “last_name”: “Doe”,

        “email”: “johon@example.com”,

        “profile_image”: “https://Floatchat/user.svg”,

        “department”: null,

        “password”: “”,

        “details”: [

            {

                “slug”: “location”,

                “name”: “Location”,

                “value”: “New York, United States”

            },

            {

                “slug”: “country_code”,

                “name”: “Country code”,

                “value”: “America/New_York”

            }

            …

        ]

    }

The value first_name is required.

SETTINGS

Settings #

Office Hours #

You can set the office hours timetable from Settings > Miscellaneous > Office hours. Office hours are used for:

  • Sending the offline message.
  • Disabling and hiding the chat during out-of-office hours.
  • Disabling the chatbot during regular office hours and enabling it during out-of-office hours.

More information #

  • Blank values in the timetable settings are considered out-of-office hours.
  • The office hours are in UTC format. Your UTC is generated automatically when you click the field Settings > Miscellaneous > UTF offset. To manually get the UTC offset of your area, go to: https://browserspy.dk/ or wikipedia.org/wiki/List_of_UTC_time_offsets and copy the offset (e.g. for UTC −12:00, enter -12). Only integers are accepted. If your offset is not an integer (e.g. UTC -12:30 or UTC -12:45), try searching for an alternative UTC offset. If you can’t find an integer offset, you will need to manually adjust the times in the office hours table to fix the gap.
  • The date and time format of the timetable matchs automatically the one used in the country of the browser language of the user.

Knowledge Base Articles #

Knowledge base articles provide instant answers to customers to help reduce customer support volume. To manage the articles, go to Settings > Articles. Articles support HTML code, which can be used to add images, videos, and other content. Here are some HTML code examples that you can use:

Name Code
Button <a href=”https://www.google.com” target=”_blank” class=”Floatchat-rich-btn Floatchat-btn”>Click here</a>
Image <img src=”https://via.placeholder.com/1500×600″ />
Image with lightbox <div class=”Floatchat-image”><img src=”https://via.placeholder.com/1500×600″ class=”Floatchat-image” /></div>
Video <video controls><source src=”video.mp4″ type=”video/mp4″></video>
YouTube and Vimeo Enter the embed code provided by YouTube or Vimeo

Display articles #

  • The articles can be shown in the chat dashboard by enabling them from the Settings > Chat area.
  • The articles can be shown in a dedicated page by inserting the code <script>var Floatchat_ARTICLES_PAGE = true;</script> into any page showing the chat. To set the location of the articles area Enter the code <div id=”Floatchat-articles” class=”Floatchat-loading”></div>. If you’re using the WordPress version you can use the shortcode [Floatchat-articles].
  • Alternatively, articles can be shared via the rich message shortcode, [articles].

More information #

  • Translate the categories from Settings > Translations by adding the translation name and its translation. The original translation name must be in English.
  • If you use categories, all the articles must be assigned to a category.
  • If there is at least one translated article in the user’s language, only the translated articles are displayed.
  • If some block is not saved, e.g. text block, disable all browser extentions and try again.
  • Articles are synchronized automatically with the Dialogflow knowledge base if the Artificial Intelligence app is installed.
  • You can create an internal chat link to an article with the button rich message.
  • You can create a link to a specific article with the URL attribute article=ID, replace ID with the article ID. Example: https://Floatchat/articles-demo?article=Ucsx6.
  • You can create a link to an article category with the URL attribute category=ID, replace ID with the category ID. Example: https://Floatchat/articles-demo?category=LnNaZ.
  • The articles are always included into the training of your OpenAI chatbot.

Language and Translations #

Floatchat is fully multilingual and provides powerful features to detect the user’s language on the fly.

Edit translations #

To edit the languages of both chat and admin, go to Settings > Translations. Some settings, such as e-mail contents, are directly translatable and therefore do not need to be translated here.

Chat language #

Floatchat is already translated into 41 languages. There are many options available to set the language:

  • OPTION 1 Go to Settings > Chat and check the Translate automatically option. This feature will automatically use the chat language of the user’s browser or the language saved in the user profile.
  • OPTION 2 – PHP ONLY Add the URL parameter lang=LANGUAGE-CODE to the script that loads the chat, replacing “LANGUAGE-CODE” with the two-letters language code you would like to display. E.g. https://Floatchat/Floatchat/js/main.js?lang=es or https://cloud.Floatchat/account/js/init.js?id=123456&lang=es for the cloud version.
    This feature will force the chat to always use the same language and the option Chat > Translate automatically will be ignored. Go to wikipedia.org/wiki/List_of_ISO_639-1_codes for the complete languages code list (see column 639-1). For Traditional Chinese use zt, for Simplified Chinese use zh, for Brazilian Portuguese use pt.
  • OPTION 2 – WORDPRESS ONLY Go to Settings > WordPress and set the option Force language. This feature will force the chat to always use the same language and the option Chat > Translate automatically will be ignored.
  • OPTION 3 – WORDPRESS ONLY The WordPress version of Floatchat uses the default language of the WordPress installation; or the language of the current page or post if the website is multilingual. This feature is compatible with WPML, Polylang, and other multilingual plugins. This feature is automatically disabled if the option Chat > Translate automatically is active.

Admin language #

To translate the admin area follow the steps below:

  • Translate the texts in your language from the Settings > Translations.

To set the admin area language you have three options:

  • Activate the option Settings > Admin > Automatically translate admin area. This feature automatically translate the admin area to match the agent profile language or the agent browser language.
  • Edit the file config.php inside your Floatchat installation directory and Enter the code define(‘Floatchat_ADMIN_LANG’, ‘LANGUAGE-CODE’); at the end of the file content. Replace LANGUAGE-CODE with the language code of the language you want to use, use only 2 letters, for example, insert only es, not es_ES.

Translate custom contents #

You can translate almost any custom content like rich messages, titles, descriptions, automatic messages, chat header, and more. To include translations, visit Settings > Translations and click on the New translation button. Then, enter the English content you wish to translate in the first field and its corresponding translation in the second field. The original text must be in English. If you have the artificial intelligence app you can also translate all contents to any language automatically through the multilingual via translation feature.

Add a new language #

To add a new language, follow the steps below:

  • Via FTP or a File Manager, go to Floatchat\resources\languages\front.
  • Duplicate (copy and paste it in the same directory) the Floatchat\resources\languages\front\source.json file.
  • Rename the file with the language code you would like to add. Go to wikipedia.org/wiki/List_of_ISO_639-1_codes for the complete languages code list (see column 639-1).
  • Go to Settings > Translations and the new language should appear automatically.

To add a new language for the admin area, follow the exact same steps, but use folder admin instead. New languages will not be lost or deleted on plugin updates.

Information #

  • If a translation string is missing, add it by clicking the button Add new translation.
  • If a translation string is not working, make sure to remove all white spaces and break lines at the start and the end of the string.
  • The translations edits are not saved in the database but directly in the translation files. When a translation is edited, and saved, a backup is created into the uploads folder. The backup is restored automatically on plugin update and plugin activation.
  • Some special chars like & are replaced by the HTML equivalent code (see https://www.w3schools.com/html/html_entities.asp). Ex. & is replaced by &amp;.
  • You can add missing translation strings also by code. Edit the language files located in Floatchat\resources\languages. After editing a file, the new strings will be visible under Settings > Translations. Remember to click Save changes in order to preserve your translations and avoid losing them when Floatchat is updated.

Departments #

Departments give you the power to distribute conversations and assign various agents to specific departments. For example, you can create a department entitled “Sales” and assign specific conversations to that department. To start using departments, follow the steps below:

  • Go to Settings > Miscellaneous and add, delete and manage the departments. After saving, reload the page.
  • Go to Users > Agents and edit an agent, you will see a new field where you can set the department of the agent.
  • Reload the page and you’re done! In the Conversations area, you will now see an option to set the department.

Settings #

  • Display in dashboard Displays the departments’ list in the chat dashboard and force users to choose a department before starting a conversation.
  • Display images Displays the department image instead of the department color.
  • Display in conversation list Displays the department color in the conversation list of the admin area.
  • One conversation per department Restrict users from opening multiple conversations within the same department, allowing only one conversation to be active per department.
  • Label Replace the label Departments (plural) with another text. The name is displayed in the admin and tickets area.
  • Label single Replace the label Department (singular) with another text. The name is displayed in the admin and tickets area.
  • Dashboard title Set the title of the chat dashboard list. Default: Departments.

How it works #

  • Agents and admins can only access conversations, users, and agents that have been assigned to their specific department.
  • When an agent is assigned to a new department, an email notification is sent to all of the agents assigned to the new department.
  • The General department is global and gives agents access to all of the conversations within all departments. Also, all agents without a department are automatically assigned to the General department.
  • To automatically assign a department to the user conversations you can Enter the JavaScript variable var Floatchat_DEFAULT_DEPARTMENT = ID; into the pages where the chat is displayed, replace ID with the department ID. For more details check the APIs here.
  • Admins with no assigned department always see the conversations of all departments.
  • The chatbot can assign a department to the active conversation via Dialogflow actions.

How to assign a department #

You can assign a department to a conversation in several ways:

  • Via Settings > Miscellaneous > Departments settings > Display in dashboard. This setting will force the user to choose a department when starting a new conversation.
  • Via Settings > Automations > More.
  • Via JavaScript the variable var Floatchat_DEFAULT_DEPARTMENT = ID;. Enter the code into the pages where the chat is displayed and replace ID with the department ID. For more details check the API here.
  • Via API.

Queue #

When the queue is activated via Settings > Miscellaneous > Queue, users enter into a queue automatically when an agent’s chat limit is reached. When a user enters the queue, a message with the current position in the queue and the estimated waiting time is displayed. Floatchat automatically assigns the conversations to all available agents proportionately. When an agent marks a conversation as completed (by archiving it), the queue is updated and a new conversation is received.

More information #

  • Only online agents are counted as “available” agents.
  • Only online agents will receive new conversations.
  • Admins are not included; admins always see all the conversations.
  • Agents must archive a conversation to mark it as completed; this will automatically give them access to the next conversation in the queue.
  • Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.
  • Agents can only view their conversations; however, they can see all of the conversations of a single user.
  • Agents can only search and filter their conversations.
  • The waiting time is displayed in minutes and is calculated as follows: queue position X response time = waiting time. For example, if a user is 5th in the queue, and the response time has been set to 4 minutes (via Settings > Miscellaneous > Queue), then the total wait time displayed to the user will be 20 minutes.
  • If a user is in the queue and leaves (e.g. by closing the browser) for more than 1 minute, the conversation is saved; however, once the user comes back, the queue is reset and the user will lose their previous position. If the user leaves, the conversation remains unassigned and therefore invisible to agents, but only visible to admins.
  • To enable agents to view all unassigned conversations, activate Settings > Miscellaneous > Hide conversations of other agents and View unassigned conversations.
  • The queue is compatible with the departments.
  • If Dialogflow human takeover is active, the queue is activated only on human takeover.
  • For conversations started from messaging apps like WhatsApp, it is not possible to respect the limit of conversations per agent, all conversations will be immediately and proportionally assigned to an agent.
  • Use the offline message to prevent the chat from showing the queue update message to the user.
  • When the sound option is active, a sound is played when it’s the user’s turn.

How to test the queue #

  • To simulate multiple users and agents, open the chat in multiple different browsers (e.g. Opera, Firefox, Brave, Chrome, etc.). Each browser can simulate two users/agents: one in normal mode and one in “private” or “incognito” mode.
  • To reset the chat and start a new user session, open the browser console, enter FloatchatF.reset(), and press ENTER.

Routing #

When the routing is activated via Settings > Miscellaneous > Routing, Floatchat automatically assigns the users conversations to all available agents proportionately.

Information #

  • Conversations are assigned to online agents first. If all agents are offline, conversations are assigned proportionally between all agents.
  • Conversations are assigned to agents with less active conversations. A conversation is active if it’s not deleted, or archived. If routing is active, you should archive the conversations once completed.
  • Admins are not included; admins always see all the conversations.
  • Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.
  • Agents can view only their conversations; however, they can see all of the conversations of a single user.
  • Agents can search and filter only their conversations.
  • The routing is compatible with the departments.
  • When routing is active agents can manually route conversations to other agents from the right panel of the conversations area.
  • If the conversation is archived and the user reopens it in the future by sending a new message, if the assigned agent in the conversation is offline, the conversation is assigned to another agent.

Manual routing #

When the routing is activated via Settings > Miscellaneous > Hide conversation of other agents agents see only their own conversations and can select the unassigned ones.

  • Agents menu: displays the agents’ menu to assign the active conversation to another agent.
  • Routing if offline: if the conversation is archived and the user reopens it in the future by sending a new message, if the assigned agent in the conversation is offline, the conversation is assigned to another online if there is at least one, otherwise to no agent.
  • View unassigned conversations: allow agents to view the unassigned conversations, when an agent replies the conversation is automatically assigned to him and the conversation is removed in real-time from the admin area of the other agents. Check this option to enable the manual routing.

Email piping #

Email piping lets you, your agents, and your users reply to chat messages via email.

Activation #

To activate the email piping go to Settings > Notifications > Email piping and enter your POP3/IMAP email server information, then set the email address to use for the email piping in Settings > Notifications > SMTP and you’re done! The email address must be the one to which the email piping server connects to. Floatchat will send all emails from this email address and you, your agents, and your users will reply to this email address.

Information #

  • The email address of Settings > Notifications > SMTP > Sender email must match the one used by the email piping server.
  • The setting Notifications > User email notifications must be enabled to send replies to the user email.
  • If you’re using the Artificial Intelligence app, and the settings Settings > Artificial Intelligence > Human takeover is active, no emails are sent if the chatbot knows the answer.
  • If the setting Convert all emails is active, all emails sent to your inbox will be converted to chat messages, mind that all emails, including spam, promotional emails and more would be wrongly converted too.
  • If the setting convert all emails is active, email sent by email addresses of agents and admins will be ignored, use another email address for testing.
  • If the setting convert all emails is active, each email sent directly to the email piping address will generate a new user conversation.
  • You can not use the same email address used for the email piping to reply. All your Floatchat agents and admins must use a different email address.
  • Agents must reply via email from the same email address registered in Floatchat.
  • When agents reply in Floatchat, emails are always sent to the user, even if user email notifications are disabled.
  • The email is sent to the Agents only if they are offline. If they are online no emails are sent.
  • For Google Gmail and Google Workspace emails, you need to replace your Google password with a Google app password, details on https://support.google.com/accounts/answer/185833 (Create & use App Passwords section). Enter imap.gmail.com as host and 993 as port.
  • Email piping requires php5-imap module (IMAP module). If it’s not installed on your server you can install it with the command apt-get install php5-imap. If you have issues contact your hosting/server support.
  • The Delimiter option add a text at the top of all emails:
    ### Please type your reply above this line ###
    . This text tells Floatchat to delete all the content below it and it’s usefult to cut out all of the reply quotes. Activate it if you see duplicated messages in the chat. If this option is active, you and your users can not use the string ### in the emails.
  • Email attachments are supported.
  • In order for email piping to work, email replies must contain the Floatchatrecipient’s name. Ex. Floatchat | Floatchat2457-4734 <example@email.com>. All major email clients like Outlook Web, Outlook, Gmail, Yahoo Mail, support the recipient’s name by default via chatbot reply or reply all buttons.
  • Because of the nature of how emails work, each email client uses their personal codes, delimiters, and automatic strings, and more. For this reason, some chat messages converted from emails can contain invalid texts. We are working to optimize as many email clients as possible, for now, the following email clients are optimized and should not return any invalid text: Outlook Web, Outlook, Gmail, Yahoo Mail.
  • Email piping supports departments, if the user’s conversation is assigned to a department, the email notifications are sent only to the agents assigned to that department.
  • If the email includes the reply-to attribute, it will serve as the primary user email address and notifications will be sent to that email.

Cron job #

  • Floatchat tries to process emails via cron jobs every 60 seconds, details here.
  • You can manually trigger execution and speed up cron jobs via API with the PHP function floatchat_email_piping(), or the WEB API function email-piping.
  • You can create a cron job that runs the URL [Floatchat-URL]/include/api.php?piping=true. Use the command */59 * * * * wget [Floatchat-URL]/include/api.php?piping=true to run it via a command. Replace [Floatchat-URL] with your Floatchat URL. To obtain the URL, follow these steps:
    If you are using the WP or PHP version, go to Settings > Miscellaneous > Floatchat URL. If you are using the cloud version, use this URL: https://cloud.Floatchat/script/include/api.php?piping=true&cloud=API-TOKEN and replace API-TOKEN with your own API Token which can be found at https://cloud.Floatchat/account/?tab=installation.
  • You can also use this cron job file: download. The cron job command is php -f YOUR-FILE-PATH/cron.php.
  • If you manually run the cron job, check the setting Disable cron job to stop Floatchat from manually triggering it and to improve performance.

Pusher #

Activate Pusher from Settings > Miscellaneous > Pusher to use the WebSockets instead of HTTP AJAX requests for the chat functionalities. WebSockets drastically improve the chat performance by removing the need for repeated AJAX requests to your server for checking for new messages and conversations. WebSockets also improve responsivness of the chat: faster messages delivery, more accurate online and typing status, more accurate online users list and more. If you are using the cloud version, this setting is automatically activated.

Activation #

  • Go to https://dashboard.pusher.com/accounts/sign_up and create a new account.
  • From your dashboard at https://dashboard.pusher.com, choose the Channels product by clicking Get started.
  • Enter the name of your app and choose the cluster closest to your location.
  • From the left menu of the dashboard click App Settings and enable client events.
  • From the left menu of the dashboard click Keys, copy App ID, Key, Secret, Cluster.
  • Go to Settings > Miscellaneous > Pusher, and paste app ID, key, secret, cluster.
  • You’re done.

Information #

  • Pusher is free to use for up to 200k messages and 100 concurrent connections per day. Messages are used for the following functions and more: user registration, online user status, chat messages, and chatbot messages. Pusher channels count calculation is explained here.
  • When Pusher is active the following AJAX requests are replaced by WebSockets: checking for new messages, checking for new conversations, online/offline status, typing status, online users list.
  • When Pusher is active the last activity value of users and agents is updated only on page load or when they send new messages.
  • When Pusher is active the option Settings > Users > Register all visitors is automatically activated and it can not be disabled.
  • If your server becomes overloaded, crashes, experiences excessive RAM usage, high CPU usage, or in general, slows down or has performance issues, activate Pusher.

Direct messages #

Direct messages allow you to send а single chat message, email, or text message, to a single user or several users. Read the information below to understand how it works.

  • To send a message go to the Users area and click the direct message icon. Direct message buttons are also available in the profile box of the user.
  • To send a message to all users, enter All in the User IDs field.
  • To send a message to a group of users, enter their IDs in the User IDs field. You can check the users and then click the direct message icon to enter the IDs automatically.
  • All message types support merge fields.

Direct chat message #

  • The chat message is sent to the active conversation, if any, otherwise to a new conversation.
  • If the option Settings > User email notifications is active, all users with an email are notified via email.
  • If the option Settings > Text message notifications > Active for users is active, all users with a phone number are notified via text message.
  • If the option Settings > Push notifications is active, a push notification is sent to all users.
  • The message is also sent to messaging apps such as WhatsApp and Messenger if the user is connected to them.
  • To send a message to all users of a single messaging app enter one of the following strings: whatsapp, messenger, instagram, telegram, twitter, google, wechat, viber, line. Enter tickets to send a message only to the users who created a Floatchat ticket via the Tickets app.

Direct email #

  • Email header and email signature are automatically included in all emails, set them from Settings > Notifications.
  • The HTML language is supported.
  • The subject supports merge fields.

Direct text messages #

  • To enable direct text messages you must enable the SMS in Settings > Notifications > Text message notifications.

Direct WhatsApp template messages #

  • For more details click here.

Automations #

Automations allow running multilingual automatic tasks when conditions set by you are met.

  • To delete a condition, set it to empty. To disable an automation, delete all conditions.
  • Automations are sent only 1 time to users.
  • If you used an automation in the past, and users already received it, you need to delete the automation and create a new one to show it to the users.
  • Repeat only works if used in conjunction with date time.
  • When date time is used in conjunction with the criteria is exactly, the value must not contain hours and minutes (hh:mm). Ex. 25/10/2021 (25/10/2021 10:30 will not work).
  • The setting Settings > Users > Register all visitors must be active if there are message automations that are executed on page load.
  • City, countries, languages work automatically only if both the settings Settings > Users > Register all visitors and Settings > Users > Full visitor details are enabled.
  • Cities work only if the user detail location is set and equal to city, country, or if the user detail city is set.
  • Countries work only if the user details country_code, or country is set, or if the user detail location is set and equal to city, country. The country name must be in english.
  • languages work only if the user details browser_language, or language is set.
  • A visitor is a Returning visitor only if it visits the website again after 24h or more.
  • The pop-ups appear only if the chat is closed, and they overwrite the default pop-up. You can check the message fallback option to send a message instead of showing the pop-up if the chat is open.
  • You may need to enable Settings > Users > Register all visitors if you want to send an automated message to new users.
  • Chat messages and popup fallback messages are sent only if the last user or agent message of the conversation is older than 10 minutes. This feature prevents unwanted automated messages to be sent during an agent-user conversation.
  • The Custom variable condition check for the JavaScript variables with the given names and values. For example, the condition example=ABC is met if into the chat’s page there is this JavaScript code: var example = “ABC”;. Add multiple variables separated by commas.
  • Automations are not compatible with the messagin apps like WhatsApp, Messenger, Instagram, Telegram, Twitter, Google, WeChat, Viber, Line.

Newsletter #

Follow the steps below to complete the synchronization with your newsletter service. The user is subscribed in the following cases: registration form, user update, follow-up message, subscribe message, email shortcode.

Mailchimp #

Brevo #

SendGrid #

  • To get the Key, follow the docs at https://app.sendgrid.com/settings/api_keys.
  • To get the List ID, enter in SendGrid and click Marketing > Contacts(https://mc.sendgrid.com/contacts), then click on a list, or create a new one. The last part of the URL is the list ID. Ex. https://mc.sendgrid.com/contacts/lists/8558c1e7-3c99-4428-a68f-78df2e437f8e (the list ID is 8558c1e7-3c99-4428-a68f-78df2e437f8e).

Elastic Email #

  • To get the Key, enter in Elastic Email, then click Settings from the top right profile menu. Click Create Additional API key (https://elasticemail.com/account#/settings/new/create-api), set a name and choose Plugin or Full access, or Custom and make sure the permission Contacts is set to View & Modify.
  • The List ID is the list name. Important! Existing list’s or segment names must not have any spaces in them.

Campaign Monitor #

  • To get the Key, enter in Campaign Monitor, then click Account settings from the top right profile menu. Click API keys > Generate API key.
  • To get the List ID, enter in Campaign Monitor, then click List and subscribers from the top menu. Select a list and then click Settings from the left menu and copy the List API ID.

HubSpot #

  • To get the Key, enter in HubSpot, then get go to Settings > Integrations > Private apps and create a new app.
  • Enter app name, then open the Scope tab and add the following scopes: crm.lists.write, crm.lists.read, crm.objects.contacts.read, crm.objects.contacts.write.
  • Click Create app and copy the token. Paste the token into the Key field of Floatchat.
  • To get the List ID, enter in HubSpot, then get it from Contacts > List > List details.

Moosend #

  • To get the Key, enter in Moosend, then click Settings > API key.
  • To get the List ID, enter in Moosend, then get it from Audience > Email lists.

GetResponse #

  • To get the List ID, enter in GetResponse, then get it from Lists > Your list > Settings(https://app.getresponse.com/lists). Copy the List token value.
  • To get the Key visit https://app.getresponse.com/api.

ConvertKit #

  • To get the Key, enter in ConvertKit, then get it from Settings > Advanced > API secret.
  • To get the List ID, enter in ConvertKit, then get it from Grow > Landing Pages & Forms. Open you form and copy the numeric part of the URL. For example the ID of the form with URL https://app.convertkit.com/forms/designers/3003412/edit is 3003412.

ActiveCampaign #

  • To get the Key, enter in ActiveCampaign, then get it from Account settings > Developer.
  • To get the List ID, enter in ActiveCampaign, then get it from Left menu > Lists or Left menu > Contacts > Lists. Open your list and copy the list ID in the URL. For example the ID of the list with URL https://schiocco.activehosted.com/app/contacts/?listid=1&status=1 is 1. The list ID must be in this format: domain:list-ID. The domain is the first part of your dashboard URL. For example the domain of https://schiocco.activehosted.com/ is schiocco and the final value to insert in Floatchat is schiocco:1.

MailerLite #

  • To get the Key, enter in MailerLite, then get it from Left menu > Integrations > MailerLite API.
  • To get the List ID, enter in MailerLite, then get it from Left menu > Subscribers > Groups. View a group and copy the Group ID from the URL (e.g. ….group=18783408688903967…).

Mailjet #

  • To get the Key, visit https://app.mailjet.com/account/apikeys, or enter in Mailjet, then get it from Account settings > Account settings.
  • To get the List ID, enter in MailerLite, then get it from Contacts > Contacts lists > Your list. Get the List ID by clicking the ? icon next to the lists’s email, e.g. 1202546.

Sendy #

  • To get the Key, enter the Sendy settings area and copy the API KEY.
  • To get the List ID, enter your brand, then click View all lists and copy the list ID. The list ID setting must also include your Sendy full URL. Enter the URL plus the list ID spearated by the char |, e.g. https://example.com|TDf6o892Mx11VXGC51ui567u.

Amazon Web Services #

Amazon S3 #

Upload attachments to your Amazon S3 bucket instead of the server where Floatchat is installed. Follow the steps below to set it up.

  • Log in to AWS as the root user from https://aws.amazon.com/.
  • Enter the IAM dashboard and click Left menu > Access management > Users.
  • Click Add new user, enter the username and continue.
  • Select Add user to group and on the User groups section below click Create group. In Permissions policies search for AmazonS3FullAccess and select it. Click Create user group.
  • Assign the new group to the user you are creating and continue, then click Create user.
  • Select the newly created user and open the Security credentials tab.
  • In the Access keys area, click Create access key and select Application running outside AWS. Continue until you get the keys and save them in Floatchat > Settings > Miscellaneous > Amazon S3.
  • Visit the Amazon S3 dashboard and click Create bucket.
  • Set the bucket name and region you want. Save the region and name in Floatchat > Settings > Miscellaneous > Amazon S3. Check ACLs enabled and Bucket owner preferred. Uncheck Block all public access and all related checkboxes.
  • Click Create bucket.
  • This feature is technical and optional. Support does not cover any help related to this feature.
  • Be aware that it may take up to 24 hours for a newly created bucket to become active. If you have recently created an S3 bucket and it is not working, wait for 24 hours and try again.

More settings #

Saved replies #

Saved replies, also known as canned messages, refer to a collection of pre-written messages that agents can quickly access and employ in the chat editor.

  • Saved replies can be printed by typing # followed by the saved reply name, plus a space.
  • The saved replies pop-up can be opened by typing ##.
  • Use \n to do a line break.
  • If you are using the Dialogflow chatbot, the saved replies panel search will include results from Dialogflow Intents.
  • You have the option to add all Dialogflow Intents to the saved replies list by using the setting at Settings > Artificial Intelligence > Google > Add Intents to saved replies.

NOTIFICATIONS

Notifications #

To understand how notifications work and when they are sent read the information below. If you think notifications are not working, most probably you’re just testing them in the wrong way, please read the information below before asking for support.

Email notifications #

Both agents and users can receive an email notification when a new message is received.

Email notifications for admin and agents #

  • When a user sends their first message, if the conversation is assigned to a department, an email is sent only to the agents assigned to that department, if the conversation is assigned to a specific agent, an email is sent only to that agent, otherwise an email is sent to all agents who are not online at the moment. Subsequent emails are sent only to the last agent in the conversation.
  • Email notifications are sent only if the last agent in the conversation is offline.
  • If you’re using the Artificial Intelligence app, and Settings > Artificial Intelligence > Human takeover is active, no emails are sent if the chatbot knows the answer.
  • To prevent admins from receiving email notifications check Settings > Notifications > Do not send email notifications to admins.

Email notifications for users #

  • When an agent sends a message to a user, an email is sent to the user only if the user is offline.
  • Only 1 email is sent. Subsequent messages will not trigger a new email alert.

Create the email #

To manage the emails and create the contents go to Settings > Notifications. You can use text and HTML. New lines are automatically converted to <br />. You can use the following merge fields in the email. Merge fields are automatically replaced with the updated information.

Code Description
{recipient_name} The name of the user or agent who is receiving the email.
{sender_name} The name of the user or agent who was sending the message that triggered the email notification.
{sender_profile_image} The profile image of the user or agent who was sending the message that triggered the email notification.
{message} The links to any attachments that were part of the message that triggered the email notification.
{attachments} Emails may not be delivered for several reasons; below are the most common ones:

Cron job #

You can run the following cron job for sending email notifications to both users and agents, in which case you also need to select Settings > Notifications > Email notifications via cron job. Sending emails via cron job will improve your email notifications: they will include the whole conversation and will be sent only 1 time. If you are using the cloud version, use this URL: https://cloud.floatchat/script/include/api.php?email-notifications=true&cloud=API-TOKEN and replace API-TOKEN with your own API Token which can be found at https://cloud.Floatchat/account/?tab=installation.

  • You can create a cron job that runs the URL [Floatchat-URL]/include/api.php?email-notifications=true.
  • Use the command */59 * * * * wget [Floatchat-URL]/include/api.php?email-notifications=true to run it via a command.
  • Replace [Floatchat-URL] with your Floatchat URL, get it from Settings > Miscellaneous > Floatchat URL.
  • We don’t provide support for problems related to your cron job.

Problems? #

Emails may not be delivered several reasons; below are the most common ones:

Reason Description Solution
Hosting problems The email server of your web hosting provider is not able to send emails or the emails are sent but they are automatically detected as spam and deleted by the email clients. If the settings at Settings > Notifications > SMTP are not set, your server will send the emails instead. Contact your web hosting provider regarding email support or use your SMTP server by activating it in Settings > Notifications > SMTP.
SMTP problems The email is not sent also if you activated the SMTP option in the Notifications area. If you don’t receive the emails make sure they are working by sending a test email from Settings > Notifications > Send a user email notification or Send an agent email notification. If you don’t receive the test email, your SMTP server, is not working. Open the browser console for more details about the error. Because this is not an issue related to Floatchat​ , the support doesn’t cover it, please contact your server/hosting/SMTP support instead. You can use sendgrid.com, you can send 40000 emails for 30 days for free, then 100/day forever for free.
Google Gmail The email is not sent also if you activated the SMTP option in the Notifications area and you are trying to the Gmail SMTP server. If you’re using Gmail enter smtp.gmail.com as host and set 465 or 587 as port. You need also to allow access to Gmail to less secure apps, you can do it from https://myaccount.google.com/lesssecureapps.

Push notifications #

Push notifications are like Desktop notifications but with some key difference. Desktop notifications, also called Web notifications, are requested directly by the client while Push notifications come from a server. The main difference is that the Push notifications work always, also if your device is offline, or Floatchat is not open. Also, they are persistent and always visible until closed. Push notifications require an external service to work. We support Pusher and OneSignal, they are free to use for up to 2000 users/devices. Pusher does not support iOS devices. You need to use OneSignal if you have an iOS device. The cloud version of Floatchat uses OneSignal and OneSignal account by default, you do not have the option to configure it.

Activation – Pusher #

  • Go to Settings > Notifications > Push notifications and select Pusher as provider.
  • Go to https://dashboard.pusher.com/accounts/sign_up and create a new account.
  • From your dashboard at https://dashboard.pusher.com, choose the Beams product by clicking Get started.
  • Enter the Instance name and create the instance. You can enter any value you want.
  • From the left menu of the dashboard click Keys, copy the Instance ID and Primary key.
  • Enter the Floatchat admin area, go to Settings > Notifications > Push notifications, and paste instance ID, primary key.
  • If you are using the WordPress, you have to access the Floatchat admin area outside of WordPress, click here for more details.
  • You’re done. Pusher does not support iOS devices. You need to use OneSignal if you have an iOS device.

Activation – OneSignal #

  • Go to Settings > Notifications > Push notifications and select OneSingal as provider.
  • Go to https://dashboard.onesignal.com and create a new account.
  • Go to Settings > Platform create a push notification integration and select the Web Configuration.
  • Enter a name and the domain where Floatchat is installed. Enter only the root domain URL, excluding the full admin Floatchat URL. For instance, if the Floatchat URL is https://www.example.com/Floatchat/admin.php, just enter https://www.example.com.
  • If you are using the WordPress, you have to access the Floatchat admin area outside of WordPress, click here for more details.
  • Scroll to Advanced Push Settings – Service Worker and enter the following service worker values.
    • Path to service worker files: get the value from Settings > Notifications > Push notifications > Service Worker path.
    • Main service worker filename: sw.js
    • Updater service worker filename: sw.js
    • Service worker registration scope: get the value from Settings > Notifications > Push notifications > Service Worker path.
  • Scroll to CLICK BEHAVIOR and as Matching Strategy select Origin: Take actions on a previous tab open to the same domain.
  • Click Save.
  • Go to Settings > Keys & IDs and copy AppID and Rest API Key. Paste them into Floatchat > Settings > Notifications > Push notifications > App ID and API key. Click Save changes.
  • For iOS users only, access the Floatchat admin area via Safari, then click the Share button and select Add to Home Screen.
  • Reload Floatchat and you should see the prompt to activate the Push notifications. If you do not see it click Settings > Notifications > Push notifications > Subscribe.

 

Activation for users #

  • Download the service worker file here.
  • Upload this file to your site at the following location: https://your-site.com/service-worker.js
  • Go to Settings > Notifications > Push notifications > Service Worker URL and enter the URL of the file. E.g. https://your-site.com/service-worker.js. If you are using the cloud version, enter https://cloud.Floatchat/sw.js. If you are using the SaaS version, replace cloud.Floatchat with your domain.
  • You’re done.

Information #

  • Pusher is free to use for up to 1000 concurrent subscribers. While you should be able to use the free plan for the admin area and all the agents, you may need a paid plan for Push notifications sent to the users depending on your site traffic.
  • Push notifications only work for full HTTPS websites. The only exception is localhost to ease development.
  • When a user click the notification the last page visited by the user is open and the chat is open automatically.
  • On desktop the browser needs to be running since that is the process that receives the push messages.
  • When Push notifications are active, they replace desktop notifications.
  • On Android and mobile devices, desktop notifications may not work, in which case you need to use Push notifications.
  • If Push notifications are active and not working, disable them and try again.
  • Push notifications can not be received on a desktop PC unless a browser is running.
  • Push notifications on iOS devices (iPhone) are available only from iOS 16.4. You need to install Floatchat as a PWA (details here). You need to use OneSignal. Pusher does not support iOS devices.
  • To reset the OneSignal subscription and subscribe again check the docs at https://documentation.onesignal.com/docs/clearing-cache-and-resetting-push-permissions.

Push notifications for admin and agents #

  • When an agent click the notification the admin area is open and the right conversation is selected. If the admin area is already open the notification will not open a new tab.
  • When a user sends their first message, a Push notification is sent to all validated agents; subsequent notifications are sent only to the last agent in the conversation.
  • If you’re using the Artificial Intelligence app, and Settings > Artificial Intelligence > Human takeover is active, no notifications are sent if the chatbot knows the answer.
  • If you’re using the WordPress version, Push notifications are not supported in the WordPress admin area, you need to access the Floatchat admin area directly, more details here.
  • If the Routing setting is active, only the agent assigned to the conversation receive the notification, admins see all conversations but don’t receive notifications.
  • If the Queue setting is active, only the agent assigned to the conversation receive the notification. Notifications are not sent for messages sent by the user while waiting in queue. Admins see all conversations but don’t receive notifications.
  • If a user conversation is assigned to a department, only the agents assigned to that department receive the notification.
  • If a user conversation is not assigned to any department, only agents with no assigned department receive the notification.
  • Notifications are sent only if the last agent in the conversation is offline.
  • If human takeover is active, no notifications are sent if the chatbot knows the answer.
  • If Push notifications are not working, make sure you allowed the notifications, in Chrome you can check this from Privacy and Security > Site settings > Notifications. If they don’t work on a mobile device, try these steps too: install the PWA or delete it and install it again, restart the mobile device.
  • If Push notifications are not working, and you are using Windows, ensure that the notification feature is not being blocked by Windows. To do this, click on the Start button and search for Notifications. Then, open the Turn app notifications on or off option and verify that your browser is not being blocked.
  • If Push notifications are not working, ensure that the Floatchat admin area is not visible and open. If the admin area is open, please minimize it or open another window or browser tab.
  • If Push notifications are not working, your system might be blocking them. If you are using Windows 10+ check this link. If you are on Mac check this link.

Desktop notifications #

Desktop notifications #

  • Desktop notifications are not sent if the user is viewing a page with include the chat (the user browser is open and visible, and the active page contains the chat).
  • Desktop notifications are not supported on iPhone and iOS devices.
  • Desktop notifications work only for secure URLs that use HTTPS (not HTTP). Your Floatchat admin URL must use HTTPS.
  • When Push notifications are active, they replace desktop notifications.
  • If desktop notifications aren’t working, try the solutions in the Push notifications section.

Text message notifications #

Both agents and users can be notified via text message when a new message comes in. Text message notifications are provided by Twilio. Twilio is a paid service, but it is cheap, and you can use the trial version to test text message notifications for free.

Activation #

  • Go to https://www.twilio.com and create a new account.
  • Verify your phone number.
  • Complete the form and choose SMS.
  • Once into the dashboard, click Get a Trial Number, then Choose this number.
  • Enter the Floatchat admin area, go to Settings > Notifications > Text message notifications, and paste account SID, auth token, trial number (or a purchased phone number). Find all details in the Twilio dashboard.
  • If you’re using the trial version, you can send notifications only to verified numbers. Enter the Twilio dashboard and click the left button # (Phone Numbers), then click Verified Caller IDs and add your phone number.
  • To start using the service live and to receive text messages in Floatchat you need to purchase a phone number. After the purchase go to Phone numbers > Manage > Active numbers, click your number, and enter the URL of Floatchat get it from Floatchat > Settings > Notifications > Text message notifications > Get configuration URL.
  • You’re done.

Information #

  • Ensure that your agents and admins are assigned a phone number so that agent text messages can be sent to the appropriate numbers.
  • All phone numbers must have the country code starting with the symbol + (eg. +15558675310).
  • You can get the user’s phone number via registration form, follow-up message, subscribe messageor, or via [email] shortcode. You can manually enter the user phone from the admin area or via API.
  • When a user sends their first message, if the conversation is assigned to a department, a test message is sent only to the agents assigned to that department, if the conversation is assigned to a specific agent, a text message is sent only to that agent, otherwise an text message is sent an email is sent to all agents who are not online at the moment. Subsequent text messages are sent only to the last agent in the conversation.
  • Text message notifications are sent only if the last agent in the conversation is offline.
  • If you’re using the Artificial Intelligence app, and human takeover is active, no text messages are sent if the chatbot knows the answer.
  • To use the Sender ID feature enter the sender name in the Sender number field.

Sound notifications #

  • When Settings > Notifications > Sounds are enabled, a sound will play whenever a new message or conversation is received.
  • Audio will only play when the user or agent engages with the document by clicking somewhere in the admin area or on the page displaying the chat widget. This is because of a security feature of the browsers.
  • If the sound is set to repeat, it will loop as long as the admin area or the chat widget page is not open or minimized. If the the admin area or the chat widget page is open and visible, you will not hear the sound.

GOOGLE

Google #

The settings below are related to the Artificial Intelligence app.

Synchronization #

To start using the Google AI services and Dialogflow follow the steps below.

Automatic sync mode #

This feature is available only on the cloud version of Floatchat.

  • Click Synchronize now and complete the procedure.
  • If you want to activate the Dialogflow chatbot, check Settings > Artificial Intelligence > Google > Dialogflow chatbot. Also, you have to enter your chatbot Project ID or Agent Name, to get it follow the steps below.
  • You need to purchase credits to use this option.

Manual sync mode #

  • Enable the setting Floatchat > Settings > Artificial Intelligence > Google > Dialogflow Chatbot and save the changes.
  • Go to console.cloud.google.com and sign in.
  • Select or create a project by clicking the Select a project button on top-left.  Name the project as you want.
  • Activate the Dialogflow API by entering Dialogflow API on the top search bar. Click Dialogflow API and then click Enable.
  • Select the project and the go to Left menu > APIs and services > OAuth consent screen. Select External and click Create.  In App name enter what you want, in User support email and Developer contact information enter your email. Click Save and continue.
  • In the scopes area, click Add or remove scopes, scroll bottom and into the Manually add scopes area enter https://www.googleapis.com/auth/dialogflow,https://www.googleapis.com/auth/cloud-language,https://www.googleapis.com/auth/cloud-translation. Click Add to table and then Update and Save and continue.
  • In the test users area, click Add users and add your Google email, use the same email as the currently logged in account. Click Save and continue.
  • Go to Left menu > APIs and services > Credentials and click Create credentials, select OAuth client ID.  As Application type select Web application. Enter any name you want. In Authorised redirect URI enter the redirect URL, get it from Floatchat > Settings > Artificial Intelligence > Google > Authorised redirect URI. Click Create.
  • Copy Client ID and Client Secret and paste them into Floatchat > Settings > Artificial Intelligence > Dialogflow. Save the settings.
  • In Settings > APIs & Services > OAuth Consent Screen click PUBLISH APP. There is no need to complete the review process, leave it in the pending review state.
  • Click Floatchat > Settings > Artificial Intelligence > Google > Synchronize. Login with the same Google account you have used till now. On the next screen click Continue.  On the next screen select all scopes and click Continue.
  • Copy the Refresh token and paste it into Floatchat > Settings > Artificial Intelligence > Google > Refresh token.
  • You are done! If you want to activate the Dialogflow chatbot, check Settings > Artificial Intelligence > Google > Dialogflow chatbot. Also, you have to enter your chatbot Project ID or Agent Name, to get it follow the steps below. Note that the app does not need to be approved by Google.
  • If you are a Google Workspace user, go to https://admin.google.com/ and click Google Cloud Session control. Set Re-authentication policy to Never require re-authentication.

Dialogflow #

The information provided below is relevant to Dialogflow.

Get Project ID #

  • Log in to the Dialogflow ES console by going to dialogflow.cloud.google.com. You must sign in with the same Google account used during the synchronization.
  • Click the gear icon at the top left, near the chatbot name, and open the settings area. . If you haven’t created a chatbot yet, follow the instructions below to create your first bot.
  • Copy the Project ID .
  • Make sure to choose US / GLOBAL on the top left of the Dialogflow dashboard. Please note that our system does not support mega agents. .

Get Dialogflow CX Agent Name #

Location #

Set the location or region of your Dialogflow agent. This setting is optional if your agent location is set to global.

Welcome Intent #

Trigger the Dialogflow Welcome Intent for new visitors. The option Settings > Messages > Welcome message must be active.

Send the user details #

Send the user details of the registration form and email rich messages to Dialogflow.

Add Intents to saved replies #

Include the Dialogflow Intents into the saved replies. To access the saved replies option, go to Settings > Admin > Saved replies.

Create a basic chatbot #

If you haven’t created a chatbot yet, follow the instructions below to create your first one. The creation and management of your Dialogflow chatbot is handled entirely by Dialogflow. There are a lot of tutorials online that can help you create and configure your Dialogflow bot.

  • To create your first chatbot enter the Dialogflow console and create an agent. As Google project select the same project used during the synchronization.
  • Add a new Intent from the left menu and open it.
  • In the Training phrases area adds the user’s question you want the chatbot to reply to, add as many variants are you can. For example, if you want to the chatbot to reply to users asking for your business address, add variants like “what is your address”, “address”, “where are you”.
  • In the Responses area adds the chatbot answer as a text response. If you want to add buttons, cards, etc., you can use the rich messages.
  • You have created your first question and answer! Test if from the right area or from the Floatchat chat. Add new Intents to populate your chatbot with the questions and answers you want. You can include basic pre-built questions and answers by enabling the Small Talk feature from the left menu.

Here are some great resources to help you build a more complex chatbot: #

Actions #

The following actions give the chatbot the ability to interact with the website autonomously on behalf of the user. To use an action go to Dialogflow, edit an Intent, and add a new Custom Payload response with the following syntax: { “ACTION-NAME”: ACTION-VALUE }.

Action code Description
{ “human-takeover”: true } Disable the chatbot for 5 minutes, notify agents, and leave the conversation marked as unread.
{ “disable-bot”: true } Disable the chatbot for 5 minutes.
{ “redirect”: “URL” } Redirect the user to the given URL. Add the value “new-window”: true to open the URL in a new window.
{ “open-article”: ID } Open the article with the given ID.
{ “transcript”: true } Generate the conversation transcript as a text file and download it. Set it to email to send the transcript to the user’s email, add the value message: “Your message” to include a message in the email.
{ “tags”: [“Tag 1”, “Tag 2”] } Assign tags to a conversation.
{ “department”: ID } Change or set the conversation department and notify the agents.
{ “agent”: ID } Change or set the agent assigned to the conversation and notify the agent.
{ “send-email”: { “recipient”: “active_user”, “message”: “”, “attachments”: [] } } Send an email to the active user or agents. Attachments syntax: [[“name”, “link”], [“name”, “link”],…]}. Recipient value can be active_user or agents.
{ “update-user”: true } Tells the admin area to update the user of the active conversation. Use this action in combination with other actions to update the user details of the admin area in real-time.
{ “archive-chat”: true } Archive the chat and send the close message if active.
{ “update-user-details”: { “email”: “”, “last_name”: “”, “first_name”: “”, “extra”: { “phone”: [“+123456789”, “Phone”] }}} Update the details of the active user. You can update all details, including first_name, last_name, email, user_type, password You can update the user extra details, like the phone number, by entering the values into the extra key, the values must use the following syntax: “slug”: [value, “label”]. Download an example here. To upload an Intent go to the Intents area and click the 3-dots menu icon on the top-right, then click Upload Intent. Start the conversation by sending the message “start”.
{ “update-user-language”: “$language” } Update the user language, and the chatbot language if multilingual chatbots feature is active, to match the language requested by the user. The Dialogflow Entity value for the language is represented by the parameter $language.

Dialogflow Fulfillment #

The fulfillment data sent to your webhook URL is like below:

{

“responseId”: “4a58fc4f…”,

“queryResult”: {

“queryText”: “fullfilment”,

“parameters”: [],

“allRequiredParamsPresent”: true,

“fulfillmentText”: “Example”,

“fulfillmentMessages”: [{

“text”: {

“text”: [“Response”]

}

}],

“outputContexts”: [{

“name”: “projects/schiocco…”,

“parameters”: {

“no-input”: 0,

“no-match”: 0

}

}],

“intent”: {

“name”: “projects/schiocco…”,

“displayName”: “Fullfilment”

},

“intentDetectionConfidence”: 1,

“languageCode”: “en”

},

“originalDetectIntentRequest”: {

“payload”: {

“support_board”: {

“conversation_id”: “3002”,

“user_id”: “3777”

}

}

},

“session”: “projects/example/agent/sessions/3777-3002”

}

The payload and session fields contain the Floatchat user ID and conversation ID.

Dialogflow Information #

Chatbot training and optimization #

  • It will require some time for your chatbot to consistently provide correct answers to all questions. To improve its performance, you and your human agents should continuously train the chatbot by incorporating new question variations and Intents. This approach will effectively enhance the capabilities of your chatbot.
  • Agents can add new Intents and chatbot responses, and add new training phrases to existing intents on the fly from the admin area by moving the mouse cursor over a message and clicking the Dialogflow Intent icon. Enable Settings > Artificial Intelligence > OpenAI > Generate user expressions to automatically add variations of the question and to rewrite the answer. New Intents will contain also the responses, while the update of existing intents will add new training phrases only, but not new chatbot responses. If you’re using Dialogflow CX, the chatbot responses will be added to the latest flow used in the conversation if any, otherwise to the start flow.
  • If the chatbot is replying with the wrong intents, go to Dialogflow Console > chatbot Settings > ML Settings, and set the ML CLASSIFICATION THRESHOLD to a larger number, such as 0.6. Also check the Intent detection confidence.

Dialogflow Intent detection confidence #

When searching for a matching intent, Dialogflow scores potential matches with an intent detection confidence, also known as the confidence score. These values range from 0.0 (completely uncertain) to 1.0 (completely certain). Specify a value ranging from 0.1 to 1.0. Any answer provided by Dialogflow that is less than this value will not be considered. If you are utilizing Dialogflow alongside your OpenAI chatbot that is trained using your resources, it is recommended to configure the value as 0.81.

Knowledge Base #

Knowledge Base are automatically enabled. Knowledge Base is a feature that gives your chatbot the ability to search within documents (such as a PDF) or web pages to find an answer. To create your first Knowledge Base, go to cloud.google.com/dialogflow/docs/knowledge-connectors

Dialogflow response #

The full Dialogflow JSON response is automatically saved in the database, Floatchat_messages, column payload.

Ignore an Intent if it doesn’t fit the provided keywords #

Sometimes Dialogflow gives incorrect answers due to similar questions with different subjects. To solve this, you can instruct Floatchat to ignore an Intent if specific keywords are not present in the user’s message. Here’s how you can do it:

  • Enter Dialogflow and edit the Intent.
  • For each training phrase, select the keywords you want to be required and link them to a new Entity, or an existing one.
  • Under Actions and parameters check Required and add a new Prompt with value skip-intent
  • Save the Intent.

User attachments #

User attachments are sent to Dialogflow by appending the attachments to the message details in the following format:

[name:file-name.ext,url:URL,extension:file-extension]

Example:

[name:archive.zip,url:https://Floatchat/archive.zip,extension:zip]

[name:license.pdf,url:https://Floatchat/license.pdf,extension:pdf]

 

Chatbot attachments #

To allow the chatbot to send attachments, add a Custom Payload response and insert this JSON code:

{ “attachments”: [[“name”, “YOUR-LINK”], [“name”, “YOUR-LINK”], [“name”, “YOUR-LINK”]]}

Replace “name” with the actual name of the attachment to display and replace “YOUR-LINK” with the actual URL of the file. Images attachments are displayed automatically as images. 

Rich messages #

To allow Dialogflow to send rich messages, simply enter the rich message shortcode into the TEXT RESPONSE field or add a new Custom Payload response and insert this JSON code: { “rich-message”: “shortcode” }. Replace “shortcode” with the rich message shortcode, to have a valid JSON code you need to replace all chars with \”. To obtain the shortcodes or to learn how to create a rich message, please click here.

Rich message response #

When the user interacts with rich messages via the Floatchat chat (e.g. by clicking a button), the rich message response is sent to Dialogflow in the following format: ID|response, or ID if the rich message type is registration, email, follow up, in this case the rich message values are sent as array in the queryParams[‘payload’] key. ID is the rich message ID, which can be set by adding the attribute id=”YOUR-ID” to the shortcode. If no ID has been set, a random ID will be used instead. response is the input or selection of the user. To block Dialogflow from replying to a rich message add a new intent with ID as the only user expression and no response.

If the user is interacting with the chatbot via a messaging app (e.g. WhatsApp), the response of the rich message does not contain the rich message ID and Dialogflow contexts must be used to allow Dialogflow to understand which Intent to activate for a specific rich message response.

Get rich message response for registration, email, follow up #

  • Check the option Floatchat > Settings > Artificial Intelligence > Google > Send user details.
  • From Left menu > Fulfillment enable Webhooks, you only need to enter the URL of the file that will receive the Dialogflow webhook data.
  • Create an Intent with the ID of the rich message, for the registration form, enter registration, for the follow up form enter Floatchat-follow-up-form, for email forms enter email.
  • Enable the Fulfillment for the Intent.
  • You’re done! The file of the webhook URL will receive the Floatchat rich message user details.

Sequential survey #

To create a sequential survey like the one of the demo you need to enter the Rich message ID in the Training phrases, check the example below.

  • Go to Dialogflow and create a new intent. In the Training phrases area enter the user expression survey example. In the Responses area enter the code [buttons id=”test-survey-1″ options=”Software,Physical products,Services” title=”What is your type of business?” message=”Please choose the type that best suits your company.” success=”Your company type is “]
  • Create a new intent. Enter the user expression test-survey-1 and as response enter [select id=”seq-survey-2″ options=”Priority post, Express courier, International courier” title=”Shipping methods” message=”Choose the preferred shipping method of your customers” success=”Your customers preferred shipping method is”]
  • Create a new intent. Enter the user expression test-survey-2 and as response enter Thank you for completing our survey!.
  • You’re done.

Department linking #

  • Get the department IDs from Settings > Miscellaneous > departments.
  • Get the project IDs from the Dialogflow settings area of your agents.

More information #

  • Dialogflow supports the use of voice messages through speech recognition. WhatsApp audio messages and .ogg audio files are not natively supported. To support WhatsApp audio messages and .ogg audio files, activate Settings > Artificial Intelligence > OpenAI > Speech recognition.
  • You can activate the chatbot via API but sending a message with no text and payload { “event”: “activate-bot” }.
  • The following details are sent to Dialogflow in the queryParams parameter when detecting an intent: conversation_id, user_id.
  • To trigger the welcome event in Dialogflow CX, create a Event Handler and insert Welcome as Custom Event.
  • Floatchat articles are synchronized automatically with the Dialogflow knowledge base.
  • Use the JS variable Floatchat_DIALOGFLOW_AGENT = “AGENT ID” to change the default Dialogflow agent, replace “AGENT ID” with the project ID.
  • If the user sends the same message again, triggering the same Intent in Dialogflow, and OpenAI is active, Floatchat will attempt to send a message from OpenAI and will ignore the response from Dialogflow.
  • You can access the user_id and conversation_id of the current user and conversation in Dialogflow CX using the $session.params.user_id and $session.params.conversation_id codes, which are located in the Condition area of the route.

Multilingual Chatbot #

The feature Artificial Intelligence > Google > Multilingual checks if there is a Dialogflow agent in the user’s language and activate it.

  • For this feature to work the user language must be know. The user language is based on the language user detail of the user if set, otherwise on the user browser language. The language can also be detected with the language detection feature.
  • Make sure to activate this setting even if your OpenAI sources consist of multiple languages.

Automatic Translation #

The automatic translation feature automatically translates user messages into agent language and agent messages into user language. To enable it check the option Settings > Artificial Intelligence > Automatic translation and complete the synchronization process. The multilingual via translation feature also requires these steps.

  • The Google account used for the Dialogflow synchronization must have billing and the cloud-translation service enabled, to do that follow the steps below:
  • Log in to https://console.cloud.google.com with your Google account and select the project of your Dialogflow Agent.
  • On the top search bar type cloud translation, select the Cloud Translation API service and enable it. Please note that this is a paid service with a free tier, additional charges may occur.
  • Enable the billing by clicking Left menu > Billing and by enabling a billing account with a valid payment method. Enable billing for the project of your Dialogflow agent.

Information #

  • The user messages in the admin area are translated automatically in real-time to match the agent language.
  • The agent messages are translated automatically in real-time to match the user language.
  • Agents can view the original message by opening the message menu and by clicking View original message.
  • The agent language is based on the language user detail of the agent if set, otherwise on the browser language, or admin area language.
  • The user language is based on the language user detail, if set, otherwise on chat language, if set, otherwise on the browser language. The language can also be detected with the language detection feature.
  • The notifications are also translated.
  • To avoid translating a string, enclose it with the characters ` or “`.

Multilingual via translation #

The feature at Settings > Artificial Intelligence > Multilingual via translation automatically translates user messages into the default language of Dialogflow or OpenAI, and translates Dialogflow or OpenAI messages into the language spoken by the user. Additionally, this feature translates all text displayed within the chat, such as the chatbot’s rich messages, registration forms, and pop-up notifications. To enhance performance and minimize translation costs, the translations are automatically integrated into the translation files. Combine this feature with the language detection feature for optimal results.

  • The original texts must be in English.

Language detection #

Detect the language of the user’ messages and change the user language and Dialogflow agent language accordingly, if available, otherwise, show a fallback message. You can use the following merge fields in the message: {language_name}.

  • The user message must be at least 2 words long.
  • Language detection is executed only for the first 2 user messages of a conversation.
  • As long as the OpenAI chatbot is operational and programmed to respond to generic inquiries, the fallback message will never be dispatched, since OpenAI will consistently provide answers to any use message.

Google search #

The Google search features give your chatbot the ability to search for answers on Google and your website and automatically correct misspelled user questions. To start using it, follow the steps below.

  • Register at https://programmablesearchengine.google.com/.
  • Create a search and setup it is as you want. We recommend to add only your website and Wikipedia if you want your chatbot to reply to general questions, leave disabled the option Search the entire web. Use the setting Entities to exclude invalid results.
  • Go to Edit search engine > Setup > Basic and copy the Search engine ID value, paste it in Floatchat.
  • To get the API key visit https://developers.google.com/custom-search/v1/overview and click Get a key.

Spelling correction #

In the case where Dialogflow is unable to find the appropriate response to the user’s message, this function verifies if there are any spelling errors. If any such errors exist, Dialogflow is prompted again with the correctly spelled version of the message for an accurate response. Although it has a lower priority, this feature can still work together with the OpenAI Dialogflow spelling correction feature.

Entities #

The Entities setting analyze the user’s message and recognize and extract entities like cities, events, dates, and more. Use it to exclude invalid results returned by Google search. To enable this setting follow the steps below.

  • Log in to https://console.cloud.google.com with your Google account and select the project of your Dialogflow Agent.
  • Enter Cloud Natural Language API in the search bar at the top, select Cloud Natural Language API and enable the API .
  • Enable the billing by clicking Left menu > Billing and by enabling a billing account with a valid payment method. Enable billing for the project of your Dialogflow agent.

Information #

  • The Google search is performed only if the chatbot does not know the answer to the user’s question and if the length of the user’s message is greater than 4 characters.
  • If the Google search returns a result, the Dialogflow context google-search is automatically activated. The context contains the attribute link which is the website’s link of the Google search result. Use the context to create a new intent that provides the link, if the user sends a message like tell me more or I want to know more.
  • Google Search is not required to activate the spelling correction. You can disable Google Search and activate only spelling correction.
  • If Google Search is active, it will have priority over OpenAI.

OPENAI

OpenAI #

The settings below are related to the Artificial Intelligence app.

Synchronization #

Automatic sync mode #

This feature is available only on the cloud version of Floatchat.

  • The automatic sync mode is ready-to-use and does not require any additional settings.
  • If you want to activate the chatbot, check Settings > Artificial Intelligence > OpenAI > Chatbot.
  • You need to purchase credits to use this option.

Manual sync mode #

The OpenAI (ChatGPT) integration gives your chatbot the ability to answer general questions about almost anything you can imagine. To start using it, follow the steps below.

Information #

  • If OpenAI is not working, click here.
  • If you want to send only the latest user message and prevent all previous conversation messages from being sent to OpenAI, you can select the option Omit previous messages. If OpenAI is unable to reply after a few user messages, you can try checking this option and attempting again.
  • If Dialogflow is active, the OpenAI query is performed only if the chatbot does not know the answer to the user’s question and if the length of the user’s message is greater than 4 characters.
  • The following settings are compatible with OpenAI: Smart reply, Human takeover, Disable for the tickets area, Disable during office hours, Bot response delay, Reply to user emails, Reply to user text messages.
  • The following Google settings are compatible with OpenAI: Multilingual, Multilingual via translation, Automatic translation, Language detection
  • If a human takes control, the OpenAI chatbot is deactivated, and is remains deactivated also if the agent goes offline. The Dialogflow chatbot continues to function whenever necessary.
  • The default model is gpt-3.5-turbo.
  • OpenAI supports the use of voice messages through speech recognition.

Settings #

See information about most OpenAI settings here.

Assistant #

This features allow you to use your own GPTs (assistants) created at https://platform.openai.com/assistants. The assistant is used only for the chatbot, and smart replies, not for the message rewriting and other features. If you are using the cloud version you have to set Settings > Artificial Intelligence > OpenAI > Sync mode to Manual and use your own API key.

Chatbot #

The OpenAI chatbot feature functions similarly to Dialogflow, providing automated responses to user messages. Select the Chatbot mode setting to specify the questions that the chatbot is capable of responding to. Utilize the human takeover feature to enable the chatbot to redirect the chat to a human agent as necessary.

Fallback message #

The fallback message is sent when OpenAI is unable to understand the user question. If the Dialogflow chatbot is enabled, the fallback message will be turned off and the Dialogflow chatbot’s fallback message will be utilized instead.

Prompt #

The prompt instructs OpenAI on how to respond by providing relevant information that can be utilized to answer user inquiries. To comprehend the process, refer to the example prompts listed below.

If you choose to activate the human takeover feature, you need to tell OpenAI to respond with I don’t know if it is unable to provide an answer to the user’s question. You should always include the following text in the prompt: Respond “I don’t know”, if not sure about the answer.

Prompt – Message rewriting #

This prompt instructs OpenAI on how to rewrite a message when the Message rewrite button is active. This prompt should be in English. Floatchat automatically add the following text when required: and use the user langauge, add greetings.

Replies from the training sources can be utilized with the prompt feature as they are compatible.

Spelling correction #

This feature automatically fix any spelling mistakes in the agent’s message.

Smart reply #

This feature allow to enable the Smart Reply feature also if the chatbot is not active. If the chatbot is active the Smart Reply feature will use OpenAI automatically.

Dialogflow spelling correction #

In the case where Dialogflow is unable to find the appropriate response to the user’s message, this function verifies if there are any spelling errors. If any such errors exist, Dialogflow is prompted again with the correctly spelled version of the message for an accurate response. Although it has a higher priority, this feature can still work together with the Google Search spelling correction feature.

Message rewrite button #

This feature adds a button to the text field of the conversation area, click on it to rewrite your message and make it more friendly and professional. Greetings will be added automatically if there is no previous agent messages. If your language is not English, you have to edit your agent/admin profile and set the correct language.

Speech recognition #

When this option is active, audio messages will be converted to written text.

  • You do not need to activate this feature for the chatbot to understand audio messages. The speech recognition feature of the chatbot is always enabled.
  • For this feature to work better, the user language should be know. To automatically detect the user’s language, you can enable the language detection feature.
  • The text will be displayed alongside the audio player.
  • The generated text is compatible with the translation features.

Source links #

When this option is active, the response will automatically include the links to the sources and training data used for generating the answer.

Note data scraping #

When this option is active, you will see a menu in the notes panel. The menu enables the automatic extraction of specific information from the user’s messages.

OpenAI parameters #

Floatchat allows you to adjust various OpenAI parameters such as temperature and logit_bias, for more details visit https://platform.openai.com/docs/api-reference/completions/create. Don’t set any values if you don’t know what these parameters do or OpenAI may stop working.

Logit bias #

The Logit bias parameter must be JSON string and the keys must be strings, for example: {“2435”:-100, “640”:-100}.

Generate user expressions – Option #

When this option is active, OpenAI will generate new user expressions in real time when you open the chatbot training window.

Generate user expressions – Button #

When you click the button Generate user expressions, openAI will update your Dialogflow agent and generate new user expressions for each Intent.

  • Make a backup of your Dialogflow agent first.
  • This task can take several minutes or even hours if your chatbot has a lot of Intents. Since the operation takes a long time, your server may interrupt the operation (operation timeout) before it finishes, in which case you need to click the button again. You can verify if the operation is interrupted by checking the browser console for errors.
  • This task is performed only once per Intent. Previously processed Intents will be ignored.
  • This task checks existing user expressions and does not create duplicates.
  • The first 5 user expressions will be used to generate new user expressions.
  • Since this is an automated process, we strongly recommend reviewing your Intents after the task has been completed.

Training #

With this feature, your chatbot can undergo training using your website texts or PDF documents. Once the training is successfully completed, the chatbot will be able to answer questions related to your contents.

  • To initiate the chatbot training, input the URL of your content in Settings > Artificial Intelligence > Open AI – Training Sources. It is possible to enter URLs for websites, text or PDF files, or XML sitemaps. PDF and text files can also be uploaded from Settings > Artificial Intelligence > OpenAI – Training Sources – PDF and Text Files.
  • Once the sources are set, click the Train your chatbot button and await completion of the training process.
  • You can add and manage personalized question and answers from Settings > Artificial Intelligence > OpenAI – Questions and answers and from the chatbot training window.

Information #

  • It is only possible to upload files in PDF and TXT formats.
  • You can provide the website URL and all child URLs will be included and crawled, but with large websites, it is more efficient and less prone to errors and infinite link loops to utilize an XML sitemap instead of relying on the website URL. You can create it with a service like https://www.xml-sitemaps.com.
  • If you want to train your chatbot using specific pages from your website instead of all of them, you can make use of an XML sitemap. Create one using a tool like https://www.xml-sitemaps.com, and then remove the pages you do not wish to include by editing the file in a text editor. To use the XML sitemap, you need to upload it either onto your server or an external online location. Afterward, add the URL of the sitemap in Settings > Artificial Intelligence > OpenAI – Training sources.
  • You can upload large files and your XML sitemap with a service like https://tmpfiles.org.
  • If you are training OpenAI with a multi-language website, you can limit the chatbot to retrieve answers only from the pages in the user’s language. To activate this feature, go to Settings > Artificial Intelligence > OpenAI > Multilingual Training Sources. For Floatchat to comprehend the language of your web pages, the <html> must contain the attribute lang.
  • As soon as the training is completed, the uploaded files are removed. Every time you need to retrain the chatbot, you are required to upload all the necessary documents for its training once again.
  • To add new training sources, simply train the chatbot again. The previous training sources will not be lost, and only the new sources will be added.
  • The Floatchat articles are used as training sources automatically.
  • The Floatchat conversations are used as training sources automatically. The training is done via cron job every 24 hours. Only user and agent messages are used, chatbot messages are ignored.
  • If you are using the cloud version, there are character limits for training the chatbot. However, if you are using the PHP or WP version, there are no limits imposed. You can view the character limits here.
  • The embedding model is essential for training your chatbot and handling all user messages. We currently use the text-embedding-3-small model. It is necessary for these scenarios and cannot be disabled or changed. You can find pricing information at https://openai.com/pricing. Check out the pricing for the text-embedding-3-small model in the Embedding models section.
  • The responses generated by OpenAI have the feature to include in the reply a link to the corresponding website page where the answer was sourced.
  • Click Delete training to remove all previous training data for the chatbot.
  • The embeddings are stored as JSON files in the Floatchat uploads folder and are secured using the password-by-filename approach.

AI

ARTIFICIAL INTELLIGENCE #

The settings below are related to the Artificial Intelligence app.

Human Takeover #

The human takeover can be activated from Settings > Artificial Intelligence > Human takeover. The human takeover can be activated automatically when the chatbot fails to understand a user’s message or it can be requested manually by the user explicitly asking to contact a human agent.

General information #

  • When the human takeover is activated the chatbot is automatically disabled for as long as the last human agent that replied to the conversation is online. If no agents have responded to the conversation yet, the chatbot will remain active. After that, the chatbot is activated again but no default fallback messages will be sent within 10 days of human takeover if the chatbot doesn’t know the answer to the user’s question in the same conversation. You can force a Dialogflow message to be always sent by adding to the Intent the custom Payload value “force-message”: true.
  • The OpenAI chatbot is disabled for 10 days, and it will continue to remain inactive even if the agent is offline.
  • The chatbot is fully activated again when the conversation is archived or deleted.
  • If you’re using Slack, no messages will be sent if the chatbot knows the answer. Once the human takeover is active all conversation’s messages are sent to Slack.
  • When a human agent reply to a user the human takeover is activated automatically.
  • The human takeover feature is compatible with OpenAI and will continue to function even if the Dialogflow chatbot is deactivated.
  • To fully disable the chatbot on human takeover, check the option Human takeover > Disable chatbot.
  • If the human takeover is already active, it will not be activated again, and the human takeover message will not be sent. The Fallback message will be sent instead.

Human takeover option #

When the option Human takeover is active the following happens:

  • If enabled, the request is sent only if the message sent by the user is longer than 3 chars and contains at least two words. This optimization prevents mistaken requests.
  • The conversations to which the chatbot was able to answer correctly, are marked as read and moved at the bottom of the Inbox list.

When the user confirms the human takeover, or if it is automatic, the following happens:

  • The conversation is marked as unread and moved on top of the Inbox.
  • Any future user messages in the same conversation sent within 10 days of the human takeover, and without an answer from the chatbot, will trigger agent notifications.
  • If agents email notifications are active, an email notification is sent to the agent assigned to the conversation, or, if the user’s conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
  • If Push notifications are active, a push notification is sent to the agent assigned to the conversation, or, if the user’s conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
  • If text message notifications are active, a text message is sent to the agent assigned to the conversation, or, if the user’s conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
  • No human takeover requests within 10 days of the human takeover will be sent in the same conversation.
  • The follow-up message, offline message, and subscribe message are activated.
  • If the queue is active, the queue is activated.

Manual human takeover – Dialogflow Only #

  • You can manually trigger the human takeover by creating a new Dialogflow Intent with the following Custom Payload response: { “human-takeover”: true }.
  • The manual takeover automatically notify agents via email and leave the conversation marked as unread.
  • To manually send a human take over request use the chips rich message with ID Floatchat-human-takeover. Ex. [chips id=”Floatchat-human-takeover” options=”Human support,Cancel” message=””].

Manual human takeover – OpenAI Only #

  • The human takeover can be requested manually by the user explicitly asking to contact a human agent. This setting is active by default. This setting is not compatible with the gpt-3.5-turbo-instruct model.

WhatsApp, Messenger, Telegram, and other messaging apps #

The make the human takeover request work on WhatsApp, Messenger, Telegram and the other messaging apps, you need to create a new Intent with human-takeover as input Context, nothing as output Context, a list of the user’s most common confirmation messages as Training phrases(e.g. ok, yes) and { “human-takeover”: true } as Custom Payload response .

Smart Reply #

Smart Reply suggests quick responses in real-time during a conversation. Once active, you will see the suggested replies in the conversation area, if any.

Information #

  • The Smart Reply feature initially checks for suggestions from the Dialogflow chatbot, provided it is active. If there is at least one suggestion, it will promptly display the results. However, if Dialogflow is inactive, or there are Dialogflow suggestions, the OpenAI suggestions will be returned instead.
  • If the language detection feature is active, the smart replies will use language detection as well.
  • If the multilingual via translation feature is enabled, the smart replies will utilize multilingual translation as well.
  • To read the complete text of a smart reply, hover the mouse pointer over it for a duration of 3 seconds.
  • To restore the previous message, press the keyboard shortcuts CTRL + Z.

Optimal configuration for the chatbot #

Floatchat provides powerful tools to assist you in the process of creating the chatbot.

  • Activate Artificial Intelligence > Google > Dialogflow chatbot. If you have general or specific inquiries that require a definitive response, or if you want to use rich messages like buttons, the Dialogflow chatbot is the best option and it can work alongside the OpenAI chatbot. The Dialogflow and OpenAI chatbots can work together simultaneously. More details here.
  • Keep improviding the chatbot from the chatbot training window.
  • Activate Artificial Intelligence > Smart Reply. More details here.
  • Activate the following OpenAI settings: Chatbot, Spelling Correction, Dialogflow spelling correction, Rewrite Message Button, and Generate User Expressions. More details here.
  • Train your OpenAI chatbot with your own content, more details here.
  • Set the value of Google > Dialogflow Intent detection confidence to 0.81.
  • If your website receives traffic from multiple countries, consider activating the following Google options: multilingual via translation, automatic translation, language detection.
  • Change the chatbot name from Settings > Users > Bot name.

Chatbot training window #

You can open the chatbot training window from the conversation area by hovering the mouse over a message, opening the message’s menu, and selecting Train chatbot.

  • If Dialogflow is active, a new Intent will be added to the main Dialogflow agent.
  • If OpenAI is active, the OpenAI chatbot will be trained automatically with the new information. You can control the questions and answers generated from this window from Settings > Artificial Intelligence > OpenAI – Questions and answers.
  • The Services to update option let you choose what chatbots to update. When updating a Dialogflow Intent, a new OpenAI question and answer will be generated.
  • The training window is not compatible with OpenAI assistants.

Problems? #

The most frequent reasons for OpenAI or Google not functioning properly are listed below. For more details about the issue, open the browser developer tools and then the console tab, send a message through the Floatchat chat, and an error should appear in the console. On Chrome you can open the console from Settings > More tools > Developer tools > Console.

OpenAI and Google #

  • There is a human takeover.
  • You can hire us to make the synchronization for you, details at the hire us page.

OpenAI #

  • Make sure to check the option Settings > Artificial Intelligence > OpenAI > Chatbot.
  • You reached the quote limit or you are encountering billing problems with your OpenAI account. Check it at https://platform.openai.com/account/usage.
  • If Dialogflow is enabled, OpenAI may not work correctly because your Dialogflow agent does not have the Fallback Intent. Please verify its presence on the Intents page, and if it’s missing, you can create it again by following the instructions here. To quickly check if this is the issue, you can disable Dialogflow and send a message consisting of 2-3 words. Then, check if the browser console has errors.
  • Make sure to read the general information.
  • If the training is not working as intended, for instance, if the chatbot is not responding to questions relevant to the training sources, and no training errors are being shown, there may be file permission issues. To address this, please ensure that the uploads folder includes the embeddings folder. It must exists and contains files.
  • Make a test with the model gpt-3.5-turbo-instruct.
  • Delete all of your OpenAI settings, leave only the OpenAI key and try again.
  • Try to use the OpenAI assistant instead.
  • If you are using the cloud version, you can use our OpenAI key by setting Settings > Artificial Intelligence > OpenAI > Sync mode to Automatic. If this resolves your problems, it means that the issue originates from your OpenAI account. You need to purchase credits to use this option.

Google #

  • Make sure to check the option Settings > Artificial Intelligence > Google > Dialogflow chatbot.
  • If your synchronization was not successful we suggest reviewing our documentation and repeating the synchronization steps to correct any errors. If needed, we provide integration services. Details at the hire us page.
  • You selected the wrong agent location.
  • Make sure are not using a mega agent.
  • Make sure to read the general information.

WORDPRESS

WordPress #

The settings below are related to the WordPress version of Floatchat.

User synchronization #

WordPress users can be automatically synchronized with Floatchat by selecting “WordPress” under the Users system in the Settings > WordPress area. When active, the front-end chat automatically recognize all logged-in WordPress users and create a new Floatchat user account with the same details (name, surname, email, and password). Also, the log-in form recognize the email and password of each WordPress user. On Floatchat login, the user is automatically logged in WordPress as well.

  • To create a WordPress user when a visitor register to Floatchat enable the option Settings > WordPress > WordPress registration and include password and email fields in the registration form, they are required. The WordPress user if logged in automtically.

More information #

Direct access and PWA #

You can access the admin area directly without going through WordPress by navigating to /wp-content/plugins/Floatchat/Floatchat/admin.php and logging in with your default WordPress user or agent email and password. Keep in mind that your wp-content folder might be different. By accessing the admin directly, you will also be able to use the admin area as a Progressive Web App. You can find more details on this by clicking here.

Login and logout #

To logout from the admin area of Floatchat , logout from WordPress from the admin area of Floatchat , once logged-out you will be able to login with another WordPress account. To access the admin area from within WordPress you must log in with one of the following WordPress user roles: administrator, author, editor.

Get a page or Post Type ID #

To get the ID of a specific page or Post Type, go to the admin area of WordPress and edit the page or post. The ID is displayed in the address bar. Example: http://your-site.com/wp-admin/post.php?post=11&action=edit&lang=en (the page/post ID is equal to 11).

Get a Post Type slug #

The Post Type slug of the blog archive and posts is post. The Post Type of the pages is page. To obtain the slug of a custom Post Type, go to the admin area of WordPress and open the custom Post Type page from the left menu. The slug is displayed in the address bar. Example: http://your-site.com/wp-admin/edit.php?post_type=food (the slug is food).

Disable WordPress Emoji #

The prevent WordPress from replacing the chat emiji with the WordPress ones Enter the code below in the file functions.php of your theme.

function disable_emojis() {

     remove_action(“wp_head”, “print_emoji_detection_script”, 7);

     remove_action(“admin_print_scripts”, “‘print_emoji_detection_script”);

     remove_action(“wp_print_styles”, “print_emoji_styles”);

     remove_action(“admin_print_styles”, “print_emoji_styles”);

}

add_action(“init”, “disable_emojis”);

 

WordPress Multisite #

If you have multisite installation, you must install Floatchat in the main website.

WordPress Multilingual #

If you want the chat to use the same language as the pages on your website, disable the Chat > Automatically translate option

WOOCOMMERCE

WooCommerce #

The settings below are related to the WooCommerce App for the WordPress version of Floatchat. The cloud and PHP versions are not with the WooCommerce app.

Dialogflow #

Getting started #

To start using the Dialogflow chatbot go Settings > WooCommerce > Dialogflow synchronization and click Synchronize entities now, then click Create Intents now. Once the synchronization is completed you’re done. The chatbot will start replying to the users’ questions.

Built-in Intents questions list #

By importing the built-in Intents the chatbot can answer the questions like the below ones. For the full list please visit the Intents area of the Dialogflow console.

  • Do you sell any shoes for less than $299?
  • Show me your bags
  • Do you have anything for women in promotion?
  • What are the best shoes of 2020?
  • Add Abstract Print to the cart
  • Remove Abstract Print from the cart
  • What do you sell
  • What’s the status of my order?
  • Where my order will be shipped?
  • Display the products in my cart!
  • Do you ship in Australia?
  • Where do you ship?
  • Open the shoes page.
  • Go to the cashmere tank page, please.

Actions #

The following actions allow the chatbot to interact with the shop autonomously on behalf of the user. To use an action go to Dialogflow, edit an Intent, and add a new Custom Payload response with the following syntax: { “ACTION-NAME”: ACTION-VALUE }.

Action code Description
{ “woocommerce-update-cart”: [ “cart-add”, “PRODUCT-NAME-OR-ID” ] } Adds a product to the user’s cart. Replace PRODUCT-NAME-OR-ID with the ID or full name of a product.
{ “woocommerce-update-cart”: [ “cart-remove”, “PRODUCT-NAME-OR-ID” ] } Removes a product from the user’s cart. Replace PRODUCT-NAME-OR-ID with the ID or full name of a product.
{ “woocommerce-checkout”: true } Redirects the user to the checkout page.

Multilingual #

  • The multilingual feature is compatible with WPML and Polylang plugins.
  • To activate the multilingual feature go to Settings > WordPress > Multilingual plugin and choose WPML or Polylang. The synchronization automatically creates the Entities in all available languages of your website. For a language to work, the chatbot must be translated into that language in Dialogflow, more details here.
  • The built-in Dialogflow Intents are only in English, to translate them go to your Dialogflow Console, choose the language you want to translate, go to the Intents page, and translate the existing WooCommerce Intents.
  • The multilingual feature for the WooCommerce products attributes requires the WooCommerce Multilingual Plugin if you’re using WPML, or Polylang for WooCommerce Plugin if you’re using Polylang.

More information #

  • If you edit an existing built-in WooCommerce Intent in Dialogflow and then you import again the intents from Settings > WooCoommerce > Dialogflow synchronization you will lose your customization. To keep your edits change the Intent name.
  • The chatbot can display up to 15 products via the slider rich message.
  • The chatbot is automatically updated every 60 min by default, but it can take longer. If you update a product, category, tag, or attribute, please wait a few hours for the new contents to take effect.
  • The synchronization detects the following events: product deleted, product restored from trash, product updated, new product added, product deleted, category or tag deleted, category or tag updated, new category or tag added.
  • To improve the chatbot add all the possible variants of an attribute, including the variants not used in your products. Example: if you sell only yellow and red t-shirts add all possible colors to the attribute color, not only yellow and red.
  • You can manually synch the chatbot at any time from Settings > WooCommerce > Dialogflow synchronization.
  • Products must have the Regular price attribute set.
  • Products names must not use the double-quote char: .
  • Some multilingual feature is not compatible with sub-domains or external domains language URLs.

Merge fields and shortcodes #

The following merge fields and shortcodes can be used in emails and messages.

Code Description Compatibility
{product_images} Slider of product’s images. If there are no results, the full message is replaced by “No results found”. Dialogflow
{shipping_location_check} Check if the store ship in the given country. Dialogflow
{product_attribute_terms} Attribute terms list of a product’s attribute. Dialogflow
{product_attribute_name} Attribute name of an attribute term. Dialogflow
{category_link} Category page link. Dialogflow
{tag_link} Tag page link. Dialogflow
{product_name} Product name. Dialogflow, Automated Messages
{product_image} Product image. Dialogflow, Automated Messages
{product_price} Product price. Dialogflow, Automated Messages
{product_description} Product description. Dialogflow, Automated Messages
{product_rating} Product rating. If the product has no ratings yet, the full message is replaced by “[product name] has no ratings or reviews yet.”. Dialogflow, Automated Messages
{product_link} Product link. Dialogflow, Automated Messages
{shipping_locations} List of the shipping countries. Dialogflow, Messages, Automated Messages
{shop_link} Shop link. Dialogflow, Messages, Automated messages
{cart_link} Cart link. Dialogflow, Messages, Automated Messages
{cart} List of the products in the user’s cart. If the cart is empty, the full message is replaced by “Your cart is currently empty”. Dialogflow, Automated Messages
{order_status} Status of the last user’s order. If the user has never placed an order, the full message is replaced by “You haven’t placed an order yet”. Dialogflow, Automated Messages
{order_details) Details of the last order user’s order. If the user has never placed an order, the full message is replaced by “You haven’t placed an order yet”. Dialogflow, Automated Messages
{product_card} Product card. Optional attributes:

  • id The product ID.
  • link-type The action on user click. Available values: purchase, checkout, link. Default: purchase.
  • link-text The button text. Default: Purchase.
Dialogflow, Messages, Automated Messages
{products_slider} Search for the products matching the given attribures and display them in a slider of products cards. If there are no results, the full message is replaced by “No results found”. Optional attributes:

  • id The products IDs separated by commas. If this attribute is setted, all other attrbutes are ignored.
  • tag Display only the products of the given tag.
  • category Display only the products of the given category.
  • discounted Set it to true to show only the products in promotions.
  • rating Display only the products with a rating equal or bigger than the given value. Enter a value from 1 to 5.
  • max-price Display only the products with a price equal or smaller than the given value. Enter a number.
  • min-price Display only the products with a price equal or bigger than the given value. Enter a number.
  • attribute Display only the products with the given attribute term.
  • link-type The action on user click. Available values: purchase, checkout, link. Default: purchase.
  • link-text The button text. Default: Purchase.
  • language The language code of the products to display.
Dialogflow, Messages, Automated Messages
{payment_methods} Available payment methods. Dialogflow, Messages, Automated Messages
{coupon} Generate a coupon code. Optional attributes:

  • discount The coupon discount in percentage.
  • expiration The coupon expiration. Example: ’60 seconds’, ‘5 hours’, ‘2 days’.
Dialogflow, Messages, Automated Messages
{product_names} Products names. Only where specified
{discount_price} Discounted product price or total discounted price of multiple products. Only where specified
{original_price} Original product price or total original price of multiple products. Only where specified
{carts} Multiple users carts list with products. Only where specified
{purchase_button} Purchase product button. Only where specified
{html_product_card} Product details card. Email
{html_products_list} List of products details cards. Email

Rich Messages #

Shortcode Description
[woocommerce-button name=”” ids=”” coupon=”” checkout=”true”] Add a product or multiple products to the user’s cart. Optionally apply a coupon code, and redirect the user to the checkout page.

More information #

Waiting list #

  • The message is sent automatically when a user visits a page of a product that’s out of stock.
  • The message is sent automatically when a user tries to purchase a product that’s out of stock via the chatbot.
  • The message is sent a maximum of 1 time every 24 hours for each out of stock product.
  • If the user’email is not set, the chat asks for the user’ email automatically.

Removed item from cart notification #

  • If the coupon is included, the chat message is sent only for the first removed item, then again after coupon expiration.
  • The coupon is valid only for the removed items.
  • The following merge fields can be used in the email subject too: {coupon}, {discount_price}, {original_price}, {product_names}, {customer_name}.
  • Only the users with an email will get notified via email.

Returning visitors notification #

  • The chat message is sent after 15 seconds.
  • The chat message is sent to the active conversation, if any, otherwise to a new conversation.
  • A visitor is a “returning visitor” only if at least 24 hours have passed since the last visit.
  • The chat message is sent only 1 time, if the visitor returns again, the message is not sent.

Follow-up message #

  • If the message contains a coupon, the message is sent only if there are no other valid coupons assigned to the user.

Miscellaneous #

  • When a visitor completes a purchase, if an existing Floatchat user exists, it is updated with the details provided in the checkout form.
  • The automatic messages(abandoned cart message, follow-up messages,…) are sent to the active conversation, if any, otherwise to a new conversation.
  • The default coupon values are 0% discount and 7 days expiration.
  • Coupons in the trash are still valid, you must permanently delete them.
  • All coupons can be used only 1 time.
  • Expired coupons are deleted automatically via cron jobs.
  • The products pop-up of the admin conversations area search by product name, description, and price.
  • The products pop-up of the admin conversations area is multilingual and displays automatically the products of the user’s language if available.
  • To view orders of guest users who did not send any chat message before the purchase you need to enable Settings > Users > Register all visitors.
  • The setting Ticket products selector > Exclude products accepts WooCommerce product IDs separated by commas.

WhatsApp shop #

To allow a user to purchase your WooCommerce shop products on WhatsApp the product ID of your WhatsApp shop products must be the same as the product ID of your WooCommerce products. Once the user has sent the WhatsApp order, WooCommerce automatically saves it, use the merge field {catalog_checkout} to send the user the checkout link.

Use the plugin https://wordpress.org/plugins/facebook-for-woocommerce/ to automatically synchronize the WooCommerce products with the WhatsApp shop products.

TICKETS

Tickets #

The settings below are related to the Tickets App.

Installation and usage #

PHP installation #

To display the tickets area include the following script into your page.

<script src=”Floatchat/js/min/jquery.min.js”></script> <!– Not required if jQuery is already loaded –>

<script id=”Floatchatinit” src=”Floatchat/js/main.js?mode=tickets”></script>

  • You can not include both chat and tickets area on the same page. Make sure to remove the script that loads the chat. You can show the tickets area also by inserting the code <script>Floatchat_TICKETS = true;</script> into any page showing the chat.
  • To set the position of the tickets area Enter the code <div id=”Floatchat-tickets”></div>. The tickets area will be displayed inside this div element. By default, the tickets area is appended to the body.

WordPress installation #

To display the tickets use the shortcode [Floatchat-tickets]. Insert it in any page, post, or post type item.

Cloud version installation #

To display the tickets area include the cloud chat script into your page and add the attribute &mode=tickets to the script URL, e.g. <script id=”chat-init” src=”https://cloud.Floatchat/account/js/init.js?id=65895623&mode=tickets”></script>. You can show the tickets area also by inserting the code <script>Floatchat_TICKETS = true;</script> into any page showing the chat.

Information #

  • If the tickets area is not visible, make sure to uncheck the option Tickets > Manual initialization. Additionally, you can explore other potential reasons for this issue here.
  • Tickets are the same of chat conversations and messages, the only difference from the chat is the front-end panel.
  • Most of the settings of the chat are compatible with the Tickets App but not all of them. The dashboard settings, the pop-up message, and more are not compatible.
  • Dedicated APIs for the Tickets App are available in the API section.
  • To remove the mandatory ‘New ticket’ form for new users, activate the welcome message of Settings > Messages > Welcome message. The welcome message delay is ignored in the tickets area, the message is sent immediately..
  • To manually disable the mandatory registration only on a single page use the JavaScript code var Floatchat_REGISTRATION_REQUIRED = true. Set it to true to force the registration instead.

WHATSAPP

WhatsApp #

The settings below are related to the WhatsApp app.

Installation #

  • From Settings > Apps, click WhatsApp and enter your license key to install and activate the app. If you have the cloud version the app is already active.

WhatsApp Cloud API Setup – Automatic sync mode #

This feature is available only on the cloud version of Floatchat.

  • Click Synchronize now and complete the procedure.
  • To add new numbers, visit https://business.facebook.com/wa/manage/phone-numbers/. If you add new numbers after the sync process, you will need to sync them again. All numbers will be automatically synchronized. If you wish to disable specific numbers, you can delete them from Settings > WhatsApp > Cloud API numbers.
  • If you sync again with the same phone number and do not receive the verification SMS or call, you can enter the latest PIN you received and it will work.

If you do not receive the messages sent to your WhatsApp number in Floatchat, please check the following:

  • Click Reconnect and complete the procedure.
  • Go to the Meta Business Suite and add a payment method.

WhatsApp Cloud API Setup – Manual sync mode #

  • Create a new account at https://developers.facebook.com/ or login with your existing account.
  • Create a new app and choose Other as the app type. Then select Business. Enter a name for the app and select the Business Account used for WhatsApp.
  • In Floatchat > Settings > WhatsApp > Cloud API settings > Secret key enter a random string then go to https://developers.facebook.com/apps and select your app. Click Add product and add WhatsApp, then go to WhatsApp > Configuration and in Webhook URL enter the URL you get from Floatchat > Settings > WhatsApp > Cloud API > Configuration URL. In Verify token enter the secret key you previously entered in Floatchat. Click Verify and save, click Webhook fields > Manage, enable the following Webhook fields: messages.
  • To verify the integration, simply go to https://developers.facebook.com and select your app. From there, click on “WhatsApp” in the left menu and then select “API Setup”. Copy the Phone number ID and paste it into Floatchat > Settings > WhatsApp > Cloud API numbers > Phone number ID. Enter the desired phone number in the “To” field, such as your personal WhatsApp number, and send a test message. Check your WhatsApp account and send a reply, which should then appear in Floatchat. To reply to the test number from Floatchat, copy the “Temporary access token” and paste it in Floatchat > Settings > WhatsApp > Cloud API numbers > Token.
  • To activate the WhatsApp integration for all phone numbers and add a live phone number, refer to the following guidelines.
    In Floatchat > Settings > WhatsApp > Cloud API numbers > Token enter the permanent access token, follow the instructions below for getting it.

    • Visit https://business.facebook.com and go to Left menu > Settings > Business settings, then go to Users > System Users to view your admin system user, or create a new one. Open the user and click Add Assets, then select the app used for the WhatsApp API integration and check Develop App, or Full control. The system user needs to be an admin. If you do not see the option, click Business settings.
    • Click Left menu > Account > Apps. Select your app or add it. Make sure the system user is there and has full control. If not, click Add user, select the system user, click Full control, and click Assign.
    • Click Left menu > Apps and under Select Assets and choose your app, enable Develop App, or Full control and save.
    • From Users > System Users select the user you just creted and click Generate New Token, click Apps and select the app used for the WhatsApp API integration, set the Token expiration to Never, enable the following permissions: whatsapp_business_management, whatsapp_business_messaging, business_management. Click Generate Token and save. Paste the token in Floatchat > Settings > WhatsApp > Cloud API numbers > Token.
  • To add additional phone numbers, you can do so by visiting https://developers.facebook.com, selecting your app, and navigating to Left menu > WhatsApp > API Setup. To get started, click on Add phone number at the bottom and follow the instructions provided. Please keep in mind that if you use your current WhatsApp business number in Floatchat, it will no longer be usable with your WhatsApp Business app, and you will need to migrate it following these instructions. After activating the number, copy the Phone number ID and paste it into Floatchat > Settings > WhatsApp > Cloud API numbers > Phone number ID.

360dialog Account Setup #

  • Go to https://www.360dialog.com/ and create a new account.
  • Enter your dashboard and from Left menu > WhatsApp Accounts generate the API key and copy and paste it in Floatchat > Settings > WhatsApp > 360dialog settings.
  • Click Floatchat > Settings > WhatsApp > 360dialog settings > Synchronize now.
  • Done! Floatchat should start receiving the WhatsApp messages sent to your number, and you can reply to those messages from Floatchat.
  • Note that you can also use the free sandbox account for testing, more details at https://docs.360dialog.com/whatsapp-api/whatsapp-api/sandbox. The sandbox account has limitations and some features, such as media attachments, will not work.

Twilio Account Setup #

  • Go to https://www.twilio.com and create a new account.
  • Verify your phone number.
  • Complete the form and choose WhatsApp, Alerts & Notifications, With no code at all, 3rd party integrations.
  • From the Twilio console copy ACCOUNT SID and AUTH TOKEN and paste them into Floatchat > Settings > WhatsApp > Twilio settings, save the changes.
  • You will now set up a free test account to run some tests and make sure the integration works with Floatchat. From the left menu click Messaging > Settings > WhatsApp sandbox settings and enter into WHEN A MESSAGE COMES IN and STATUS CALLBACK URL the URL of Floatchat , get it from Floatchat > Settings > WhatsApp > Twilio settings > Get configuration URL. Mind that localhost will not work, you need a public URL and a live server.
  • From the left menu click Messaging > Try it out > Send a WhatsApp message. Follow the instructions and send the message with the code to the WhatApp number provided. Click the next buttons until the configuration is complete.
  • Done! Floatchat should start receiving the WhatsApp messages sent to the sandbox account, and you can reply to those messages from the Floatchat.
  • To publicly use the WhatsApp integration with your customers you need also to complete the steps below:
    • Update your account and enable billing, you can do that here.
    • Purchase a Twilio number, which will be the phone number of your official WhatsApp Business account. More details here. You cannot use the phone number of your existing WhatsApp Business account, you must use a Twilio number. More details here.
    • From the Twilio console go to Messaging > Services and create a new Messaging Service. Click Add Senders, select WhatsApp Number as the sender type, and add the Twilio number you purchased. Copy the Service SID and paste it into Floatchat > Settings > WhatsApp > Twilio settings > Sender.

Unofficial WhatsApp API #

Floatchat only supports the Official WhatsApp Cloud API, 360dialog, or Twilio. Unfortunately, unofficial WhatsApp APIs are not supported. However, you can still implement them using the Floatchat API and Webhooks. For more details, visit https://Floatchat/docs/api/web. Please be aware that you must possess coding skills as a developer to proceed with this task. Additionally, our default integrations are equipped with advanced features including chatbot support, automated messages, human takeover, WhatsApp rich messages, attachments, and more. Consequently, although setting up a basic integration for sending and receiving text messages is relatively straightforward, ensuring its flawless functionality is a more intricate process. If you wish, you have the option to hire us; however, we are available only for developing a basic integration that enables two-way text messaging and attachments.

Templates #

As for WhatsApp Business Policy, you cannot send outbound marketing and solicitation messages to end users. End user users must reach out to you first. You have 24 hours from when the end user’s message was sent from WhatsApp to reply to the message. To communicate with a user who has not contacted you before or has not been in touch for more than 24 hours, you must opt for the text message fallback or the WhatsApp message template.

Text message fallback #

To enable the text message fallback you must set up the SMS in Settings > Notifications > Text message notifications.
More details here.

WhatsApp message templates #

A WhatsApp message template is a message format that you can use over and over again to message users once they have opted-in and given your app permission to send them messages. You can not Enter the original message into the template, you must use it to notify the user of a new message and instruct him on how to view it, for example by providing a link to your website where the chat is shown.

WhatsApp Cloud API #
  • To get the Template name and manage the templates visit https://business.facebook.com and go to Left menu > Settings > More system settings, then go to Accounts > WhatsApp accounts > Settings and click WhatsApp Manager.
  • In Template languages enter all the language codes supported by your template, separated by commas. Language codes list here (copy only the language code, e.g. it, es, en_US). If you use a template that supports multiple languages, the matching language for the user will be automatically selected. Otherwise, the default template language will be used.
  • In Header parameters and Body parameters enter the supported merge fields separated by commas, e.g. {recipient_name}, {conversation_url_parameter}. The number of parameters entered here must match the number of parameters of the template. Use this feature if your template uses dynamic values. Order is important, the first merge field will be used as the first template parameter.
Template fallback #

Set the WhatsApp template sent as fallback from Settings > WhatsApp > Cloud API template fallback.

Send template messages to a user who has not contacted you before #
  • In Settings > WhatsApp > Cloud API settings > Business Account ID enter you Business Account ID. Provide your Business Account ID, which can be obtained from https://developers.facebook.com. Choose your app and go to Left menu > WhatsApp > API Setup.
  • To send the template to specific users, go to the Floatchat Users section and choose the intended recipients. Then, click on the WhatsApp icon located at the top right corner.
  • If you are using the WhatsApp Cloud API with a template that supports multiple languages, the matching language for the user will be automatically selected. Otherwise, the default template language will be used.
  • If you are using Twilio and have parameters in your template, input the parameter values separated by commas in the Body section.
  • For more details click here.
Twilio #

Enter the Template SID and the template attributes separated by commas into Floatchat > Settings > Twilio template.

360dialog #
  • Get the Namespace value from Left menu > WhatsApp accounts > Details.
  • Get Template name and Template default language from your 360dialog templates area.
  • In Custom parameters Enter the supported merge fields separated by commas, example: {recipient_name}, {conversation_url_parameter}. Use this feature if your template uses dynamic values. Order is important, the first merge field will be used as the first template dynamic value.
  • Floatchat will try to use the template with the same language as the user, if it is not available, it will use the template with the default language. The following template languages are not compatible: en_GB(use en_US), pt_PT(use pt_BR), zh_HK and zh_TW(use zh_CN), es_AR and es_MX(use es_ES).

WhatsApp shop #

To displays the products of your shop use the merge fields below.

Merge field Description
{catalog id=”123″ product_id=”123″ body=”” footer=””} Display a single product. Replace id with the catalog ID and product_id with a product ID. The attributes body and footer are optional.
{catalog id=”123″ product_id_1_1=”123″ product_id_1_2=”123″ product_id_2_1=”123″ section_1=”” section_2=”” header=”” body=”” footer=””} Display multiple products. Replace id with the catalog ID. Add products by grouping them into sections, via the attributes product_id_[A]_[B], replace [A] with the section index, starting from 1, replace [B] with the product index, starting from 1 for each section. You must also add the attribute section_[A]=”” for each section, replace [A] with the section index. The attributes header and body are required, footer is optional.
  • When the user sends the order, the order information is sent to the URL specified in Settings > WhatsApp > Order webhook. The page at that URL should process the order and send a message to the user via the PHP API function Floatchat_whatsapp_send_message().
  • To connect the shop to WooCommerce click here.

More information #

  • You cannot send a WhatsApp message to a user who has sent you a message more than 24 hours ago or has never messaged you before. WhatsApp prohibits this action. Instead, you must use a WhatsApp template or send an text message. If you encounter an “Error message: Re-engagement,” it indicates this situation.
  • If you does not receive WhatsApp messages make sure you are not assigning the WhatsApp conversations to a department and that the WhatsApp number used for testing is not a phone number of a Floatchat admin or agent. Also, make sure you setup correctly the WhatsApp webhook URL.
  • If you can not send messages, an error should appear in the admin area when you try to send a message to the user.
  • We cannot provide support for Twilio or 360dialog configuration, including all related issues.
  • We cannot provide support in getting your WhatsApp account or WhatsApp message template approved.
  • WhatsApp conversations and messages are compatible with routing and queue.
  • If you are testing with the sandbox and after 72 hours you can no longer send messages to your phone number you must link again your phone number to your sandbox.
  • You can send rich messages to WhatsApp. If you send chips, buttons or select rich messages, with more than 3 options, you can use the whatsapp=”Your menu text” shortcode attribute to set the text of the WhatsApp message menu.
  • The follow-up message is supported, but the message is always sent, also if an agent replies.
  • The offline message is supported, but the timetable is not sent.
  • The chatbot is supported. The human takeover feature is also supported. To enable the Dialogflow chatbot support for audio messages, activate Settings > Artificial Intelligence > OpenAI > Speech recognition
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.

MESSENGER

Messenger #

The settings below are related to the Messenger app.

Installation #

  • From Settings > Apps click Messenger and enter your license key to install and activate the app. If you have the cloud version the app is already active.

Automatic sync mode #

  • Complete the synchronization by choosing at least 1 Facebook page and enter the returned information in Settings > Messenger > Facebook pages.
  • You’re done. All messages sent to the Facebook pages and Instagram accounts you selected will appear in the conversation admin area of Floatchat. Mind that only new messages will be synchronized, the old ones will not be imported.

Manual sync mode #

  • Create a new account at https://developers.facebook.com/ or login with your existing account.
  • Create a new app and choose Other as the app type. Then select Business. Enter a name for the app and skip selecting any Business portfolios.
  • From the menu on the left side, click on Add product. Choose Messenger.
  • Under the Configure webhooks section, click on Configure.
    • Retrieve the Callback URL from Settings > Messenger > Messenger and Instagram settings > Get configuration URL.
    • Set the Verification Token in Settings > Messenger > Messenger and Instagram settings > Secret key and save the changes, then use it to verify the webhook.
    • In Webhook Fields select the following: inbox_labels, message_deliveries, message_echoes, message_reactions, message_reads, messages, messaging_account_linking, messaging_handovers, messaging_optins, messaging_policy_enforcement, messaging_postbacks, messaging_referrals.
  • In the Generate access tokens section, click on Connect. Select the pages you want to sync and complete the process.
    • Under the Webhook Subscription column, click on Add Subscriptions. Choose the scopes you want: messages, messaging_postbacks, messaging_optins, message_reads, and message_echoes.
    • In the Tokens column, click on Generate. Copy the access token provided and paste it into Settings > Messenger > Facebook pages.
    • Copy the Page ID and Page Name and paste them into Settings > Messenger > Facebook pages.
    • Repeat these steps for all pages.
  • Save the changes and you’re done. The final step is to put the app in Live mode.
  • If you want to sync Instagram as well, follow these steps:
    • From the menu on the left side, click Messenger > Instagram settings.
    • In the Configure webhooks area, click on Configure. Repeat the same step you previously took for Messenger.
    • Under the Webhook Subscription area, click on Add Subscriptions. Select the following scopes: messages, messaging_postbacks, messaging_optins, messaging_seen.
    • Enter your Instagram ID in Settings > Messenger > Facebook pages > Instagram ID. To get it, open your web browser and enter the following URL: https://graph.facebook.com/FACEBOOK-PAGE-ID/?access_token=ACCESS-TOKEN&fields=instagram_business_account. Replace FACEBOOK-PAGE-ID and ACCESS-TOKEN with the corresponding Page ID and access token from the Facebook page linked to Instagram.
    • Save the changes and you’re done. The final step is to put the app in Live mode.
  • Your app must be in Live mode. To do that, your app must be submitted for review and approved by Meta. You can use the text at and a video like for the review process. Please note this process is not covered by our support. If you require assistance, you can hire us.

Instagram #

To link Instagram to your Facebook page and Floatchat follow the steps below.

  • Enter the Settings area of your Facebook Page and click Left Menu > Instagram (https://www.facebook.com/YOUR-PAGE-SLUG/settings/).
  • Click Connect account and complete the setup.
  • Sync Messenger with Floatchat again and you’re done. Mind that only new messages will be synchronized, the old ones will not be imported.

More information #

  • If you don’t receive Instagram messages:
    • Make sure to enable Settings > Privacy > Messages > Connected tools – Allow access from your Instagram mobile app.
    • Make sure your Instagram account is not setup as a professional account, it must be a business account.
    • Go to Meta Business Suite, select your account, and go to Users > People. Under Instagram account click Manage and make sure to enable all the permissions.
  • If you don’t receive Facebook Messenger messages, make sure that the Facebook page does not send automated replies, such as the welcome message.
  • In case you encounter duplicated messages or an ongoing chat cycle between the chatbot and Instagram messages, you are facing a problem due to the presence of two Floatchat installations or Floatchat Cloud accounts that are both synchronized with the same Instagram account. To resolve this, access the second Floatchat admin area, navigate to Settings > Messenger > Facebook pages, remove the Instagram ID value and save the changes.
  • Every Floatchat user has only 1 Facebook and Instagram conversation.
  • Floatchat rich messages are automatically converted to Facebook rich messages when possible, some part of the rich message could be removed or changed.
  • Only private Facebook messages will get sent to your team inbox. If someone posts a Facebook message on your wall it won’t appear in your team inbox.
  • When someone sends a message to your company Facebook page or Instagram account they will get designated as a lead in Floatchat. You’ll only be able to see the user’s Facebook or Instagram name and profile picture.
  • Messenger conversations and messages are compatible with routing and queue.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.
  • If the chatbot is enabled, it is necessary to deactivate any automatic replies on Facebook Messenger, such as the welcome message.
  • The follow-up message is supported, but the message is always sent, also if an agent replies.
  • The offline message is supported, but the timetable is not sent.
  • Only 1 Facebook account can be synchronized, to link pages from multiple Facebook accounts, the account synchronized in Floatchat must be an admin of all Facebook pages of the other Facebook accounts.
  • Using this integration of Instagram and Facebook Messenger comes at no additional cost.
  • If the message exceeds 1000 characters, only the initial 1000 characters will be transmitted due to the character limit.
  • Only new messages, sent after the synchronization, will be synchronized, the old ones will not be imported.

TWITTER

Twitter #

The settings below are related to the Twitter app.

Installation #

  • Register at https://developer.twitter.com. Make sure to verify your phone at https://twitter.com/settings/phone or the registration will fail.
  • Create your first app by entering the app name and clickGet keys, copy API Key (Consumer key) and API Key Secret (Consumer secret) and paste them in Floatchat > Settings > Twitter.
  • Request the Elevated access from https://developer.twitter.com/en/portal/products/elevated. Click Apply for Elevated and complete the form as follow: In the first area In your words and in Will your app use Tweet, Retweet, Like, Follow, or Direct Message functionality? enter I need access to the Account Activity API to start receiving Twitter Direct Messages to my chat software(Floatchat ) and to reply to them directly from Floatchat , details at https://Floatchat/twitter. Disable all the other fields by clicking No: Are you planning to analyze Twitter data?, Do you plan to display Tweets or aggregate data about Twitter content outside Twitter?, Will your product, service, or analysis make Twitter content or derived information available to a government entity?
  • Wait a few days for Twitter to review and approve the Elevated access, you will receive an email from Twitter.
  • Once you have Elevated access, enter the developers dashboard (https://developer.twitter.com/en/portal/dashboard) and from the left menu click Products > Premium > Dev environments and under Account Activity API / Sandbox click Set up dev environment, in Dev environment label enter Floatchat or the same value entered in Settings > Twitter > Synchronization > Dev environment label.
  • Enter your app Settings area from Left menu > Projects & Apps > Your project > Your app and under User authentication settings click Set up and activate OAuth 1.0a. In App permissions check Read and write and Direct message, in Callback URI / Redirect URL enter the URL you get from Floatchat > Settings > Twitter > Get callback URL, in Website URL enter your website URL.
  • Enter your app Keys and tokens area from Left menu > Projects & Apps > Your project > Your app > Keys and tokens and under Authentication Tokens generate Access Token and Secret, copy and paste them in Floatchat > Settings > Twitter.
  • Enter your Twitter profile username in Floatchat > Settings > Twitter > Your username. Get it from your Twitter profile page, copy the name starting with @ or the URL part containing your username. Ex. https://twitter.com/Floatchat1.
  • Save the Floatchat settings and click the button Floatchat > Settings > Twitter > Subscribe and you’re done. All messages sent to your Twitter account will be received by Floatchat.

More information #

  • If you receive duplicate messages, the Twitter account you are using for testing may be the same as the one you synced. Try sending a message from another Twitter account.
  • Use a live domain, localhost is not supported.
  • When a message is received from a Twitter user you may send up to 5 messages in response within a 24 hour window. No messages can be sent after 24 hours of receiving the Twitter message.
  • You can send maximum 3 or 4 attachments depending by the media type.
  • The following Floatchat rich messages are not supported: images slider, slider, card.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.

GOOGLE BUSINESS MESSAGES

Google Business Messages #

The settings below are related to the Google Business Messages app.

Installation #

  • In Floatchat > Settings > Business Messages > Synchronization > Client token enter a random string and save.
  • Open the Business Communications Console (https://business-communications.cloud.google.com) and sign in with your Business Messages Google account.
  • Click Partner account settings on top.
  • Configure the Webhook by entering the Webhook URL and the Client token and save the changes, get the values from Floatchat > Settings > Business Messages > Synchronization.
  • Enter back into the Business Communications Console (https://business-communications.cloud.google.com) and open your partner account.
  • Click Service account from the left menu and create a new key, download the key and open it with a text editor such as Notepad, copy private_key, client_email, and paste the values in Floatchat > Settings > Business Messages > Synchronization.
  • To test your agent visit https://business-communications.cloud.google.com/console, click your brand to enter your brand Overview area, under Agent information > Agent test URLs click on the button suitable for your mobile device and open the link from your mobile device.
  • To create a live agent for a real location on Google Maps, open your partner account, create a new agent, add Google Maps locations from Left menu > Locations, complete all other information prompts and then verify and launch the agent from Left menu > Verify and Left menu > Launch.

More information #

  • The values of chips, buttons and select rich messages must have a maximum of 25 characters, and the maximum 13 values are allowed.
  • Avatar image must be a JPG image of 1024x1024px with a maximum size of 50KB.
  • Get the Place ID of your locations from the Locations page of the Business Communications Console.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.

TELEGRAM

Telegram #

The settings below are related to the Telegram app.

Installation #

  • Go to the admin area of Floatchat , then go to Settings > Apps > Telegram, and enter the Envato purchase code to install and activate the app. If you have the cloud version the app is already active.
  • Go here: https://t.me/botfather.
  • If you have already created a Telegram bot in the past, type the command /mybots and open your bot, then click API token.
  • If you never created a Telegram bot before, type the command /newbot to create a new bot. The BotFather will ask you for a name and username, enter them and generate the authentication token. More details at https://core.telegram.org/bots.
  • Copy the token and paste it into Floatchat > Telegram > Token, then click Synchronize now. Your website must use HTTPS (SSL certificate), HTTP is not supported.
  • You’re done. All messages sent to your Telegram bot will appear in the conversation admin area of Floatchat.

More information #

  • Floatchat rich messages are automatically converted to Telegram rich messages when possible, otherwise they are removed from the message.
  • Telegram conversations and messages are compatible with routing and queue.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.
  • The follow-up message is supported, but the message is always sent, also if an agent replies.
  • The offline message is supported, but the timetable is not sent.
  • You can verify the webhook status from https://api.telegram.org/bot><your_bot_token>/getWebhookInfo. Replace <your_bot_token> with your token.

VIBER

Viber #

The settings below are related to the Viber app.

Installation #

  • From Settings > Apps, click Viber and enter your license key to install and activate the app. If you have the cloud version the app is already active.
  • Create the bot at https://partners.viber.com/account/create-bot-account.
  • Copy the token and paste it into Floatchat > Viber > Token, then click Synchronize now. Your website must use HTTPS (SSL certificate), HTTP is not supported.
  • You’re done. All messages sent to your Viber bot will appear in the conversation admin area of Floatchat.

More information #

  • Floatchat rich messages are automatically converted to Viber rich messages when possible, otherwise they are removed from the message.
  • Viber conversations and messages are compatible with routing and queue.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.
  • The follow-up message is supported, but the message is always sent, also if an agent replies.
  • The offline message is supported, but the timetable is not sent.

SLACK

Slack #

The settings below are related to the Slack App.

Synchronization #

To sync Slack click the button Synchronize now of the Settings > Slack area and follow the instructions.

Having Problems? #

The synchronization of Slack may not be successful for a number of reasons; below are the most common ones:

Problem description Solution
You can receive messages on Slack, but you cannot send messages from Slack to Floatchat Navigate to /Floatchat/apps/slack/post.php from your browser. Also, in Workspace Settings > Permissions, you must allow anyone to create public channels.  If you have further issues please contact the Slack support team at https://api.slack.com/support.
Slack sync not working Double check whether or not you chose a public Slack channel when you attempted to synchronize Slack. If you did not, try syncing Slack once again, this time choosing a public channel instead. The general channel is a good option.

Manually archive channels #

To archive a channel in Slack, follow these steps:

  • Open the Slack channel you want to archive.
  • On the top right click the gear icon and select Additional options.
  • Click the info icon in the top right area of the screen, then click the More icon, and then click Additional options…. Click Archive this channel.

Department linking #

If the setting Settngs > Slack > Department linking is active, when a conversation in the Floatchat is assigned to a department, a new message is sent to the linked Slack channel, informing Slack users that a new conversation has started and inviting them to join the dedicated user Slack channel. However, the full conversation can only be accessed on the dedicated Slack channel of the specific user.

  • Get the department IDs from Settings > Miscellaneous > departments.
  • Get the channel IDs by clicking the button Get channel IDs.

User fields #

The setting Settings > Slack > User fields allows you to choose which user details to include in the message sent to the main channel when a new user sends the first message. You can include the slug of your custom user details or the following slugs: browser, browser_language, location, email, user_type, token, creation_time, country_code, current_url, os, city, address, postal_code, phone, birthdate, company, timezone, website. Default: email, browser, browser_language, location.

Information #

  • When a new user sends the first message, a Slack message with the user details and a button to join the user’s channel is sent to the main channel selected during the synchronization, or to the channel linked to the conversation’s department. Only the Slack account used during the synchronization will automatically join the user’s channel, other Slack members will have to join it manually via the button.
  • When Settings > Slack > Agent linking is set, if the conversation is assigned to a department, only agents assigned to that department will receive the message, if the conversation is assigned to a single agent only that agent will receive the message.
  • Slack is free to use. Only large companies may need a paid subscription plan, more details here.
  • Push notifications are compatible with Slack, when agents send messages via Slack, Push notifications are sent to users.
  • If you’re using Dialogflow, no messages will be received in Slack if the chatbot knows the answer. Once the human takeover is active all conversation’s messages are sent to Slack.
  • The Slack app is compatible with email piping and the messaging apps.
  • Deleting or leaving a channel is not supported, only archiving a channel is supported.
  • When a conversation is archived in Floatchat , the linked Slack channel is also archived.
  • When replying via Slack to a user, if the user is notified by email or text message, a Slack message is sent to notify you.
  • Use the Slack command /archive to archive a conversation from Slack.

PERFEX CRM

Perfex #

The settings below are related to the Perfex app.

Installation #

The installation requires two steps:

  • From Settings > Apps, click Perfex and enter your Envato purchase code to install and activate the app. Once the App is installed go to Settings > Perfex and enter the database information and the Perfex URL. You can get the information from the file application/config/app-config.php in your Perfex installation folder. If you do not know the Perfex prefix leave it empty, the default prefix is tbl.
  • Go to the admin area of Perfex, then go to Setups > Modules and install the Floatchat module by uploading the file module.zip. Once the module is installed go to Setups > Floatchat and enter the Floatchat plugin URL, get it from Settings > Miscellaneous > Floatchat URL. If you’re using the WordPress version, the URL must be like this: https://example.com/wp-content/plugins/Floatchat/Floatchat.

To show Floatchat inside the Perfex admin area, Floatchat must be installed in the same domain and same file system of the Perfex installation. If you have issues, or if you have changed the Perfex database details, make sure the file Floatchat/config.php use the correct Perfex database details. Updating the details in Floatchat will not update the details in the config.php file.

Zendesk

Zendesk #

The settings below are related to the Zendesk App.

Installation #

  • Get the domain from the URL of your Zendesk admin area, copy the first part of the URL: https://domain.zendesk.com/. For example, the domain of https://Floatchat.zendesk.com/agent/get-started/ticketing-system/ticketing-intro is Floatchat.
  • Get the API key from Left menu > Admin > Channels > API > Settings. Click Add API token.
  • The email is your Zendesk account email.

More information #

  • Tickets converted by Floatchat are automatically synchronized when new messages are sent and received in Floatchat , and they are linked to an existing Zendesk user if any, otherwise a new Zendesk user is created.
  • Floatchat links Zendesk users to Floatchat users via email or phone number.

WHMCS

WHMCS #

The settings below are related to the WHMCS App.

Installation #

The process requires two installations, one is the WHMCS add-on, and one is the Floatchat App.

App installation #

  • Go to the admin area of Floatchat , then go to Settings > Apps > WHMCS, and enter the License Key to install the app. Once the App is installed go to Settings > Whmcs and enter the database information and the WHMCS URL.

WHMCS add-on installation #

  • Enter the folder Floatchat inside the addon.zip (download it here) file into the /modules/addons/ directory of your WHMCS installation.
  • Go to Configuration > System Settings > Addon Modules, find the Floatchat module, and click Activate. More details at https://docs.whmcs.com/Addon_Modules_Management#Installing_An_Addon
  • Click the Configure button and enter the Floatchat plugin URL.

How to update #

Updating the WHMCS App in Floatchat is easy, you can enable the automatic updates or manually update it. Details here. To update the WHMCS add-on you will need to download the latest version of the add-on from https://Floatchat/docs/files/whmcs/addon.zip and manually replace the /modules/addons/Floatchat/ directory of your WHMCS installation with the new one just downloaded.

If you have issues, or if you have changed the WHMCS database details, make sure the file Floatchat/config.php use the correct WHMCS database details. Updating the details in Floatchat will not update the details in the config.php file.

OpenCart

OpenCart #

The settings below are related to the OpenCart App.

Installation #

  • Go to the admin area of Floatchat, then go to Settings > Apps > OpenCart, and enter the License Key to install the app.
  • Go to Settings > OpenCart and enter the OpenCart details. To get the Username and API key enter the admin area of OpenCart and go to System >Users > API. You’ll see a predefined user named Default. Edit it generate the API key, then set the Status to enable. Next, add your IP to list of permitted for API access.
  • With a file manager or FTP, edit file catalog/controller/common/header.php in the OpenCart installation folder and add the following key-value in $data variable:

    $data[‘Floatchat’] = $this->customer->getFirstName() ? ‘var Floatchat_DEFAULT_USER = { first_name: “‘ . $this->customer->getFirstName() . ‘”, last_name: “‘ . $this->customer->getLastName() . ‘”, email: “‘ . $this->customer->getEmail() . ‘”, extra: { opencart_id: [“‘ . $this->customer->getId() . ‘|’ . (isset($_COOKIE[‘OCSESSID’]) ? $_COOKIE[‘OCSESSID’] : ”) . ‘”, “Open Cart ID”], phone: [“‘ . $this->customer->getTelephone() . ‘”, “Phone”], opencart_store: [“‘ . $this->config->get(‘config_name’) . ‘”, “OpenCart Store”], opencart_store_url: [“‘ . $_SERVER[‘HTTP_HOST’] . ‘”, “OpenCart Store URL”] } };’ : ”;
  • Edit the file /catalog/view/theme/default/template/common/header.twig and add <script>{{ Floatchat }}</script> somewhere within the <head> tag. Mind that if you are not using the default theme the path will be different.
  • Enter the OpenCart Extensions page and click the top-right button Update.
  • Download the Floatchat.php file and upload it into catalog/controller/api.

More information #

  • This app supports OpenCart Multistore.
  • On OpenCart update you have to apply code above again.
  • Currently only Opencart 3 is supported.

ULTIMATE MEMBERSHIP PRO

Ultimate Membership Pro #

The settings below are related to the Ultimate Membership Pro app.

Users synchronization #

New users are synchronized automatically. To manually syncronize existing users go to Settings > WordPress > Synchronize users and click Import users.

More information #

  • To limits the access to a specific plan only use this shortcode [ihc-hide-content ihc_mb_type=”show” ihc_mb_who=”4″ ihc_mb_template=”2″]<script id=”Floatchatinit” src=”YOUR-URL/Floatchat/Floatchat/js/main.js”></script>[/ihc-hide-content] Replace 4 with the user’s level you want and YOUR-URL with your WordPress /plugins/ folder URL. You also have to check Settings > WordPress > Manual init.

ARMEMBER

ARMember #

The settings below are related to the ARMember app.

Users synchronization #

New users are synchronized automatically. To manually syncronize existing users go to Settings > WordPress > Synchronize users and click Import users.

More information #

  • A user is a paid member only if it has at least one active paid plan which is not expired.

Active eCommerce

Active eCommerce #

The settings below are related to the Active eCommerce app.

Installation #

The process requires two installations, one is the Floatchat App, and one is the installation in Active eCommerce.

App installation #

  • Go to the admin area of Floatchat , then go to Settings > Apps > Active eCommerce, and enter the License Key to install the app. Once the App is installed go to Settings > Active eCommerce and enter the database information, the Active eCommerce URL, and the other settings.
  • The Secret key can be found in the file .env located in the root directory of Active eCommerce. Copy the APP_KEY value.
  • If you have issues, make sure the file Floatchat/config.php use the correct Active eCommerce database details.

Installation in Active eCommerce #

  • Edit the file \resources\views\frontend\inc\footer.blade.php in the directory of Active eCommerce and Enter the code below just after the footer opening tag <footer. Replace [YOUR-SITE] with the URL of your Floatchat installation, get it from Settings > Miscellaneous > Floatchat URL.

<script src=”https://[YOUR-SITE]/js/min/jquery.min.js”></script>

<script id=”Floatchatinit” src=”https://[YOUR-SITE]/js/main.js”></script>

@php

$Floatchat_code = ”;

$Floatchat_cart = false;

if (Auth::check() && !isAdmin()) $Floatchat_code = ‘var Floatchat_AECOMMERCE_ACTIVE_USER = ‘. Auth::user()->id. ‘;’;

if (isset($detailedProduct)) $Floatchat_code.= ‘var Floatchat_DEFAULT_AGENT = “aecommerce-‘. $detailedProduct->user->id. ‘”;’;

if (auth()->user() != null) $Floatchat_cart = \App\Models\Cart::where(‘user_id’, Auth::user()->id)->get(); else { $temp_user_id = Session()->get(‘temp_user_id’); if ($temp_user_id) { $Floatchat_cart = \App\Models\Cart::where(‘temp_user_id’, $temp_user_id)->get(); }}

if ($Floatchat_cart && count($Floatchat_cart) > 0) { $Floatchat_code.= ‘var Floatchat_AECOMMERCE_CART = [‘; foreach ($Floatchat_cart as $key => $item) { $Floatchat_code.= ‘[“‘. $item[‘product_id’]. ‘”, “‘. $item[‘price’]. ‘”, “‘. $item[‘quantity’]. ‘”],’; } $Floatchat_code = substr($Floatchat_code, 0, -1). ‘];’; }

if ($Floatchat_code != ”) echo ‘<script>’. $Floatchat_code. ‘</script>’;

@endphp

How to update #

Updating the Active eCommerce App in Floatchat is easy, you can enable the automatic updates or manually update it. Details here. If you update Active eCommerce, you will need to insert again the code above in the file footer.blade.php.

Sellers chat #

To force sellers to see only the conversations of users writing from their product pages enable the option Settings > Miscellaneous > Hide conversations of other agents. After that, just click the button Settings > Active eCommerce > Import vendors and you’re done! The sellers will be registered in Floatchat and can log in to the admin area.

Admins can always see the conversations of all agents(sellers).

Martfury

Martfury #

The settings below are related to the Martfury app.

Installation #

  • Go to the admin area of Floatchat , then go to Settings > Apps > Martfury, and enter the License Key to install the app.
  • Once the app is installed go to Settings > Martfury and enter the database information, Martfury URL, Secret key. Get the information from the .envfile located in the root directory of Martfury.
  • Set the Martfury path in Settings > Martfury > Martfury path. Get this information by uploading this file in the /public/ folder of the root directory of Martfury, after the upload open it via browser (e.g. https://shop.com/public/path.php).
  • To show the chat on the website enter the Floatchat code of the PHP installation into Martfury Admin > Appearance > Custom JS > Footer JS. Do not include jQuery.
  • If you have issues, make sure the file Floatchat/config.php use the correct Martfury database details.

How to update #

Updating the Martfury App in Floatchat is easy, you can enable the automatic updates or manually update it. Details here.

Sellers chat #

To force stores to see only the conversations of users writing from their product pages follow the steps below.

  • Check the options Settings > Martfury > Private chat, Settings > Chat > Disable dashboard, Settings > Chat > Allow only one conversation.
  • From Settings > Martfury > Import vendors import all vendors.
  • In Settings > Martfury > Private chat linking each each vendor to the correct store. You can get the vendor IDs from Users > Agents and Admins.

LINE

LINE #

The settings below are related to the LINE app.

Installation #

  • Login at https://developers.line.biz/console/ or create a new account.
  • Create a new Provider and then a new Messaging API channel, select Messaging API as channel type
  • From the channel Basic settings area copy Channel secret and paste it into Floatchat > Settings > Line > Synchronization > Channel secret.
  • From the channel Messaging API area generate a Channel access token (long-lived), copy it and paste it into Floatchat > Settings > Line > Synchronization > Access token.
  • Enter your Webhook URL into Webhook URL and click Verify. Get the Webhook URL from Floatchat > Settings > Line > Synchronization > Webhook URL.
  • Enable Use webhook.
  • Scan the QR code with your LINE mobile app to start writing to your channel.
  • Disable the Auto-reply messages setting.
  • You’re done. All messages sent to your LINE bot account will appear in the conversation admin area of Floatchat.

More information #

  • You have 7 days from when the end user’s message was sent from WhatsApp to reply to the message.
  • Stickers are not supported.
  • Floatchat rich messages are automatically converted to LINE rich messages when possible, otherwise they are removed from the message.
  • LINE conversations and messages are compatible with routing and queue.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.
  • The follow-up message is supported, but the message is always sent, also if an agent replies.
  • The offline message is supported, but the timetable is not sent.

WECHAT

WeChat #

The settings below are related to the WeChat app.

Installation #

  • From Settings > Apps, click WeChat and enter your license key to install and activate the app. If you have the cloud version the app is already active.
  • Visit https://mp.weixin.qq.com/cgi-bin/readtemplate?t=register/step1_tmpl&lang=en_US and register a Service account.
  • After the registration enter Official accounts area and from the left menu click Settings and development > WeChat verification. You must complete the verification, it takes a few weeks and costs USD 99, or CNY 300 for chinese entities.
  • From the left menu click Settings and development > Basic configuration and copy Developer ID(App ID), Developer Password(App Secret). Paste the information into Floatchat > Settings > WeChat.
  • From the left menu click Settings and development > Basic configuration and complete the server configuration (服务器配置(已启用). In Server Address(URL) enter the URL you get from Floatchat > Settings > WeChat > Synchronization > Get configuration URL. In Token insert any value you want, the same value must be entered in Floatchat > Settings > WeChat > Token.
  • You’re done. All messages sent to your WeChat account will appear in the conversation admin area of Floatchat.

More information #

  • If you receive an error like {“errcode”:41001,”errmsg”:”access_token missing rid: 631111-470b3b22-48553870″} you need to whitelist your server IP address from Official Account > Settings and Development > Basic Configuration > IP whitelist.
  • WeChat files and location attachments are not supported and are not received by Floatchat.
  • Links are not supported in WeChat, they are converted to texts.
  • Floatchat rich messages are automatically converted to WeChat rich messages when possible, otherwise they are removed from the message.
  • WeChat conversations and messages are compatible with routing and queue.
  • The chatbot is supported. The human takeover feature is supported.
  • The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.
  • The follow-up message is supported, but the message is always sent, also if an agent replies.
  • The offline message is supported, but the timetable is not sent.

CLOUD VERSION

Cloud version #

The information in this section is exclusively related to the cloud version of Floatchat.

Credits #

Credits are used only in the cloud version of Floatchat. Credits are used by the following functions, only in Automatic sync mode. The Manual sync mode doesn’t use credits. If you do not want to use credits, you can use the Manual sync mode and your API keys.

  • Artificial Intelligence > Google > Dialogflow chatbot and Automatic Translations, Language detection, Multilingual by translations.
  • Artificial Intelligence > OpenAI > Chatbot and Spelling correction, Message rewrite button, Speech recognition.

Pricing #

Credits must be purchased from https://cloud.Floatchat/account?tab=membership. Here are the costs of functions that use credits.

  • Dialogflow ES $0.004 per request.
  • Dialogflow CX $0.014 per request.
  • Dialogflow ES Audio Message $0.000866 per second of audio.
  • Dialogflow CX Audio Message $0.002 per second of audio.
  • Google Translations $0.00004 per char.
  • OpenAI gpt-3.5-turbo-instruct $0.000004 per token.
  • OpenAI gpt-3.5-turbo $0.000004 per token.
  • OpenAI gpt-4 $0.00012 per token.
  • OpenAI gpt-4-32k $0.00024 per token.
  • OpenAI text-embedding-3-small $0.00000004 per token.
  • OpenAI audio-to-text whisper $0.0002 per second of audio.

Information #

  • When your credits run out, if the automatic recharge is not enabled, you will be notified via email. You will receive a maximum of two email notifications. Activate the automatic recharge to prevent running out of credits.
  • When automatic recharge is enabled, the credit will be recharged once it falls below 1.

Information #

  • The cloud version is hosted on our Amazon AWS server.
  • If you are experiencing a white screen while accessing the cloud version, add the URL attribute reset-login to the URL and open it again. E.g. https://cloud.Floatchat/?reset-login.

MISCELLANEOUS

Miscellaneous #

This section contains help for other features not listed above.

Progressive Web App #

The Floatchat admin area is a PWA, which means that you can install it on desktop, Mac, iPhone, or mobile devices and use it like a fully-functional app. Note: This feature is optimized for Google Chrome and Safari.

Desktop installation #

Enter in your admin area (e.g. https://www.your-site.com/Floatchat/admin.php), and click the + icon on the top right of the URL bar of your Chrome browser. If you are using the WordPress version see the information below.

Mobile installation – Android – Cloud version only – Not recommended #

If you are using the cloud version of Floatchat on Android you can use the apps available on Google Play. We recommend using the PWA instead of the Android app to have the latest features and updates.

Google Play

Mobile installation – Android and Windows – All versions #

  • Enter in your admin area with Google Chrome (e.g. https://www.your-site.com/Floatchat/admin.php or https://cloud.Floatchat/)
  • Open your browser’s settings.
  • Scroll down and tap Add to Home screen.
  • Confirm by tapping Add.

Mobile installation – iPhone or Mac – All versions #

  • Enter in your admin area with Safari (e.g. https://www.your-site.com/Floatchat/admin.php or https://cloud.Floatchat/)
  • Press the Share button and select Add to Home Screen from the popup.
  • Tap Add in the top right corner to finish installing the PWA.

WordPress installation #

To install the PWA on WordPress, you need to access the admin area directly by going to:

[Floatchat-URL]/admin.php

Replace [Floatchat-URL] with your Floatchat URL, get it from Settings > Miscellaneous > Floatchat URL.

Change PWA icon and name #

Download the manifest.json file here. Edit it and replace YOUR NAME with your brand name, YOUR NAME DESCRIPTION with any text you want, and example.png with the URL of your icon, the icon size must be 512x512px. After finishing the file edit, move it to the Floatchat installation folder where the admin.php file is located. Please note that this customization is not covered by our support. If you require assistance, you can hire us.

Keyboard shortcuts #

Admin area keyboard shortcuts are enabled on both PC and MAC and work as follows:

Shortcut Description
ENTER

or

SPACE

Confirm or close a dialog alert; the same as clicking OK.
ESC

or

CANCEL

Decline a dialog alert and close it.
SHIFT + ENTER or

CTRL + ENTER

Add a line break to a message. This only works for the admin editor.
ESC Close a lightbox.
CANCEL In the admin conversations area, archive a conversation, or delete it.
CTRL + UP/DOWN ARROW In the admin conversations area, navigate between the conversations of the list.
CTRL + RIGHT/LEFT ARROW In the admin users area, navigate between the users.
CTRL + V Paste an image from the clipboard and send it as message.
CTRL + Left mouse click To perform actions like archiving, deleting, marking as read, or marking as unread on conversations in the admin area, press and hold the CTRL button while selecting them from the list on the left.

Config file #

The config.php file is a special file that contains the MySQL database log-in details and other import settings. Most of the settings are generated automatically, but some are optional. You can add the following settings below:

Code Description
define(‘Floatchat_UPLOAD_URL’, ‘YOUR-URL’) Change the uploads directory (the default directory is: /Floatchat/uploads/). Enter a URL: for example, https://your-site.com/myuplaods/. For this setting you need also to define the Floatchat_UPLOAD_PATH.
define(‘Floatchat_UPLOAD_PATH’, ‘YOUR-PATH’) Change the uploads directory path (the default path is: /Floatchat/uploads/). Enter a PATH: for example, C:\xampp\htdocs\uploads. Finding the root path of your website can be a bit tricky. You can try copying the path displayed in your FTP client or simply contact your web hosting provider for additional support.
$GLOBALS[‘Floatchat_LOCAL_SETTINGS’] = [] Overwrite the default settings. The value is an array of keys and values, each key is a setting, e.g. [“registration-required” => [true]]. View an example here. Get the settings list from resources/json/settings.json and the files settings.json inside the app folders.

Cron Jobs #

  • Cron jobs are executed by the first user that visit the website at any given hour of the day.
  • Cron jobs are executed every 60 minutes, but it can take longer, or it can take less time as well, in relation to the traffic of your website.
  • Because cron jobs are initiated by users, if you have less than 1 visitor per minute, it could take longer. As long as there is at least one active user on the site, execution every minute is guaranteed.
  • You can speed up the cron jobs execution by manually run them via WEB API, or PHP API.

Logs #

  • You can enable the log file from Settings > Miscellaneous > Enable logs. This feature is not available in the cloud version.
  • The log file is saved in the Floatchat installation directory.
  • The logs record the following actions of agents and administrators: message sent, message deleted, conversation archived, conversation deleted, conversation restored, conversation assigned to an agent, conversation assigned to a department, user updated, user deleted.

URL parameters #

Front-end chat #

URL parameters allow the chat to perform specific actions on page load. To use them, append the URL parameters below to any URL on your website that displays the chat. Ex. https://example.com/?conversation=1234

URL parameter Description
?token=TOKEN Login an existing user. Replace TOKEN with the user’s token.
?conversation=ID Open a conversation. Replace ID with the conversation ID. The attribute token is required for not logged in users.
?chat=open Open the chat.

Admin area #

URL parameters allow the administration area to perform specific actions on page load. To use them, append the URL parameters below to your admin URL. Ex. https://example.com/Floatchat/admin.php?conversation=1234

URL parameter Description
?conversation=ID Open a conversation of the conversations area. Replace ID with the conversation ID.
?user=ID Open the profile box of a user. Replace ID with the user ID.
?setting=ID Open a setting of the settings area. Replace ID with the setting ID.
?report=ID Open a report of the reports area. Replace ID with the report ID.
?area=name Open an area of the admin. Replace name with: conversations, users, settings, reports.
?login_email=email&login_password=password Login an existing agent or user automatically. Replace email with the account email and password with the account password.

Calendly #

Follow the steps below to send a Calendly booking invitation.

  • Create an event type from https://calendly.com/event_types/user/me.
  • Click share and copy the URL.
  • To send the Calendly invitation, utilize the rich message button type. Ensure to enter the Calendly URL you copied in the previous step as the URL. Additionally, include the success attribute to customize the message that will be sent after the booking is successfully completed. E.g. [button link=”https://calendly.com/federicoschiocchet/Floatchat” name=”Schedule a meeting” success=”Thank you! Your meeting has been scheduled.”]

Zapier #

Zapier app – Cloud version only #

If you are using the cloud version use the Zapier app available at https://zapier.com/apps/Floatchat/integrations.

Manual integration – All versions #

Integrate Zapier with Floatchat by following the steps below. Integration is based on the Floatchat webhooks, each webhook is a Zapier trigger, so you have 15+ Zapier triggers available, for more details visit the webhooks page. If you are using the PHP or WordPress version, the manual integraton is the only available option.

  • Go to https://developer.zapier.com/ and login, or register a new account.
  • Create a new integration by clicking Start a Zapier Integration, or visit https://developer.zapier.com/app/new. Fill in all required fields, like name and description, and click Create, you can enter any text you want, but keep the name of the app in mind because you will need it later.
  • From the left menu click Triggers and then Add Trigger.
  • Fill in all required fields, like key and description, and click Save And Continue, you can enter any text you want.
  • On top click API Configuration, choose REST Hook as Trigger Type, and click Save.
  • Go back to the Settings area of the trigger, or go to https://zapier.com/app/zaps, and click Create a Zap.
  • Search for your newly created app by entering the app name and click it. In Trigger Event select your trigger and click continue.
  • Copy the Webhook URL, click Continue, and then enter the Floatchat admin area and enter it into Settings > Miscellaneous > Webhooks > URL, activate the webhooks, save the settings and reload Floatchat.
  • Make something to trigger a webhook like sending a message, or creating a new user, then go back to Zapier and click Test Trigger and you should see the Floatchat webhook data. Click Continue.
  • Click the right button Filters and set up the filter in order to trigger the integration only if a variable exists. You need the filter because Floatchat will send all webhooks to all zaps. Example: if your zap wants to integrate the messages of Floatchat , you will need to set the filter to continue only if the variable message exists.
  • Click Continue, or + and add your integration.
  • To use multiple zaps and webhooks you will need to update Settings > Miscellaneous > Webhooks > URL and add the new zap IDs, separated by commas. Example: if you have two zaps with URLs https://hooks.zapier.com/hooks/catch/10352851/bbad21f/ and https://hooks.zapier.com/hooks/catch/10352851/aaaa66t/, the URL must be https://hooks.zapier.com/hooks/catch/10352851/bbad21f,aaaa66t/.

Envato purchase code validation #

  • Get the token from https://build.envato.com/create-token. Select the following scopes: View and search Envato sites, View the user’s items’ sales history, Verify purchases of the user’s items, Verify purchases the user has made, View the user’s purchases of the app creator’s items
  • Add multiple product IDs, separated by commas.

Security #

Security is critical here at Floatchat. We work with security experts who perform periodic security audits. We continually implement the latest security technologies and stay up-to-date on the latest security threats. Find below some of the security measures that have been implemented in Floatchat.

IP ban #

Floatchat permits a maximum of 10 unsuccessful login attempts within an hour. In case the limit is exceeded by a user, admin, or agent, they will be unable to access their account or the admin area for a period of 1 hour. This blocking mechanism is based on the user’s IP address and serves to deter brute force attacks aimed at uncovering login credentials. If you encounter the “Too many login attempts. Please retry again in a few hours.” error, you have two options: either wait for a few hours or make changes to the Floatchat database by deleting the ip-ban row from the Floatchat_settings table.

XSS injection protection #

To prevent XSS injection protection attacks, all sensitive user inputs undergo sanitization.

Cross-Site Request Forgery (CSRF) protection #

To prevent CSRF attacks, all requests are validated by checking the login cookie and the client-side login string.

Active sessions termination on user update #

Whenever the password or the details for an admin or agent is changed, all active sessions are automatically logged out when sensitive operations are executed or after 1 hour.

AES-256-bit encryption #

We use 256-bit AES encryption to encrypt sensitive data such as active session login data.

Password by filename protection #

Floatchat ensures that all uploads are renamed with a random alphanumeric string prepended to the original file name to prevent discovery of the URL and unauthorized download of the uploaded file. Kindly note that, for this feature to function properly, your server must prohibit directory listing.

MySQL encrypted connections #

To configure Floatchat and MySQL to use encrypted connections edit the Floatchat config.php file and add the following constants: Floatchat_DB_CERTIFICATE_PATH, Floatchat_DB_CERTIFICATE_CLIENT_KEY, Floatchat_DB_CERTIFICATE_CLIENT, Floatchat_DB_CERTIFICATE_CA. Enter the appropriate values for each constant. More details here.

More Information #

  • The uploads folder location is Floatchat/uploads by default for the PHP version, while for the WordPress version it is wp-content/uploads/Floatchat. You can customize it from the config file. You can also upload files to AWS S3.
  • If you change the plugin folder name after the installation, you need to update it in the constant Floatchat_URL of the file config.php.
  • The Users and Conversations sections in the Floatchat admin area use auto-pagination on scroll, which is limited to 100 results per scroll.
  • Enable debug mode if you have issues with Floatchat or you are customizing it. To enable debug mode, add the “debug” attribute to the URL of the admin area. E.g. https://www.your-site.com/Floatchat/admin.php?debug.

 

General issue

 

For any issue you can check the system requirements from Settings > Miscellaneous > System requirements. We can not provide Floatchat about solving the issues reported by the system requirement function, please contact your hosting or server Floatchat if you need help.

 

Blank screen when accessing the admin area

Check if the browser console has error (on Chrome you can open it from Settings > More tools > Developer tools > Console).

Enable the PHP debug and check the PHP error logs.

If you have the WordPress version, disable all security plugins and plugins related to your hosting.

Cross-domain configuration

 

If you want to use the same chat installation on multiple domains, your server should allow cross-origin requests. To enable cross-origin requests on your server follow the steps below:

 

Cross-domain configuration via server

For Apache servers — Edit the .htaccess file of the domain where the plugin is installed and enter the code <IfModule mod_headers.c>Header set Access-Control-Allow-Origin “*”</IfModule> at the very top of the file. To make it works you need to have at least AllowOverride +FileInfo or AllowOverride All in the Apache config.

For nginx servers — Edit the file /etc/nginx/nginx.conf of the domain where the plugin is installed and enter the code http { add_header Access-Control-Allow-Origin “*”; } at the top of the file. If you’re using Plesk go to Domains > example.com > Apache and nginx settings > Additional nginx directives and insert

add_header ‘Access-Control-Allow-Origin’ ‘*’;.

 

You can view tutorials for the most common server administration software in the list below:

 

Plesk

All Apache servers

Cross-domain configuration via PHP

 

If none of the previous solutions work or you can’t change the server settings, follow the steps below:

 

Edit the file floatchat/config.php and enter the code define(‘FLOATCHAT_CROSS_DOMAIN’, true); at the end of the file.

Upload the following folders into your destination domain(the domain where the chat should be shown, not the one where Floatchat is installed): Floatchat/media/fonts and Floatchat/media/icons. You can upload the files where you want, for example, http://www.example.com/chat-files. If the chat is loaded on multiple domains upload the files on each domain.

Edit again the file Floatchat/config.php and Enter the code define(‘FLOATCHAT_CROSS_DOMAIN_URL’, ‘YOUR-URL’); at the end of the file. Replace YOUR-URL with the URL that points to the files you just uploaded, for example, http://www.example.com/chat-files. If the chat is loaded on multiple domains replace YOUR-URL with the an array of URLs, for example, [“http://www.example.com/chat-files”, “http://www.example-2.com/chat-files”].

Unable to install an app

 

Your server/hosting has file and folder permissions issues, or a firewall is blocking our website. You can verify it from Settings > Miscellaneous > Check Requirements (keep in mind that even if it’s all green, you still have a server problem, it just isn’t caught by the requirements checks). You can solve the issue by installing the apps manually. Go here for the manual installation: https://floatchat/synch/manual.php

 

Blocking zoom on iOS devices

 

When using the chat on iPhones the textarea is automatically zoomed when the user’s start typing a new message. To stop the zoom Enter the code below into the <head> area of all the pages that include the chat.

 

<meta name=”viewport” content=”width=device-width, initial-scale=1, maximum-scale=1.0, user-scalable=no” />

Hide admin.php from URL

 

By default, the admin URL is something like https://your-website.com/support/admin.php. You can hide the admin.php part of the URL and make it like https://your-website.com/support/ by inserting the following code in your .htaccess file:

 

<ifmodule mod_dir.c> DirectoryIndex admin.php</ifmodule>

 

Chat widget not displaying

 

The chat may not be showing due to the following reasons.

 

You may not see the chat because you have disabled it in the settings area. To fix this, visit the settings section and deselect all options related to that: Chat > Manual initialization, Chat > Login initialization, Chat > Hide chat outside of office hours, WordPress > Manual initialization.

Try disabling any performance plugins or techniques like cache or JS minification on your website as they might be causing problems. Once disabled, check again.

Try disabling any CDN or Proxy (e.g. CloudFlare). Once disabled, check again.

PHP and WP versions only You cannot see and test the chat as a user if you’re logged-into the admin area. To test the chat as a user, please log out of your admin account or from WordPress. Alternatively, you can use another browser window in “private” or “incognito” mode. Additionally, you can force a logout by executing the FloatchatF.reset() function in the browser console.

PHP and WP versions only You’re trying to access the chat from a domain, or subdomain, different from the one of the installation. Details here.

Conversations are not visible to administrators or agents

 

The conversations may not be showing due to the following reasons.

 

The agent has been given a department, yet the conversations have not been assigned to that specific department.

One or more of the following settings have been activated: Miscellaneous > Routing, Miscellaneous > Queue, Miscellaneous > Hide conversations of other agents

You are using the WordPress version and the setting WordPress > Multisite routing has been activated.

You are using the chatbot and the setting Artificial Intelligence > Human takeover has been activated.

 

For cases 1, 2, and 3, make sure to log in with the correct admin/agent or check your admin/agent profile to ensure that there are no departments assigned. In case 4, please check the archived conversations.

 

Reset email or password of the admin account

 

If you can no longer log in to the admin area you can reset your password and email by following the steps below:

 

Edit your MySQL Database. You can edit it from your hosting panel, usually with phpMyAdmin.

Edit the table Floatchat_users.

Find your admin account, and make sure the value of the column user_type is admin.

Reset your password by editing the password column and by inserting the new password as a hash. To generate a hash for your password, visit https://floatchat.support/docs/files/password.php?p=123456 (replace 123456 with your password), or Enter the hash $2y$10$i7OComVhUh8BHcyx9VzUfuN.hnNsnKzK1Hd/GKK2KIwBo7Y6stppu (password: 12345678).

Reset your email address from the column email.

 

If you’re using the WordPress version, you can delete the user from the database and WordPress will generate it again. You can also create a new WordPress user with administrative privileges, then logout from your current account, and log in with the new one. Once you’re into Floatchat, change the password of your previous agent from Users > Agents.

 

If you encounter the “Too many login attempts. Please retry again in a few hours.” error, click here.

 

Admin account deleted

 

If you have accidentally deleted all your admin and agent accounts and you can no longer log in to the admin area, you can resolve this issue by following the steps below:

 

Edit your MySQL Database. You can edit it from your hosting panel, usually with phpMyAdmin.

Edit the table Floatchat_users.

You can convert any existing user to an admin by editing the column user_type, and entering the value admin.

You can also add a new user by assigning a value to the columns first_name, last_name, password, email, and user_type fields. The value of the password column must be a hash. To generate a hash for your password, visit https://phppasswordhash.com/. Also, the value of the column user_type must be admin.

Server down

 

If your server and/or website goes down or suddenly stops working after a few minutes of chat usage, the issue could be related to your server’s Firewall. This usually happens as a result of an IP Address Banning (Fail2Ban) or Web Application Firewall (ModSecurity) settings. The multiple AJAX requests from the chat to the database are recognized as a “server attack” and so your server places a temporary block on your IP address. This issue should only affect you and/or your developers; visitors/users should not be affected. To confirm whether or not this is the issue, use a VPN service like Hotspot Shield. When the server goes down, activate the VPN to change your IP and try accessing your website again. If the website works normally, the issue is confirmed. To solve it temporarily disable fail2ban or contact your hosting support for additional support.

 

403 Forbidden Error

 

The 403 Forbidden error is strictly a server-side issue related to file permissions or a firewall rule that blocks access to the resource. We can not help with it because it is not related to our product. Please send this message and the URL of the blocked resource to your server support, and they will solve the issue. Below you will find the most common causes of the 403 Forbidden error.

 

WordPress plugin — If you’re using the WordPress version, please make sure you don’t have any security plugin generating the issue.

File permissions — The file permissions of the resource are not correct. The file permissions should be 644 for files and 755 for folders.

Firewall — The firewall of your server is blocking the resource. You can check it by disabling the firewall or by using a VPN.

ModSecurity — The ModSecurity of your server is blocking the resource. You can check it by disabling the ModSecurity or by using a VPN.

Cloudflare — The Cloudflare firewall is blocking the resource. You can check it by disabling the Cloudflare firewall or by using a VPN. You can solve the issue by opening your CloudFlare website settings and by checking Application Settings > Direct PHP File Access.

CONVERSATIONS

Manage Conversations

 

Conversations have a total of four different statuses: mark as read, archive, delete and restore. You can manage the status of a conversation by opening it in the conversations area and then clicking any of the corresponding icon buttons in the top right of the conversation window.

 

Search for conversations

 

You can for conversations by department ID, assigned agent ID, conversation title, conversation ID, message text, message attachments name, user first name, user last name, user email

 

Information

When you empty the trash, all the conversations in the trash are permanently deleted.

When a user sends a new message to an archived or trashed conversation, the conversation is automatically restored and will now be visible in the Inbox area.

Trashed conversations are deleted automatically after 30 days.

When a user is deleted, all the conversations and messages are permanently deleted too.

An agent can delete their messages by opening the message menu and clicking Delete. The message menu becomes visible when you hover the mouse cursor over the message.

Text Editor and Automated Messages Features

 

The text editor of the admin area and automated messages(example: welcome and subscribe messages) can be used to create stylized messages:

 

Links formatting — All text links are automatically converted to clickable hyperlinks.

Text formatting — The editor also supports text formatting syntax:

 

To make text bold, surround it with *: *your text*.

To make text italic, surround it with __: __your text__.

To make text strikethrough, surround it with ~: ~your text~.

To insert a single-line code comment, surround it with`: `your text`.

To insert a code block, surround it with “`: “`your text“`.

HTML and other code languages — For security reasons, no HTML, JavaScript (JS), or other code languages are permitted. However, you can use HTML snippets by utilizing custom rich messages (discussed below).

To insert a line break into a message, use the keyboard combination SHIFT + ENTER or CTRL + ENTER.

Merge fields

 

Merge fields are strings replaced by external values when used. Merge fields can be used in any message or automated message, including chatbot messages.

 

Code Description

 

{user_name}

Full name of the active user.

 

{user_email}

Email of the active user.

 

{agent_name}

Full name of the active agent.

 

{agent_email}

Email of the active agent.

Rich Messages

 

Rich messages are special messages with interactive features like buttons, dropdowns, or inputs. They allow an agent to request information from the user via a user input form or to diplay interactive contents. Rich messages can be inserted into a chat message using shortcodes. Shortcodes accept various parameters like title and description. The available rich messages are listed below.

 

How it works:

 

1

 

Create and send

 Create a rich message by inserting the shortcode into the text editor of the admin area. Customize all of the parameters with your information and send your message.

 

2

 

Message is displayed

 When a shortcode is used, the user sees the rich message (not the shortcode) and can select or enter the required information to complete the form submission.

 

3

 

User’s response is submitted

 Once the rich message form has been filled out and sent by the user, a success message is shown and the form data is saved.

Rich Messages

Name Shortcode Description

Card

[card image=”URL” header=”TITLE” description=”Lorem ipsum dolor sit amete” link=”URL” link-text=”Purchase” extra=”$599″ target=”_blank”]

Call-to-action card with an image, title, description, link, and more.

Slider

[slider image-1=”URL” header-1=”TITLE” description-1=”Lorem ipsum dolor sit amete” link-1=”URL” link-text-1=”Purchase” extra-1=”$599″ image-2=”URL” header-2=”TITLE” description-2=”Lorem ipsum dolor sit amete” link-2=”URL” link-text-2=”Purchase” extra-2=”$599″ target=”_blank”]

Slider of call-to-action cards with an image, title, description, link, and more. You can add up to 10 slides.

Slider images

[slider-images images=”URL,URL,URL”]

Slider of images.

Chips

[chips options=”A,B,C”]

List of buttons.

Buttons

[buttons options=”A,B,C”]

List of buttons.

Select

[select options=”A,B,C”]

Dropdown list of options.

Inputs

[inputs values=”A,B,C” button=”Send now”]

List of text inputs.

Email

[email name=”true” last-name=”true” phone=”true” phone-required=”false” placeholder=””]

Form to collect the user’s email and phone number. All attributes are optional. Follow up settings used as default values. Add the attribute required-messaging-apps=”true” to force users to provide their email and phone on messaging apps. Merge fields are supported.

Registration

[registration]

Registration form.

Timetable

[timetable]

Timetable.

Articles

[articles link=”https://Floatchat/articles-demo”]

Articles with search area. The link attribute is used as fallback message for Facebook Messenger, WhatsApp, Telegram messages.

Rating

[rating label-positive=”Helpful” label-negative=”Not helpful” label=”Rate and review” success-negative=””]

Agent rating form. To make the rating shortcode work on WhatsApp, Messenger, and the other channels, you need to use Dialogflow and the chatbot, create a new Intent with rating as input Context, nothing as output Context, a list of the user’s most common messages for a positive rating as Training phrases(e.g. good, positive) and { “rating”: 1, “force-message”: true } as Custom Payload response. For the negative rating create a new intent with same context but replace the training phrases and the custom payload to { “rating”: -1, “force-message”: true } . The shortcode must include also a title or message.

List

[list values=”A,B,C”]

Text list.

List double

[list values=”A:X,B:Y,C:Z”]

Text list with titles.

List image

[list-image values=”URL:A,URL:B,URL:C”]

Text list with titles and images.

Table

[table header=”A,B,C” values=”A:B:C,A:B:C,A:B:C”]

Table.

Button

[button link=”https://Floatchat” name=”Click here” target=”_blank” style=”link”]

Display a link or open an article. The attribute target=”_blank” is optional and open the link in a new window. The attribute style=”link” is optional and change the button design. To open an article on click the link value must be #article-ID, replace ID with the article ID.

Video

Display a YouTube or Vimeo video. The value of the attribute type can be youtube or vimeo. The attribute id is the ID of the video, get it from the URL. The attribute height is optional and sets the video height in px.

Image

[image url=”https://Floatchat/media/admin.png”]

Image.

Share

[share fb=”https://Floatchat/” tw=”https://Floatchat/” li=”https://Floatchat/” pi=”https://Floatchat/” wa=”https://Floatchat/”]

Social share buttons.

Commas

 

If your texts include commas you need to replace all commas with the characters \,.

 

Global parameters

 

All of the rich messages support the following parameters:

 

Parameters Description

 

id=”123″

The ID of the rich message (used also to save the JSON data).

 

title=”ABC”

The rich message title.

 

message=”ABC”

The rich message description that appears underneath the title.

 

success=”ABC”

The message that appears when the user completes and sends the rich message. The user input is appended to this message.

 

settings=”ABC”

Extra field for optional extra values.

Use rich messages in the chatbot

 

You have to create a Dialogflow chatbot, then simply enter the rich message shortcode into the text response of the Intent.

 

Rich message response

 

When a user completes a rich message, the response data is saved in JSON format in the database under table Floatchat_messages and column payload. Example:

 

{“rich-messages”:{“4Voyu”:{“type”:”email”,”result”:{“email”:[“example@gmail.com”,”Your email…”]}}}}

 

Rich message translations

 

To translate a rich message string, the original rich message text must be in english, add the exact english text and its translations in Setting > Translations > Front End.

 

Show a rich message on chat initialization

 

To display a rich message, such as a list of buttons, when a user initiates a chat for the first time, insert the rich message shortcode into the welcome message.

 

Custom rich messages

 

You can create custom rich messages with your own custom content by going to Settings > Miscellaneous. Currently, custom rich messages are static and there are no interactive options available as there are with shortcodes. However, you can insert custom HTML codes.

 

HTML codes

 

When creating a custom rich message, you can use the following codes:

 

Code Description

 

<a href=”https://www.google.com” target=”_blank” class=”Floatchat-rich-btn Floatchat-btn”>Click here</a>

Link with button design.

 

<a href=”https://www.google.com” target=”_blank” class=”Floatchat-rich-btn Floatchat-btn-text”>Click here</a>

Link.

 

<div class=”Floatchat-image”><img src=”https://via.placeholder.com/1500×600″ class=”Floatchat-image” /></div>

Image that zoom on click.

Built-in messages

 

The built-in messages are pre-programmed messages sent automatically by Floatchat. You can find them by going to Settings > Messages.

 

Offline message

 

Notify the user when their message is sent outside of the scheduled office hours or all agents are offline.

 

Text formatting is supported.

Merge fields are supported.

To learn more about the office hours option, please click here.

The offline message is sent to the same user maximum 1 time per hour.

If the chatbot’s human takeover feature is activated, the offline message is only sent during human takeover.

If you or any other agent is online using Slack, the offline message will not be sent.

Privacy message

 

Present a privacy message accompanied by Accept and Decline buttons. The user’s approval by clicking on the Accept button is required to start using the chat. This feature ensures privacy policy enforcement and GDPR compliance.

 

The privacy message is not shown if the Require registration option has been enabled.

The privacy message is also sent to messaging channels like WhatsApp, but the user does not have the option to approve or decline the privacy policy. The messaging functionalities are not blocked either. The message is sent after the user initiates the conversation by sending their first message.

Pop-up message

 

Show a pop-up notification to all users.

 

The popup message is always shown until the user manually closes it; then it stays closed.

Welcome message

 

Send a message to new users when they visit the website for the first time.

 

Text formatting is supported.

Merge fields are supported.

Rich messages are supported.

The welcome message is not sent to slack.

Conversations containing only the welcome message (and no response) are automatically archived.

Follow up message

 

If no agents respond within the specified time interval, a message will be sent to request the user’s details, such as their email.

 

Text formatting is supported.

Merge fields are supported.

If the delay is not set, a dynamic time interval is utilized and it is determined as follows: If Settings > Miscellaneous > Office hours is configured, and the current time falls within the defined office hours, or if at least one agent is online, then the delay will be set to 15 seconds. In all other cases, the delay will be set to 5 seconds.

Follow-up messages are sent a maximum of once every 24 hours.

If the user provides an email address and the newsletter feature is enabled, the email address will be subscribed.

The follow-up message is sent only to users without email address.

If the chatbot’s human takeover feature is activated, the follow-up message is only sent during human takeover.

Subscribe message

 

If no agents respond within the specified time interval, a message will be sent to request the user’s details, such as their email.

 

Text formatting is supported.

Merge fields are supported.

If the user provides an email address and the newsletter feature is enabled, the email address will be subscribed.

The subscribe message is sent only to users without email address.

If the chatbot’s human takeover feature is activated, the offline message is only sent during human takeover.

Attachments

 

The allowed file attachments extensions are set in the Floatchat/include/upload.php file. The following image formats are displayed automatically:.jpg,.jpeg,.png.

 

Add new allowed file extensions by adding the code define(“Floatchat_FILE_EXTENSIONS”, [“exe”, “abc”,…]) to the config.php file of your Floatchat installation folder. Replace [“exe”, “abc”,…] with an array containing the extensions you want to allow.

 

For instructions on sending attachments with a chatbot, click here.

 

More information

 

Here, you can access information regarding a variety of features associated with conversations.

 

Tags

 

Tags enable more efficient organization and grouping of conversations. Please refer to the information below for further details.

 

You can manage the tags from Settings > Admin > Tags.

Tags can be assigned to conversations through different methods: via the admin area by navigating to Settings > Automations > More, through Dialogflow actions, and by inserting the JS variable Floatchat_DEFAULT_TAGS into a page showing the chat or into a web page displaying the chat or the tickets panel.

To locate conversations with specific tags, simply enter the tag names into the search bar located at the top-left corner of the admin conversations area, or you can select the desired tag from the dedicated filters menu on top-left. The tags filter is visible only if at least one tag is assigned to a conversation.

You can disable the tags from Settings > Admin > Disable tags.

Notes

 

Notes allow users to add comments to conversations that are only visible to agents and admins.

 

If you are usign OpenAI, we suggest enabling the note data scraping option.

Transcript

 

The full conversation can be sent to the user by the agent or admin as a transcript file.

 

Agents and admins can send conversation transcripts to users by clicking the Transcript button in the top-right corner of the admin’s conversation window.

You can autoamtically send the transcript to the user when you archive a conversation by using the close message available at Settings > Messages > Close message.

You can send the transcript to the user only if the user has an email.

USERS

Manage Users

 

Manage users from the Users area in the left menu of the admin area.

 

Search users

 

You can search users by name, surname, email, and custom fields.

 

Delete users

 

You can delete a user by opening the User edit box and then clicking Delete user. To delete multiple users at once, select the users you want to delete from the Users table and then click the top right Delete icon.

 

When a user is deleted, all of their conversations and messages are automatically deleted permanently.

The conversation attachments will be deleted permanently. If AWS S3 is enabled, also the AWS S3 files will be deleted.

If a user of a deleted user come back to the website, a new user is automatically created.

Visitors are automatically deleted every 24 hours.

Additional user table columns

 

To display additional columns in the user table go to Settings > Admin > Users table additional columns and add the new columns. The value of each column is the slug of the user detail or extra user detail you want to display. The slug is lowercase and with spaces replaced by the char -. For example, the slug of the extra user detail “Date of birth” is “date-of-birth”.

 

User types

Type Description

 

user

A “user” is any user with an email.

 

lead

A “lead” is any user with no user details, who is automatically registered, and with at least one conversation.

 

visitor

A “visitor” is any user who has not started a conversation. Note: Visitors are automatically deleted every 24 hours.

Manage Agents and Admins

 

Manage, create, and delete agents and admins from the Users area.

 

Configure agents’ privileges and permissions from Settings > Admin > Agent privileges.

It can create a supervisor from Settings > Admin > Supervisor. The Supervisor is a special agent with specific privileges, it must be an administrator. You can add multiple supervisors by adding comma separated admin IDs.

To create an agent or ad admin, go to the users area and click the button Add user on the top right.

Only agents and admins can log in the Floatchat admin area.

When you activate the Floatchat plugin on WordPress, an admin account is automatically created using the same username and password as the currently logged-in user.

Registration Form

 

The registration form is a pre-chat form that requires the user to enter specific information before starting the chat.

 

You can use the registration form as a pre-chat form by limiting the information requested to the user to only the user’s email address or the user name, for example.

The log-in form is shown only if the registration password field is shown.

The password field is always shown when the user system is set to “WordPress”.

If Settings> Users > Allow Duplicate Emails is enabled and a user enters an already registered email, a new user is created and the email is removed from the old user. The new user will not have access to the old user’s messages and conversations. You can also automatically log in a user via URL parameters.

Information

Miscellaneous

New users are automatically displayed in the user table in real time.

To view online users enable Settings > Users > Register all visitors.

To receive the online user notification you have to enable Settings > Notifications > Online users notification, Settings > Miscellaneous > Pusher (if you are using the cloud version, this setting is automatically activated) and Settings > Users > Register all visitors. The feature covers all user types, including visitors and leads. Notifications are only sent once per user within a 24-hour period.

Agents and admins can set their status to online or offline from the bottom-left profile panel. If the option Settings > Notifications > Away mode is active, the offline status is activated automatically when the agent or admin has been inactive in the admin area for at least 10 minutes. Inactivity is defined as not performing any mouse clicks, movements, or key presses. The automatic offline status feature is not enabled on mobile devices. For this feature to work correctly, Pusher should be enabled.

Login verification URL

 

The login verification URL feature can be found under Settings > Users > Login verification URL in Floatchat. This feature allows Floatchat to authenticate an external login from an external source and automatically register and log in the user. The expected response from the URL should be a JSON object like below:

 

{

        “first_name”: “John”,

        “last_name”: “Doe”,

        “email”: “johon@example.com”,

        “profile_image”: “https://Floatchat/user.svg”,

        “department”: null,

        “password”: “”,

        “details”: [

            {

                “slug”: “location”,

                “name”: “Location”,

                “value”: “New York, United States”

            },

            {

                “slug”: “country_code”,

                “name”: “Country code”,

                “value”: “America/New_York”

            }

            …

        ]

    }

 

The value first_name is required.

 

SETTINGS

Settings

Office Hours

 

You can set the office hours timetable from Settings > Miscellaneous > Office hours. Office hours are used for:

 

Sending the offline message.

Disabling and hiding the chat during out-of-office hours.

Disabling the chatbot during regular office hours and enabling it during out-of-office hours.

More information

Blank values in the timetable settings are considered out-of-office hours.

The office hours are in UTC format. Your UTC is generated automatically when you click the field Settings > Miscellaneous > UTF offset. To manually get the UTC offset of your area, go to: https://browserspy.dk/ or wikipedia.org/wiki/List_of_UTC_time_offsets and copy the offset (e.g. for UTC −12:00, enter -12). Only integers are accepted. If your offset is not an integer (e.g. UTC -12:30 or UTC -12:45), try searching for an alternative UTC offset. If you can’t find an integer offset, you will need to manually adjust the times in the office hours table to fix the gap.

The date and time format of the timetable matchs automatically the one used in the country of the browser language of the user.

Knowledge Base Articles

 

Knowledge base articles provide instant answers to customers to help reduce customer support volume. To manage the articles, go to Settings > Articles. Articles support HTML code, which can be used to add images, videos, and other content. Here are some HTML code examples that you can use:

 

Name Code

Button

<a href=”https://www.google.com” target=”_blank” class=”Floatchat-rich-btn Floatchat-btn”>Click here</a>

 

Image

<img src=”https://via.placeholder.com/1500×600″ />

 

Image with lightbox

<div class=”Floatchat-image”><img src=”https://via.placeholder.com/1500×600″ class=”Floatchat-image” /></div>

 

Video

<video controls><source src=”video.mp4″ type=”video/mp4″></video>

 

YouTube and Vimeo Enter the embed code provided by YouTube or Vimeo

Display articles

The articles can be shown in the chat dashboard by enabling them from the Settings > Chat area.

The articles can be shown in a dedicated page by inserting the code <script>var Floatchat_ARTICLES_PAGE = true;</script> into any page showing the chat. To set the location of the articles area Enter the code <div id=”Floatchat-articles” class=”Floatchat-loading”></div>. If you’re using the WordPress version you can use the shortcode [Floatchat-articles].

Alternatively, articles can be shared via the rich message shortcode, [articles].

 

More information

Translate the categories from Settings > Translations by adding the translation name and its translation. The original translation name must be in English.

If you use categories, all the articles must be assigned to a category.

If there is at least one translated article in the user’s language, only the translated articles are displayed.

If some block is not saved, e.g. text block, disable all browser extentions and try again.

Articles are synchronized automatically with the Dialogflow knowledge base if the Artificial Intelligence app is installed.

You can create an internal chat link to an article with the button rich message.

You can create a link to a specific article with the URL attribute article=ID, replace ID with the article ID. Example: https://Floatchat/articles-demo?article=Ucsx6.

You can create a link to an article category with the URL attribute category=ID, replace ID with the category ID. Example: https://Floatchat/articles-demo?category=LnNaZ.

The articles are always included into the training of your OpenAI chatbot.

Language and Translations

 

Floatchat is fully multilingual and provides powerful features to detect the user’s language on the fly.

 

Edit translations

 

To edit the languages of both chat and admin, go to Settings > Translations. Some settings, such as e-mail contents, are directly translatable and therefore do not need to be translated here.

 

Chat language

 

Floatchat is already translated into 41 languages. There are many options available to set the language:

 

OPTION 1 Go to Settings > Chat and check the Translate automatically option. This feature will automatically use the chat language of the user’s browser or the language saved in the user profile.

OPTION 2 – PHP ONLY Add the URL parameter lang=LANGUAGE-CODE to the script that loads the chat, replacing “LANGUAGE-CODE” with the two-letters language code you would like to display. E.g. https://Floatchat/Floatchat/js/main.js?lang=es or https://cloud.Floatchat/account/js/init.js?id=123456&lang=es for the cloud version.

This feature will force the chat to always use the same language and the option Chat > Translate automatically will be ignored. Go to wikipedia.org/wiki/List_of_ISO_639-1_codes for the complete languages code list (see column 639-1). For Traditional Chinese use zt, for Simplified Chinese use zh, for Brazilian Portuguese use pt.

OPTION 2 – WORDPRESS ONLY Go to Settings > WordPress and set the option Force language. This feature will force the chat to always use the same language and the option Chat > Translate automatically will be ignored.

OPTION 3 – WORDPRESS ONLY The WordPress version of Floatchat uses the default language of the WordPress installation; or the language of the current page or post if the website is multilingual. This feature is compatible with WPML, Polylang, and other multilingual plugins. This feature is automatically disabled if the option Chat > Translate automatically is active.

Admin language

 

To translate the admin area follow the steps below:

 

Translate the texts in your language from the Settings > Translations.

 

To set the admin area language you have three options:

 

Activate the option Settings > Admin > Automatically translate admin area. This feature automatically translate the admin area to match the agent profile language or the agent browser language.

Edit the file config.php inside your Floatchat installation directory and Enter the code define(‘Floatchat_ADMIN_LANG’, ‘LANGUAGE-CODE’); at the end of the file content. Replace LANGUAGE-CODE with the language code of the language you want to use, use only 2 letters, for example, insert only es, not es_ES.

Translate custom contents

 

You can translate almost any custom content like rich messages, titles, descriptions, automatic messages, chat header, and more. To include translations, visit Settings > Translations and click on the New translation button. Then, enter the English content you wish to translate in the first field and its corresponding translation in the second field. The original text must be in English. If you have the artificial intelligence app you can also translate all contents to any language automatically through the multilingual via translation feature.

 

Add a new language

 

To add a new language, follow the steps below:

 

Via FTP or a File Manager, go to Floatchat\resources\languages\front.

Duplicate (copy and paste it in the same directory) the Floatchat\resources\languages\front\source.json file.

Rename the file with the language code you would like to add. Go to wikipedia.org/wiki/List_of_ISO_639-1_codes for the complete languages code list (see column 639-1).

Go to Settings > Translations and the new language should appear automatically.

 

To add a new language for the admin area, follow the exact same steps, but use folder admin instead. New languages will not be lost or deleted on plugin updates.

 

Information

If a translation string is missing, add it by clicking the button Add new translation.

If a translation string is not working, make sure to remove all white spaces and break lines at the start and the end of the string.

The translations edits are not saved in the database but directly in the translation files. When a translation is edited, and saved, a backup is created into the uploads folder. The backup is restored automatically on plugin update and plugin activation.

Some special chars like & are replaced by the HTML equivalent code (see https://www.w3schools.com/html/html_entities.asp). Ex. & is replaced by &amp;.

You can add missing translation strings also by code. Edit the language files located in Floatchat\resources\languages. After editing a file, the new strings will be visible under Settings > Translations. Remember to click Save changes in order to preserve your translations and avoid losing them when Floatchat is updated.

Departments

 

Departments give you the power to distribute conversations and assign various agents to specific departments. For example, you can create a department entitled “Sales” and assign specific conversations to that department. To start using departments, follow the steps below:

 

Go to Settings > Miscellaneous and add, delete and manage the departments. After saving, reload the page.

Go to Users > Agents and edit an agent, you will see a new field where you can set the department of the agent.

Reload the page and you’re done! In the Conversations area, you will now see an option to set the department.

Settings

Display in dashboard Displays the departments’ list in the chat dashboard and force users to choose a department before starting a conversation.

Display images Displays the department image instead of the department color.

Display in conversation list Displays the department color in the conversation list of the admin area.

One conversation per department Restrict users from opening multiple conversations within the same department, allowing only one conversation to be active per department.

Label Replace the label Departments (plural) with another text. The name is displayed in the admin and tickets area.

Label single Replace the label Department (singular) with another text. The name is displayed in the admin and tickets area.

Dashboard title Set the title of the chat dashboard list. Default: Departments.

How it works

Agents and admins can only access conversations, users, and agents that have been assigned to their specific department.

When an agent is assigned to a new department, an email notification is sent to all of the agents assigned to the new department.

The General department is global and gives agents access to all of the conversations within all departments. Also, all agents without a department are automatically assigned to the General department.

To automatically assign a department to the user conversations you can Enter the JavaScript variable var Floatchat_DEFAULT_DEPARTMENT = ID; into the pages where the chat is displayed, replace ID with the department ID. For more details check the APIs here.

Admins with no assigned department always see the conversations of all departments.

The chatbot can assign a department to the active conversation via Dialogflow actions.

How to assign a department

 

You can assign a department to a conversation in several ways:

 

Via Settings > Miscellaneous > Departments settings > Display in dashboard. This setting will force the user to choose a department when starting a new conversation.

Via Settings > Automations > More.

Via JavaScript the variable var Floatchat_DEFAULT_DEPARTMENT = ID;. Enter the code into the pages where the chat is displayed and replace ID with the department ID. For more details check the API here.

Via API.

Queue

 

When the queue is activated via Settings > Miscellaneous > Queue, users enter into a queue automatically when an agent’s chat limit is reached. When a user enters the queue, a message with the current position in the queue and the estimated waiting time is displayed. Floatchat automatically assigns the conversations to all available agents proportionately. When an agent marks a conversation as completed (by archiving it), the queue is updated and a new conversation is received.

 

More information

Only online agents are counted as “available” agents.

Only online agents will receive new conversations.

Admins are not included; admins always see all the conversations.

Agents must archive a conversation to mark it as completed; this will automatically give them access to the next conversation in the queue.

Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.

Agents can only view their conversations; however, they can see all of the conversations of a single user.

Agents can only search and filter their conversations.

The waiting time is displayed in minutes and is calculated as follows: queue position X response time = waiting time. For example, if a user is 5th in the queue, and the response time has been set to 4 minutes (via Settings > Miscellaneous > Queue), then the total wait time displayed to the user will be 20 minutes.

If a user is in the queue and leaves (e.g. by closing the browser) for more than 1 minute, the conversation is saved; however, once the user comes back, the queue is reset and the user will lose their previous position. If the user leaves, the conversation remains unassigned and therefore invisible to agents, but only visible to admins.

To enable agents to view all unassigned conversations, activate Settings > Miscellaneous > Hide conversations of other agents and View unassigned conversations.

The queue is compatible with the departments.

If Dialogflow human takeover is active, the queue is activated only on human takeover.

For conversations started from messaging apps like WhatsApp, it is not possible to respect the limit of conversations per agent, all conversations will be immediately and proportionally assigned to an agent.

Use the offline message to prevent the chat from showing the queue update message to the user.

When the sound option is active, a sound is played when it’s the user’s turn.

How to test the queue

To simulate multiple users and agents, open the chat in multiple different browsers (e.g. Opera, Firefox, Brave, Chrome, etc.). Each browser can simulate two users/agents: one in normal mode and one in “private” or “incognito” mode.

To reset the chat and start a new user session, open the browser console, enter FloatchatF.reset(), and press ENTER.

Routing

 

When the routing is activated via Settings > Miscellaneous > Routing, Floatchat automatically assigns the users conversations to all available agents proportionately.

 

Information

Conversations are assigned to online agents first. If all agents are offline, conversations are assigned proportionally between all agents.

Conversations are assigned to agents with less active conversations. A conversation is active if it’s not deleted, or archived. If routing is active, you should archive the conversations once completed.

Admins are not included; admins always see all the conversations.

Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.

Agents can view only their conversations; however, they can see all of the conversations of a single user.

Agents can search and filter only their conversations.

The routing is compatible with the departments.

When routing is active agents can manually route conversations to other agents from the right panel of the conversations area.

If the conversation is archived and the user reopens it in the future by sending a new message, if the assigned agent in the conversation is offline, the conversation is assigned to another agent.

Manual routing

 

When the routing is activated via Settings > Miscellaneous > Hide conversation of other agents agents see only their own conversations and can select the unassigned ones.

 

Agents menu: displays the agents’ menu to assign the active conversation to another agent.

Routing if offline: if the conversation is archived and the user reopens it in the future by sending a new message, if the assigned agent in the conversation is offline, the conversation is assigned to another online if there is at least one, otherwise to no agent.

View unassigned conversations: allow agents to view the unassigned conversations, when an agent replies the conversation is automatically assigned to him and the conversation is removed in real-time from the admin area of the other agents. Check this option to enable the manual routing.

Email piping

 

Email piping lets you, your agents, and your users reply to chat messages via email.

 

Activation

 

To activate the email piping go to Settings > Notifications > Email piping and enter your POP3/IMAP email server information, then set the email address to use for the email piping in Settings > Notifications > SMTP and you’re done! The email address must be the one to which the email piping server connects to. Floatchat will send all emails from this email address and you, your agents, and your users will reply to this email address.

 

Information

The email address of Settings > Notifications > SMTP > Sender email must match the one used by the email piping server.

The setting Notifications > User email notifications must be enabled to send replies to the user email.

If you’re using the Artificial Intelligence app, and the settings Settings > Artificial Intelligence > Human takeover is active, no emails are sent if the chatbot knows the answer.

If the setting Convert all emails is active, all emails sent to your inbox will be converted to chat messages, mind that all emails, including spam, promotional emails and more would be wrongly converted too.

If the setting convert all emails is active, email sent by email addresses of agents and admins will be ignored, use another email address for testing.

If the setting convert all emails is active, each email sent directly to the email piping address will generate a new user conversation.

You can not use the same email address used for the email piping to reply. All your Floatchat agents and admins must use a different email address.

Agents must reply via email from the same email address registered in Floatchat.

When agents reply in Floatchat, emails are always sent to the user, even if user email notifications are disabled.

The email is sent to the Agents only if they are offline. If they are online no emails are sent.

For Google Gmail and Google Workspace emails, you need to replace your Google password with a Google app password, details on https://support.google.com/accounts/answer/185833 (Create & use App Passwords section). Enter imap.gmail.com as host and 993 as port.

Email piping requires php5-imap module (IMAP module). If it’s not installed on your server you can install it with the command apt-get install php5-imap. If you have issues contact your hosting/server support.

The Delimiter option add a text at the top of all emails:

### Please type your reply above this line ###

 

. This text tells Floatchat to delete all the content below it and it’s usefult to cut out all of the reply quotes. Activate it if you see duplicated messages in the chat. If this option is active, you and your users can not use the string ### in the emails.

 

Email attachments are supported.

In order for email piping to work, email replies must contain the Floatchatrecipient’s name. Ex. Floatchat | Floatchat2457-4734 <example@email.com>. All major email clients like Outlook Web, Outlook, Gmail, Yahoo Mail, support the recipient’s name by default via chatbot reply or reply all buttons.

Because of the nature of how emails work, each email client uses their personal codes, delimiters, and automatic strings, and more. For this reason, some chat messages converted from emails can contain invalid texts. We are working to optimize as many email clients as possible, for now, the following email clients are optimized and should not return any invalid text: Outlook Web, Outlook, Gmail, Yahoo Mail.

Email piping supports departments, if the user’s conversation is assigned to a department, the email notifications are sent only to the agents assigned to that department.

If the email includes the reply-to attribute, it will serve as the primary user email address and notifications will be sent to that email.

Cron job

Floatchat tries to process emails via cron jobs every 60 seconds, details here.

You can manually trigger execution and speed up cron jobs via API with the PHP function floatchat_email_piping(), or the WEB API function email-piping.

You can create a cron job that runs the URL [Floatchat-URL]/include/api.php?piping=true. Use the command */59 * * * * wget [Floatchat-URL]/include/api.php?piping=true to run it via a command. Replace [Floatchat-URL] with your Floatchat URL. To obtain the URL, follow these steps:

If you are using the WP or PHP version, go to Settings > Miscellaneous > Floatchat URL. If you are using the cloud version, use this URL: https://cloud.Floatchat/script/include/api.php?piping=true&cloud=API-TOKEN and replace API-TOKEN with your own API Token which can be found at https://cloud.Floatchat/account/?tab=installation.

You can also use this cron job file: download. The cron job command is php -f YOUR-FILE-PATH/cron.php.

If you manually run the cron job, check the setting Disable cron job to stop Floatchat from manually triggering it and to improve performance.

Pusher

 

Activate Pusher from Settings > Miscellaneous > Pusher to use the WebSockets instead of HTTP AJAX requests for the chat functionalities. WebSockets drastically improve the chat performance by removing the need for repeated AJAX requests to your server for checking for new messages and conversations. WebSockets also improve responsivness of the chat: faster messages delivery, more accurate online and typing status, more accurate online users list and more. If you are using the cloud version, this setting is automatically activated.

 

Activation

Go to https://dashboard.pusher.com/accounts/sign_up and create a new account.

From your dashboard at https://dashboard.pusher.com, choose the Channels product by clicking Get started.

Enter the name of your app and choose the cluster closest to your location.

From the left menu of the dashboard click App Settings and enable client events.

From the left menu of the dashboard click Keys, copy App ID, Key, Secret, Cluster.

Go to Settings > Miscellaneous > Pusher, and paste app ID, key, secret, cluster.

You’re done.

Information

Pusher is free to use for up to 200k messages and 100 concurrent connections per day. Messages are used for the following functions and more: user registration, online user status, chat messages, and chatbot messages. Pusher channels count calculation is explained here.

When Pusher is active the following AJAX requests are replaced by WebSockets: checking for new messages, checking for new conversations, online/offline status, typing status, online users list.

When Pusher is active the last activity value of users and agents is updated only on page load or when they send new messages.

When Pusher is active the option Settings > Users > Register all visitors is automatically activated and it can not be disabled.

If your server becomes overloaded, crashes, experiences excessive RAM usage, high CPU usage, or in general, slows down or has performance issues, activate Pusher.

Direct messages

 

Direct messages allow you to send а single chat message, email, or text message, to a single user or several users. Read the information below to understand how it works.

 

To send a message go to the Users area and click the direct message icon. Direct message buttons are also available in the profile box of the user.

To send a message to all users, enter All in the User IDs field.

To send a message to a group of users, enter their IDs in the User IDs field. You can check the users and then click the direct message icon to enter the IDs automatically.

All message types support merge fields.

Direct chat message

The chat message is sent to the active conversation, if any, otherwise to a new conversation.

If the option Settings > User email notifications is active, all users with an email are notified via email.

If the option Settings > Text message notifications > Active for users is active, all users with a phone number are notified via text message.

If the option Settings > Push notifications is active, a push notification is sent to all users.

The message is also sent to messaging apps such as WhatsApp and Messenger if the user is connected to them.

To send a message to all users of a single messaging app enter one of the following strings: whatsapp, messenger, instagram, telegram, twitter, google, wechat, viber, line. Enter tickets to send a message only to the users who created a Floatchat ticket via the Tickets app.

Direct email

Email header and email signature are automatically included in all emails, set them from Settings > Notifications.

The HTML language is supported.

The subject supports merge fields.

Direct text messages

To enable direct text messages you must enable the SMS in Settings > Notifications > Text message notifications.

Direct WhatsApp template messages

For more details click here.

Automations

 

Automations allow running multilingual automatic tasks when conditions set by you are met.

 

To delete a condition, set it to empty. To disable an automation, delete all conditions.

Automations are sent only 1 time to users.

If you used an automation in the past, and users already received it, you need to delete the automation and create a new one to show it to the users.

Repeat only works if used in conjunction with date time.

When date time is used in conjunction with the criteria is exactly, the value must not contain hours and minutes (hh:mm). Ex. 25/10/2021 (25/10/2021 10:30 will not work).

The setting Settings > Users > Register all visitors must be active if there are message automations that are executed on page load.

City, countries, languages work automatically only if both the settings Settings > Users > Register all visitors and Settings > Users > Full visitor details are enabled.

Cities work only if the user detail location is set and equal to city, country, or if the user detail city is set.

Countries work only if the user details country_code, or country is set, or if the user detail location is set and equal to city, country. The country name must be in english.

languages work only if the user details browser_language, or language is set.

A visitor is a Returning visitor only if it visits the website again after 24h or more.

The pop-ups appear only if the chat is closed, and they overwrite the default pop-up. You can check the message fallback option to send a message instead of showing the pop-up if the chat is open.

You may need to enable Settings > Users > Register all visitors if you want to send an automated message to new users.

Chat messages and popup fallback messages are sent only if the last user or agent message of the conversation is older than 10 minutes. This feature prevents unwanted automated messages to be sent during an agent-user conversation.

The Custom variable condition check for the JavaScript variables with the given names and values. For example, the condition example=ABC is met if into the chat’s page there is this JavaScript code: var example = “ABC”;. Add multiple variables separated by commas.

Automations are not compatible with the messagin apps like WhatsApp, Messenger, Instagram, Telegram, Twitter, Google, WeChat, Viber, Line.

Newsletter

 

Follow the steps below to complete the synchronization with your newsletter service. The user is subscribed in the following cases: registration form, user update, follow-up message, subscribe message, email shortcode.

 

Mailchimp

To get the Key, follow the docs at https://mailchimp.com/help/about-api-keys/.

To get the List ID, follow the docs at https://mailchimp.com/help/find-audience-id/.

Brevo

To get the Key, follow the docs at https://account.brevo.com/advanced/api.

To get the List ID, follow the docs at https://my.brevo.com/lists.

SendGrid

To get the Key, follow the docs at https://app.sendgrid.com/settings/api_keys.

To get the List ID, enter in SendGrid and click Marketing > Contacts(https://mc.sendgrid.com/contacts), then click on a list, or create a new one. The last part of the URL is the list ID. Ex. https://mc.sendgrid.com/contacts/lists/8558c1e7-3c99-4428-a68f-78df2e437f8e (the list ID is 8558c1e7-3c99-4428-a68f-78df2e437f8e).

Elastic Email

To get the Key, enter in Elastic Email, then click Settings from the top right profile menu. Click Create Additional API key (https://elasticemail.com/account#/settings/new/create-api), set a name and choose Plugin or Full access, or Custom and make sure the permission Contacts is set to View & Modify.

The List ID is the list name. Important! Existing list’s or segment names must not have any spaces in them.

Campaign Monitor

To get the Key, enter in Campaign Monitor, then click Account settings from the top right profile menu. Click API keys > Generate API key.

To get the List ID, enter in Campaign Monitor, then click List and subscribers from the top menu. Select a list and then click Settings from the left menu and copy the List API ID.

HubSpot

To get the Key, enter in HubSpot, then get go to Settings > Integrations > Private apps and create a new app.

Enter app name, then open the Scope tab and add the following scopes: crm.lists.write, crm.lists.read, crm.objects.contacts.read, crm.objects.contacts.write.

Click Create app and copy the token. Paste the token into the Key field of Floatchat.

To get the List ID, enter in HubSpot, then get it from Contacts > List > List details.

Moosend

To get the Key, enter in Moosend, then click Settings > API key.

To get the List ID, enter in Moosend, then get it from Audience > Email lists.

GetResponse

To get the List ID, enter in GetResponse, then get it from Lists > Your list > Settings(https://app.getresponse.com/lists). Copy the List token value.

To get the Key visit https://app.getresponse.com/api.

ConvertKit

To get the Key, enter in ConvertKit, then get it from Settings > Advanced > API secret.

To get the List ID, enter in ConvertKit, then get it from Grow > Landing Pages & Forms. Open you form and copy the numeric part of the URL. For example the ID of the form with URL https://app.convertkit.com/forms/designers/3003412/edit is 3003412.

ActiveCampaign

To get the Key, enter in ActiveCampaign, then get it from Account settings > Developer.

To get the List ID, enter in ActiveCampaign, then get it from Left menu > Lists or Left menu > Contacts > Lists. Open your list and copy the list ID in the URL. For example the ID of the list with URL https://schiocco.activehosted.com/app/contacts/?listid=1&status=1 is 1. The list ID must be in this format: domain:list-ID. The domain is the first part of your dashboard URL. For example the domain of https://schiocco.activehosted.com/ is schiocco and the final value to insert in Floatchat is schiocco:1.

MailerLite

To get the Key, enter in MailerLite, then get it from Left menu > Integrations > MailerLite API.

To get the List ID, enter in MailerLite, then get it from Left menu > Subscribers > Groups. View a group and copy the Group ID from the URL (e.g. ….group=18783408688903967…).

Mailjet

To get the Key, visit https://app.mailjet.com/account/apikeys, or enter in Mailjet, then get it from Account settings > Account settings.

To get the List ID, enter in MailerLite, then get it from Contacts > Contacts lists > Your list. Get the List ID by clicking the ? icon next to the lists’s email, e.g. 1202546.

Sendy

To get the Key, enter the Sendy settings area and copy the API KEY.

To get the List ID, enter your brand, then click View all lists and copy the list ID. The list ID setting must also include your Sendy full URL. Enter the URL plus the list ID spearated by the char |, e.g. https://example.com|TDf6o892Mx11VXGC51ui567u.

Amazon Web Services

Amazon S3

 

Upload attachments to your Amazon S3 bucket instead of the server where Floatchat is installed. Follow the steps below to set it up.

 

Log in to AWS as the root user from https://aws.amazon.com/.

Enter the IAM dashboard and click Left menu > Access management > Users.

Click Add new user, enter the username and continue.

Select Add user to group and on the User groups section below click Create group. In Permissions policies search for AmazonS3FullAccess and select it. Click Create user group.

Assign the new group to the user you are creating and continue, then click Create user.

Select the newly created user and open the Security credentials tab.

In the Access keys area, click Create access key and select Application running outside AWS. Continue until you get the keys and save them in Floatchat > Settings > Miscellaneous > Amazon S3.

Visit the Amazon S3 dashboard and click Create bucket.

Set the bucket name and region you want. Save the region and name in Floatchat > Settings > Miscellaneous > Amazon S3. Check ACLs enabled and Bucket owner preferred. Uncheck Block all public access and all related checkboxes.

Click Create bucket.

This feature is technical and optional. Support does not cover any help related to this feature.

Be aware that it may take up to 24 hours for a newly created bucket to become active. If you have recently created an S3 bucket and it is not working, wait for 24 hours and try again.

More settings

Saved replies

 

Saved replies, also known as canned messages, refer to a collection of pre-written messages that agents can quickly access and employ in the chat editor.

 

Saved replies can be printed by typing # followed by the saved reply name, plus a space.

The saved replies pop-up can be opened by typing ##.

Use \n to do a line break.

If you are using the Dialogflow chatbot, the saved replies panel search will include results from Dialogflow Intents.

You have the option to add all Dialogflow Intents to the saved replies list by using the setting at Settings > Artificial Intelligence > Google > Add Intents to saved replies.

NOTIFICATIONS

Notifications

 

To understand how notifications work and when they are sent read the information below. If you think notifications are not working, most probably you’re just testing them in the wrong way, please read the information below before asking for support.

 

Email notifications

 

Both agents and users can receive an email notification when a new message is received.

 

Email notifications for admin and agents

When a user sends their first message, if the conversation is assigned to a department, an email is sent only to the agents assigned to that department, if the conversation is assigned to a specific agent, an email is sent only to that agent, otherwise an email is sent to all agents who are not online at the moment. Subsequent emails are sent only to the last agent in the conversation.

Email notifications are sent only if the last agent in the conversation is offline.

If you’re using the Artificial Intelligence app, and Settings > Artificial Intelligence > Human takeover is active, no emails are sent if the chatbot knows the answer.

To prevent admins from receiving email notifications check Settings > Notifications > Do not send email notifications to admins.

Email notifications for users

When an agent sends a message to a user, an email is sent to the user only if the user is offline.

Only 1 email is sent. Subsequent messages will not trigger a new email alert.

Create the email

 

To manage the emails and create the contents go to Settings > Notifications. You can use text and HTML. New lines are automatically converted to <br />. You can use the following merge fields in the email. Merge fields are automatically replaced with the updated information.

 

Code Description

 

{recipient_name}

The name of the user or agent who is receiving the email.

 

{sender_name}

The name of the user or agent who was sending the message that triggered the email notification.

 

{sender_profile_image}

The profile image of the user or agent who was sending the message that triggered the email notification.

 

{message}

The links to any attachments that were part of the message that triggered the email notification.

 

{attachments}

Emails may not be delivered for several reasons; below are the most common ones:

Cron job

 

You can run the following cron job for sending email notifications to both users and agents, in which case you also need to select Settings > Notifications > Email notifications via cron job. Sending emails via cron job will improve your email notifications: they will include the whole conversation and will be sent only 1 time. If you are using the cloud version, use this URL: https://cloud.floatchat/script/include/api.php?email-notifications=true&cloud=API-TOKEN and replace API-TOKEN with your own API Token which can be found at https://cloud.Floatchat/account/?tab=installation.

 

You can create a cron job that runs the URL [Floatchat-URL]/include/api.php?email-notifications=true.

Use the command */59 * * * * wget [Floatchat-URL]/include/api.php?email-notifications=true to run it via a command.

Replace [Floatchat-URL] with your Floatchat URL, get it from Settings > Miscellaneous > Floatchat URL.

We don’t provide support for problems related to your cron job.

Problems?

 

Emails may not be delivered several reasons; below are the most common ones:

 

Reason Description Solution

Hosting problems The email server of your web hosting provider is not able to send emails or the emails are sent but they are automatically detected as spam and deleted by the email clients. If the settings at Settings > Notifications > SMTP are not set, your server will send the emails instead. Contact your web hosting provider regarding email support or use your SMTP server by activating it in Settings > Notifications > SMTP.

SMTP problems The email is not sent also if you activated the SMTP option in the Notifications area. If you don’t receive the emails make sure they are working by sending a test email from Settings > Notifications > Send a user email notification or Send an agent email notification. If you don’t receive the test email, your SMTP server, is not working. Open the browser console for more details about the error. Because this is not an issue related to Floatchat​ , the support doesn’t cover it, please contact your server/hosting/SMTP support instead. You can use sendgrid.com, you can send 40000 emails for 30 days for free, then 100/day forever for free.

Google Gmail The email is not sent also if you activated the SMTP option in the Notifications area and you are trying to the Gmail SMTP server. If you’re using Gmail enter smtp.gmail.com as host and set 465 or 587 as port. You need also to allow access to Gmail to less secure apps, you can do it from https://myaccount.google.com/lesssecureapps.

Push notifications

 

Push notifications are like Desktop notifications but with some key difference. Desktop notifications, also called Web notifications, are requested directly by the client while Push notifications come from a server. The main difference is that the Push notifications work always, also if your device is offline, or Floatchat is not open. Also, they are persistent and always visible until closed. Push notifications require an external service to work. We support Pusher and OneSignal, they are free to use for up to 2000 users/devices. Pusher does not support iOS devices. You need to use OneSignal if you have an iOS device. The cloud version of Floatchat uses OneSignal and OneSignal account by default, you do not have the option to configure it.

 

Activation – Pusher

Go to Settings > Notifications > Push notifications and select Pusher as provider.

Go to https://dashboard.pusher.com/accounts/sign_up and create a new account.

From your dashboard at https://dashboard.pusher.com, choose the Beams product by clicking Get started.

Enter the Instance name and create the instance. You can enter any value you want.

From the left menu of the dashboard click Keys, copy the Instance ID and Primary key.

Enter the Floatchat admin area, go to Settings > Notifications > Push notifications, and paste instance ID, primary key.

If you are using the WordPress, you have to access the Floatchat admin area outside of WordPress, click here for more details.

You’re done. Pusher does not support iOS devices. You need to use OneSignal if you have an iOS device.

Activation – OneSignal

Go to Settings > Notifications > Push notifications and select OneSingal as provider.

Go to https://dashboard.onesignal.com and create a new account.

Go to Settings > Platform create a push notification integration and select the Web Configuration.

Enter a name and the domain where Floatchat is installed. Enter only the root domain URL, excluding the full admin Floatchat URL. For instance, if the Floatchat URL is https://www.example.com/Floatchat/admin.php, just enter https://www.example.com.

If you are using the WordPress, you have to access the Floatchat admin area outside of WordPress, click here for more details.

Scroll to Advanced Push Settings – Service Worker and enter the following service worker values.

Path to service worker files: get the value from Settings > Notifications > Push notifications > Service Worker path.

Main service worker filename: sw.js

Updater service worker filename: sw.js

Service worker registration scope: get the value from Settings > Notifications > Push notifications > Service Worker path.

Scroll to CLICK BEHAVIOR and as Matching Strategy select Origin: Take actions on a previous tab open to the same domain.

Click Save.

Go to Settings > Keys & IDs and copy AppID and Rest API Key. Paste them into Floatchat > Settings > Notifications > Push notifications > App ID and API key. Click Save changes.

For iOS users only, access the Floatchat admin area via Safari, then click the Share button and select Add to Home Screen.

Reload Floatchat and you should see the prompt to activate the Push notifications. If you do not see it click Settings > Notifications > Push notifications > Subscribe.

 

Activation for users

Download the service worker file here.

Upload this file to your site at the following location: https://your-site.com/service-worker.js

Go to Settings > Notifications > Push notifications > Service Worker URL and enter the URL of the file. E.g. https://your-site.com/service-worker.js. If you are using the cloud version, enter https://cloud.Floatchat/sw.js. If you are using the SaaS version, replace cloud.Floatchat with your domain.

You’re done.

Information

Pusher is free to use for up to 1000 concurrent subscribers. While you should be able to use the free plan for the admin area and all the agents, you may need a paid plan for Push notifications sent to the users depending on your site traffic.

Push notifications only work for full HTTPS websites. The only exception is localhost to ease development.

When a user click the notification the last page visited by the user is open and the chat is open automatically.

On desktop the browser needs to be running since that is the process that receives the push messages.

When Push notifications are active, they replace desktop notifications.

On Android and mobile devices, desktop notifications may not work, in which case you need to use Push notifications.

If Push notifications are active and not working, disable them and try again.

Push notifications can not be received on a desktop PC unless a browser is running.

Push notifications on iOS devices (iPhone) are available only from iOS 16.4. You need to install Floatchat as a PWA (details here). You need to use OneSignal. Pusher does not support iOS devices.

To reset the OneSignal subscription and subscribe again check the docs at https://documentation.onesignal.com/docs/clearing-cache-and-resetting-push-permissions.

Push notifications for admin and agents

When an agent click the notification the admin area is open and the right conversation is selected. If the admin area is already open the notification will not open a new tab.

When a user sends their first message, a Push notification is sent to all validated agents; subsequent notifications are sent only to the last agent in the conversation.

If you’re using the Artificial Intelligence app, and Settings > Artificial Intelligence > Human takeover is active, no notifications are sent if the chatbot knows the answer.

If you’re using the WordPress version, Push notifications are not supported in the WordPress admin area, you need to access the Floatchat admin area directly, more details here.

If the Routing setting is active, only the agent assigned to the conversation receive the notification, admins see all conversations but don’t receive notifications.

If the Queue setting is active, only the agent assigned to the conversation receive the notification. Notifications are not sent for messages sent by the user while waiting in queue. Admins see all conversations but don’t receive notifications.

If a user conversation is assigned to a department, only the agents assigned to that department receive the notification.

If a user conversation is not assigned to any department, only agents with no assigned department receive the notification.

Notifications are sent only if the last agent in the conversation is offline.

If human takeover is active, no notifications are sent if the chatbot knows the answer.

If Push notifications are not working, make sure you allowed the notifications, in Chrome you can check this from Privacy and Security > Site settings > Notifications. If they don’t work on a mobile device, try these steps too: install the PWA or delete it and install it again, restart the mobile device.

If Push notifications are not working, and you are using Windows, ensure that the notification feature is not being blocked by Windows. To do this, click on the Start button and search for Notifications. Then, open the Turn app notifications on or off option and verify that your browser is not being blocked.

If Push notifications are not working, ensure that the Floatchat admin area is not visible and open. If the admin area is open, please minimize it or open another window or browser tab.

If Push notifications are not working, your system might be blocking them. If you are using Windows 10+ check this link. If you are on Mac check this link.

Desktop notifications

Desktop notifications

Desktop notifications are not sent if the user is viewing a page with include the chat (the user browser is open and visible, and the active page contains the chat).

Desktop notifications are not supported on iPhone and iOS devices.

Desktop notifications work only for secure URLs that use HTTPS (not HTTP). Your Floatchat admin URL must use HTTPS.

When Push notifications are active, they replace desktop notifications.

If desktop notifications aren’t working, try the solutions in the Push notifications section.

Text message notifications

 

Both agents and users can be notified via text message when a new message comes in. Text message notifications are provided by Twilio. Twilio is a paid service, but it is cheap, and you can use the trial version to test text message notifications for free.

 

Activation

Go to https://www.twilio.com and create a new account.

Verify your phone number.

Complete the form and choose SMS.

Once into the dashboard, click Get a Trial Number, then Choose this number.

Enter the Floatchat admin area, go to Settings > Notifications > Text message notifications, and paste account SID, auth token, trial number (or a purchased phone number). Find all details in the Twilio dashboard.

If you’re using the trial version, you can send notifications only to verified numbers. Enter the Twilio dashboard and click the left button # (Phone Numbers), then click Verified Caller IDs and add your phone number.

To start using the service live and to receive text messages in Floatchat you need to purchase a phone number. After the purchase go to Phone numbers > Manage > Active numbers, click your number, and enter the URL of Floatchat get it from Floatchat > Settings > Notifications > Text message notifications > Get configuration URL.

You’re done.

Information

Ensure that your agents and admins are assigned a phone number so that agent text messages can be sent to the appropriate numbers.

All phone numbers must have the country code starting with the symbol + (eg. +15558675310).

You can get the user’s phone number via registration form, follow-up message, subscribe messageor, or via [email] shortcode. You can manually enter the user phone from the admin area or via API.

When a user sends their first message, if the conversation is assigned to a department, a test message is sent only to the agents assigned to that department, if the conversation is assigned to a specific agent, a text message is sent only to that agent, otherwise an text message is sent an email is sent to all agents who are not online at the moment. Subsequent text messages are sent only to the last agent in the conversation.

Text message notifications are sent only if the last agent in the conversation is offline.

If you’re using the Artificial Intelligence app, and human takeover is active, no text messages are sent if the chatbot knows the answer.

To use the Sender ID feature enter the sender name in the Sender number field.

Sound notifications

When Settings > Notifications > Sounds are enabled, a sound will play whenever a new message or conversation is received.

Audio will only play when the user or agent engages with the document by clicking somewhere in the admin area or on the page displaying the chat widget. This is because of a security feature of the browsers.

If the sound is set to repeat, it will loop as long as the admin area or the chat widget page is not open or minimized. If the the admin area or the chat widget page is open and visible, you will not hear the sound.

GOOGLE

Google

 

The settings below are related to the Artificial Intelligence app.

 

Synchronization

 

To start using the Google AI services and Dialogflow follow the steps below.

 

Automatic sync mode

 

This feature is available only on the cloud version of Floatchat.

 

Click Synchronize now and complete the procedure.

If you want to activate the Dialogflow chatbot, check Settings > Artificial Intelligence > Google > Dialogflow chatbot. Also, you have to enter your chatbot Project ID or Agent Name, to get it follow the steps below.

You need to purchase credits to use this option.

Manual sync mode

Enable the setting Floatchat > Settings > Artificial Intelligence > Google > Dialogflow Chatbot and save the changes.

Go to console.cloud.google.com and sign in.

Select or create a project by clicking the Select a project button on top-left.  Name the project as you want.

Activate the Dialogflow API by entering Dialogflow API on the top search bar. Click Dialogflow API and then click Enable.

Select the project and the go to Left menu > APIs and services > OAuth consent screen. Select External and click Create.  In App name enter what you want, in User support email and Developer contact information enter your email. Click Save and continue.

In the scopes area, click Add or remove scopes, scroll bottom and into the Manually add scopes area enter https://www.googleapis.com/auth/dialogflow,https://www.googleapis.com/auth/cloud-language,https://www.googleapis.com/auth/cloud-translation. Click Add to table and then Update and Save and continue.

In the test users area, click Add users and add your Google email, use the same email as the currently logged in account. Click Save and continue.

Go to Left menu > APIs and services > Credentials and click Create credentials, select OAuth client ID.  As Application type select Web application. Enter any name you want. In Authorised redirect URI enter the redirect URL, get it from Floatchat > Settings > Artificial Intelligence > Google > Authorised redirect URI. Click Create.

Copy Client ID and Client Secret and paste them into Floatchat > Settings > Artificial Intelligence > Dialogflow. Save the settings.

In Settings > APIs & Services > OAuth Consent Screen click PUBLISH APP. There is no need to complete the review process, leave it in the pending review state.

Click Floatchat > Settings > Artificial Intelligence > Google > Synchronize. Login with the same Google account you have used till now. On the next screen click Continue.  On the next screen select all scopes and click Continue.

Copy the Refresh token and paste it into Floatchat > Settings > Artificial Intelligence > Google > Refresh token.

You are done! If you want to activate the Dialogflow chatbot, check Settings > Artificial Intelligence > Google > Dialogflow chatbot. Also, you have to enter your chatbot Project ID or Agent Name, to get it follow the steps below. Note that the app does not need to be approved by Google.

If you are a Google Workspace user, go to https://admin.google.com/ and click Google Cloud Session control. Set Re-authentication policy to Never require re-authentication.

 

Dialogflow

 

The information provided below is relevant to Dialogflow.

 

Get Project ID

Log in to the Dialogflow ES console by going to dialogflow.cloud.google.com. You must sign in with the same Google account used during the synchronization.

Click the gear icon at the top left, near the chatbot name, and open the settings area. . If you haven’t created a chatbot yet, follow the instructions below to create your first bot.

Copy the Project ID .

Make sure to choose US / GLOBAL on the top left of the Dialogflow dashboard. Please note that our system does not support mega agents. .

Get Dialogflow CX Agent Name

Log in to the Dialogflow CX console by going to https://dialogflow.cloud.google.com/cx/.

Select the project of the desidered agent and go to the agents page. You can enter the agents page by selecting the agent and by clicking the top button Agents > View all agents .

Click the options menu for the desiderate agent in click Copy name .

More details at https://cloud.google.com/dialogflow/cx/docs/quick/api#detect-intent-drest.

Location

 

Set the location or region of your Dialogflow agent. This setting is optional if your agent location is set to global.

 

Welcome Intent

 

Trigger the Dialogflow Welcome Intent for new visitors. The option Settings > Messages > Welcome message must be active.

 

Send the user details

 

Send the user details of the registration form and email rich messages to Dialogflow.

 

Add Intents to saved replies

 

Include the Dialogflow Intents into the saved replies. To access the saved replies option, go to Settings > Admin > Saved replies.

 

Create a basic chatbot

 

If you haven’t created a chatbot yet, follow the instructions below to create your first one. The creation and management of your Dialogflow chatbot is handled entirely by Dialogflow. There are a lot of tutorials online that can help you create and configure your Dialogflow bot.

 

To create your first chatbot enter the Dialogflow console and create an agent. As Google project select the same project used during the synchronization.

Add a new Intent from the left menu and open it.

In the Training phrases area adds the user’s question you want the chatbot to reply to, add as many variants are you can. For example, if you want to the chatbot to reply to users asking for your business address, add variants like “what is your address”, “address”, “where are you”.

In the Responses area adds the chatbot answer as a text response. If you want to add buttons, cards, etc., you can use the rich messages.

You have created your first question and answer! Test if from the right area or from the Floatchat chat. Add new Intents to populate your chatbot with the questions and answers you want. You can include basic pre-built questions and answers by enabling the Small Talk feature from the left menu.

 

Here are some great resources to help you build a more complex chatbot:

chatbotslife.com/dialogflow-restaurant-bot-tutorial-1-45ce1d3c0ab5.

tutorials.botsfloor.com/building-your-own-chatbot-using-dialogflow-1b6ca92b3d3f.

marutitech.com/build-a-chatbot-using-dialogflow/.

Actions

 

The following actions give the chatbot the ability to interact with the website autonomously on behalf of the user. To use an action go to Dialogflow, edit an Intent, and add a new Custom Payload response with the following syntax: { “ACTION-NAME”: ACTION-VALUE }.

 

Action code Description

 

{ “human-takeover”: true }

Disable the chatbot for 5 minutes, notify agents, and leave the conversation marked as unread.

 

{ “disable-bot”: true }

Disable the chatbot for 5 minutes.

 

{ “redirect”: “URL” }

Redirect the user to the given URL. Add the value “new-window”: true to open the URL in a new window.

 

{ “open-article”: ID }

Open the article with the given ID.

 

{ “transcript”: true }

Generate the conversation transcript as a text file and download it. Set it to email to send the transcript to the user’s email, add the value message: “Your message” to include a message in the email.

 

{ “tags”: [“Tag 1”, “Tag 2”] }

Assign tags to a conversation.

 

{ “department”: ID }

Change or set the conversation department and notify the agents.

 

{ “agent”: ID }

Change or set the agent assigned to the conversation and notify the agent.

 

{ “send-email”: { “recipient”: “active_user”, “message”: “”, “attachments”: [] } }

Send an email to the active user or agents. Attachments syntax: [[“name”, “link”], [“name”, “link”],…]}. Recipient value can be active_user or agents.

 

{ “update-user”: true }

Tells the admin area to update the user of the active conversation. Use this action in combination with other actions to update the user details of the admin area in real-time.

 

{ “archive-chat”: true }

Archive the chat and send the close message if active.

 

{ “update-user-details”: { “email”: “”, “last_name”: “”, “first_name”: “”, “extra”: { “phone”: [“+123456789”, “Phone”] }}}

Update the details of the active user. You can update all details, including first_name, last_name, email, user_type, password You can update the user extra details, like the phone number, by entering the values into the extra key, the values must use the following syntax: “slug”: [value, “label”]. Download an example here. To upload an Intent go to the Intents area and click the 3-dots menu icon on the top-right, then click Upload Intent. Start the conversation by sending the message “start”.

 

{ “update-user-language”: “$language” }

Update the user language, and the chatbot language if multilingual chatbots feature is active, to match the language requested by the user. The Dialogflow Entity value for the language is represented by the parameter $language.

Dialogflow Fulfillment

 

The fulfillment data sent to your webhook URL is like below:

 

{

“responseId”: “4a58fc4f…”,

“queryResult”: {

“queryText”: “fullfilment”,

“parameters”: [],

“allRequiredParamsPresent”: true,

“fulfillmentText”: “Example”,

“fulfillmentMessages”: [{

“text”: {

“text”: [“Response”]

}

}],

“outputContexts”: [{

“name”: “projects/schiocco…”,

“parameters”: {

“no-input”: 0,

“no-match”: 0

}

}],

“intent”: {

“name”: “projects/schiocco…”,

“displayName”: “Fullfilment”

},

“intentDetectionConfidence”: 1,

“languageCode”: “en”

},

“originalDetectIntentRequest”: {

“payload”: {

“support_board”: {

“conversation_id”: “3002”,

“user_id”: “3777”

}

}

},

“session”: “projects/example/agent/sessions/3777-3002”

}

 

The payload and session fields contain the Floatchat user ID and conversation ID.

 

Dialogflow Information

Chatbot training and optimization

It will require some time for your chatbot to consistently provide correct answers to all questions. To improve its performance, you and your human agents should continuously train the chatbot by incorporating new question variations and Intents. This approach will effectively enhance the capabilities of your chatbot.

Agents can add new Intents and chatbot responses, and add new training phrases to existing intents on the fly from the admin area by moving the mouse cursor over a message and clicking the Dialogflow Intent icon. Enable Settings > Artificial Intelligence > OpenAI > Generate user expressions to automatically add variations of the question and to rewrite the answer. New Intents will contain also the responses, while the update of existing intents will add new training phrases only, but not new chatbot responses. If you’re using Dialogflow CX, the chatbot responses will be added to the latest flow used in the conversation if any, otherwise to the start flow.

If the chatbot is replying with the wrong intents, go to Dialogflow Console > chatbot Settings > ML Settings, and set the ML CLASSIFICATION THRESHOLD to a larger number, such as 0.6. Also check the Intent detection confidence.

Dialogflow Intent detection confidence

 

When searching for a matching intent, Dialogflow scores potential matches with an intent detection confidence, also known as the confidence score. These values range from 0.0 (completely uncertain) to 1.0 (completely certain). Specify a value ranging from 0.1 to 1.0. Any answer provided by Dialogflow that is less than this value will not be considered. If you are utilizing Dialogflow alongside your OpenAI chatbot that is trained using your resources, it is recommended to configure the value as 0.81.

 

Knowledge Base

 

Knowledge Base are automatically enabled. Knowledge Base is a feature that gives your chatbot the ability to search within documents (such as a PDF) or web pages to find an answer. To create your first Knowledge Base, go to cloud.google.com/dialogflow/docs/knowledge-connectors

 

Dialogflow response

 

The full Dialogflow JSON response is automatically saved in the database, Floatchat_messages, column payload.

 

Ignore an Intent if it doesn’t fit the provided keywords

 

Sometimes Dialogflow gives incorrect answers due to similar questions with different subjects. To solve this, you can instruct Floatchat to ignore an Intent if specific keywords are not present in the user’s message. Here’s how you can do it:

 

Enter Dialogflow and edit the Intent.

For each training phrase, select the keywords you want to be required and link them to a new Entity, or an existing one.

Under Actions and parameters check Required and add a new Prompt with value skip-intent

Save the Intent.

User attachments

 

User attachments are sent to Dialogflow by appending the attachments to the message details in the following format:

 

[name:file-name.ext,url:URL,extension:file-extension]

 

Example:

 

[name:archive.zip,url:https://Floatchat/archive.zip,extension:zip]

[name:license.pdf,url:https://Floatchat/license.pdf,extension:pdf]

 

Chatbot attachments

 

To allow the chatbot to send attachments, add a Custom Payload response and insert this JSON code:

 

{ “attachments”: [[“name”, “YOUR-LINK”], [“name”, “YOUR-LINK”], [“name”, “YOUR-LINK”]]}

 

Replace “name” with the actual name of the attachment to display and replace “YOUR-LINK” with the actual URL of the file. Images attachments are displayed automatically as images. 

 

Rich messages

 

To allow Dialogflow to send rich messages, simply enter the rich message shortcode into the TEXT RESPONSE field or add a new Custom Payload response and insert this JSON code: { “rich-message”: “shortcode” }. Replace “shortcode” with the rich message shortcode, to have a valid JSON code you need to replace all ” chars with \”. To obtain the shortcodes or to learn how to create a rich message, please click here.

 

Rich message response

 

When the user interacts with rich messages via the Floatchat chat (e.g. by clicking a button), the rich message response is sent to Dialogflow in the following format: ID|response, or ID if the rich message type is registration, email, follow up, in this case the rich message values are sent as array in the queryParams[‘payload’] key. ID is the rich message ID, which can be set by adding the attribute id=”YOUR-ID” to the shortcode. If no ID has been set, a random ID will be used instead. response is the input or selection of the user. To block Dialogflow from replying to a rich message add a new intent with ID as the only user expression and no response.

 

If the user is interacting with the chatbot via a messaging app (e.g. WhatsApp), the response of the rich message does not contain the rich message ID and Dialogflow contexts must be used to allow Dialogflow to understand which Intent to activate for a specific rich message response.

 

Get rich message response for registration, email, follow up

Check the option Floatchat > Settings > Artificial Intelligence > Google > Send user details.

From Left menu > Fulfillment enable Webhooks, you only need to enter the URL of the file that will receive the Dialogflow webhook data.

Create an Intent with the ID of the rich message, for the registration form, enter registration, for the follow up form enter Floatchat-follow-up-form, for email forms enter email.

Enable the Fulfillment for the Intent.

You’re done! The file of the webhook URL will receive the Floatchat rich message user details.

Sequential survey

 

To create a sequential survey like the one of the demo you need to enter the Rich message ID in the Training phrases, check the example below.

 

Go to Dialogflow and create a new intent. In the Training phrases area enter the user expression survey example. In the Responses area enter the code [buttons id=”test-survey-1″ options=”Software,Physical products,Services” title=”What is your type of business?” message=”Please choose the type that best suits your company.” success=”Your company type is “]

Create a new intent. Enter the user expression test-survey-1 and as response enter [select id=”seq-survey-2″ options=”Priority post, Express courier, International courier” title=”Shipping methods” message=”Choose the preferred shipping method of your customers” success=”Your customers preferred shipping method is”]

Create a new intent. Enter the user expression test-survey-2 and as response enter Thank you for completing our survey!.

You’re done.

Department linking

Get the department IDs from Settings > Miscellaneous > departments.

Get the project IDs from the Dialogflow settings area of your agents.

More information

Dialogflow supports the use of voice messages through speech recognition. WhatsApp audio messages and .ogg audio files are not natively supported. To support WhatsApp audio messages and .ogg audio files, activate Settings > Artificial Intelligence > OpenAI > Speech recognition.

You can activate the chatbot via API but sending a message with no text and payload { “event”: “activate-bot” }.

The following details are sent to Dialogflow in the queryParams parameter when detecting an intent: conversation_id, user_id.

To trigger the welcome event in Dialogflow CX, create a Event Handler and insert Welcome as Custom Event.

Floatchat articles are synchronized automatically with the Dialogflow knowledge base.

Use the JS variable Floatchat_DIALOGFLOW_AGENT = “AGENT ID” to change the default Dialogflow agent, replace “AGENT ID” with the project ID.

If the user sends the same message again, triggering the same Intent in Dialogflow, and OpenAI is active, Floatchat will attempt to send a message from OpenAI and will ignore the response from Dialogflow.

You can access the user_id and conversation_id of the current user and conversation in Dialogflow CX using the $session.params.user_id and $session.params.conversation_id codes, which are located in the Condition area of the route.

Multilingual Chatbot

 

The feature Artificial Intelligence > Google > Multilingual checks if there is a Dialogflow agent in the user’s language and activate it.

 

For this feature to work the user language must be know. The user language is based on the language user detail of the user if set, otherwise on the user browser language. The language can also be detected with the language detection feature.

Make sure to activate this setting even if your OpenAI sources consist of multiple languages.

Automatic Translation

 

The automatic translation feature automatically translates user messages into agent language and agent messages into user language. To enable it check the option Settings > Artificial Intelligence > Automatic translation and complete the synchronization process. The multilingual via translation feature also requires these steps.

 

The Google account used for the Dialogflow synchronization must have billing and the cloud-translation service enabled, to do that follow the steps below:

Log in to https://console.cloud.google.com with your Google account and select the project of your Dialogflow Agent.

On the top search bar type cloud translation, select the Cloud Translation API service and enable it. Please note that this is a paid service with a free tier, additional charges may occur.

Enable the billing by clicking Left menu > Billing and by enabling a billing account with a valid payment method. Enable billing for the project of your Dialogflow agent.

Information

The user messages in the admin area are translated automatically in real-time to match the agent language.

The agent messages are translated automatically in real-time to match the user language.

Agents can view the original message by opening the message menu and by clicking View original message.

The agent language is based on the language user detail of the agent if set, otherwise on the browser language, or admin area language.

The user language is based on the language user detail, if set, otherwise on chat language, if set, otherwise on the browser language. The language can also be detected with the language detection feature.

The notifications are also translated.

To avoid translating a string, enclose it with the characters ` or “`.

Multilingual via translation

 

The feature at Settings > Artificial Intelligence > Multilingual via translation automatically translates user messages into the default language of Dialogflow or OpenAI, and translates Dialogflow or OpenAI messages into the language spoken by the user. Additionally, this feature translates all text displayed within the chat, such as the chatbot’s rich messages, registration forms, and pop-up notifications. To enhance performance and minimize translation costs, the translations are automatically integrated into the translation files. Combine this feature with the language detection feature for optimal results.

 

The original texts must be in English.

Language detection

 

Detect the language of the user’ messages and change the user language and Dialogflow agent language accordingly, if available, otherwise, show a fallback message. You can use the following merge fields in the message: {language_name}.

 

The user message must be at least 2 words long.

Language detection is executed only for the first 2 user messages of a conversation.

As long as the OpenAI chatbot is operational and programmed to respond to generic inquiries, the fallback message will never be dispatched, since OpenAI will consistently provide answers to any use message.

Google search

 

The Google search features give your chatbot the ability to search for answers on Google and your website and automatically correct misspelled user questions. To start using it, follow the steps below.

 

Register at https://programmablesearchengine.google.com/.

Create a search and setup it is as you want. We recommend to add only your website and Wikipedia if you want your chatbot to reply to general questions, leave disabled the option Search the entire web. Use the setting Entities to exclude invalid results.

Go to Edit search engine > Setup > Basic and copy the Search engine ID value, paste it in Floatchat.

To get the API key visit https://developers.google.com/custom-search/v1/overview and click Get a key.

Spelling correction

 

In the case where Dialogflow is unable to find the appropriate response to the user’s message, this function verifies if there are any spelling errors. If any such errors exist, Dialogflow is prompted again with the correctly spelled version of the message for an accurate response. Although it has a lower priority, this feature can still work together with the OpenAI Dialogflow spelling correction feature.

 

Entities

 

The Entities setting analyze the user’s message and recognize and extract entities like cities, events, dates, and more. Use it to exclude invalid results returned by Google search. To enable this setting follow the steps below.

 

Log in to https://console.cloud.google.com with your Google account and select the project of your Dialogflow Agent.

Enter Cloud Natural Language API in the search bar at the top, select Cloud Natural Language API and enable the API .

Enable the billing by clicking Left menu > Billing and by enabling a billing account with a valid payment method. Enable billing for the project of your Dialogflow agent.

Information

The Google search is performed only if the chatbot does not know the answer to the user’s question and if the length of the user’s message is greater than 4 characters.

If the Google search returns a result, the Dialogflow context google-search is automatically activated. The context contains the attribute link which is the website’s link of the Google search result. Use the context to create a new intent that provides the link, if the user sends a message like tell me more or I want to know more.

Google Search is not required to activate the spelling correction. You can disable Google Search and activate only spelling correction.

If Google Search is active, it will have priority over OpenAI.

 

OPENAI

OpenAI

 

The settings below are related to the Artificial Intelligence app.

 

Synchronization

Automatic sync mode

 

This feature is available only on the cloud version of Floatchat.

 

The automatic sync mode is ready-to-use and does not require any additional settings.

If you want to activate the chatbot, check Settings > Artificial Intelligence > OpenAI > Chatbot.

You need to purchase credits to use this option.

Manual sync mode

 

The OpenAI (ChatGPT) integration gives your chatbot the ability to answer general questions about almost anything you can imagine. To start using it, follow the steps below.

 

Register at https://beta.openai.com/signup.

Get an API key from https://beta.openai.com/account/api-keys and paste it into Settings > Artificial Intelligence > OpenAI > API key

Enable the chatbot from Settings > Artificial Intelligence > OpenAI > Chatbot.

Information

If OpenAI is not working, click here.

If you want to send only the latest user message and prevent all previous conversation messages from being sent to OpenAI, you can select the option Omit previous messages. If OpenAI is unable to reply after a few user messages, you can try checking this option and attempting again.

If Dialogflow is active, the OpenAI query is performed only if the chatbot does not know the answer to the user’s question and if the length of the user’s message is greater than 4 characters.

The following settings are compatible with OpenAI: Smart reply, Human takeover, Disable for the tickets area, Disable during office hours, Bot response delay, Reply to user emails, Reply to user text messages.

The following Google settings are compatible with OpenAI: Multilingual, Multilingual via translation, Automatic translation, Language detection

If a human takes control, the OpenAI chatbot is deactivated, and is remains deactivated also if the agent goes offline. The Dialogflow chatbot continues to function whenever necessary.

The default model is gpt-3.5-turbo.

OpenAI supports the use of voice messages through speech recognition.

Settings

 

See information about most OpenAI settings here.

 

Assistant

 

This features allow you to use your own GPTs (assistants) created at https://platform.openai.com/assistants. The assistant is used only for the chatbot, and smart replies, not for the message rewriting and other features. If you are using the cloud version you have to set Settings > Artificial Intelligence > OpenAI > Sync mode to Manual and use your own API key.

 

Chatbot

 

The OpenAI chatbot feature functions similarly to Dialogflow, providing automated responses to user messages. Select the Chatbot mode setting to specify the questions that the chatbot is capable of responding to. Utilize the human takeover feature to enable the chatbot to redirect the chat to a human agent as necessary.

 

Fallback message

 

The fallback message is sent when OpenAI is unable to understand the user question. If the Dialogflow chatbot is enabled, the fallback message will be turned off and the Dialogflow chatbot’s fallback message will be utilized instead.

 

Prompt

 

The prompt instructs OpenAI on how to respond by providing relevant information that can be utilized to answer user inquiries. To comprehend the process, refer to the example prompts listed below.

 

If you choose to activate the human takeover feature, you need to tell OpenAI to respond with I don’t know if it is unable to provide an answer to the user’s question. You should always include the following text in the prompt: Respond “I don’t know”, if not sure about the answer.

 

Prompt – Message rewriting

 

This prompt instructs OpenAI on how to rewrite a message when the Message rewrite button is active. This prompt should be in English. Floatchat automatically add the following text when required: and use the user langauge, add greetings.

 

Replies from the training sources can be utilized with the prompt feature as they are compatible.

 

Spelling correction

 

This feature automatically fix any spelling mistakes in the agent’s message.

 

Smart reply

 

This feature allow to enable the Smart Reply feature also if the chatbot is not active. If the chatbot is active the Smart Reply feature will use OpenAI automatically.

 

Dialogflow spelling correction

 

In the case where Dialogflow is unable to find the appropriate response to the user’s message, this function verifies if there are any spelling errors. If any such errors exist, Dialogflow is prompted again with the correctly spelled version of the message for an accurate response. Although it has a higher priority, this feature can still work together with the Google Search spelling correction feature.

 

Message rewrite button

 

This feature adds a button to the text field of the conversation area, click on it to rewrite your message and make it more friendly and professional. Greetings will be added automatically if there is no previous agent messages. If your language is not English, you have to edit your agent/admin profile and set the correct language.

 

Speech recognition

 

When this option is active, audio messages will be converted to written text.

 

You do not need to activate this feature for the chatbot to understand audio messages. The speech recognition feature of the chatbot is always enabled.

For this feature to work better, the user language should be know. To automatically detect the user’s language, you can enable the language detection feature.

The text will be displayed alongside the audio player.

The generated text is compatible with the translation features.

Source links

 

When this option is active, the response will automatically include the links to the sources and training data used for generating the answer.

 

Note data scraping

 

When this option is active, you will see a menu in the notes panel. The menu enables the automatic extraction of specific information from the user’s messages.

 

OpenAI parameters

 

Floatchat allows you to adjust various OpenAI parameters such as temperature and logit_bias, for more details visit https://platform.openai.com/docs/api-reference/completions/create. Don’t set any values if you don’t know what these parameters do or OpenAI may stop working.

 

Logit bias

 

The Logit bias parameter must be JSON string and the keys must be strings, for example: {“2435”:-100, “640”:-100}.

 

Generate user expressions – Option

 

When this option is active, OpenAI will generate new user expressions in real time when you open the chatbot training window.

 

Generate user expressions – Button

 

When you click the button Generate user expressions, openAI will update your Dialogflow agent and generate new user expressions for each Intent.

 

Make a backup of your Dialogflow agent first.

This task can take several minutes or even hours if your chatbot has a lot of Intents. Since the operation takes a long time, your server may interrupt the operation (operation timeout) before it finishes, in which case you need to click the button again. You can verify if the operation is interrupted by checking the browser console for errors.

This task is performed only once per Intent. Previously processed Intents will be ignored.

This task checks existing user expressions and does not create duplicates.

The first 5 user expressions will be used to generate new user expressions.

Since this is an automated process, we strongly recommend reviewing your Intents after the task has been completed.

 

Training

 

With this feature, your chatbot can undergo training using your website texts or PDF documents. Once the training is successfully completed, the chatbot will be able to answer questions related to your contents.

 

To initiate the chatbot training, input the URL of your content in Settings > Artificial Intelligence > Open AI – Training Sources. It is possible to enter URLs for websites, text or PDF files, or XML sitemaps. PDF and text files can also be uploaded from Settings > Artificial Intelligence > OpenAI – Training Sources – PDF and Text Files.

Once the sources are set, click the Train your chatbot button and await completion of the training process.

You can add and manage personalized question and answers from Settings > Artificial Intelligence > OpenAI – Questions and answers and from the chatbot training window.

Information

It is only possible to upload files in PDF and TXT formats.

You can provide the website URL and all child URLs will be included and crawled, but with large websites, it is more efficient and less prone to errors and infinite link loops to utilize an XML sitemap instead of relying on the website URL. You can create it with a service like https://www.xml-sitemaps.com.

If you want to train your chatbot using specific pages from your website instead of all of them, you can make use of an XML sitemap. Create one using a tool like https://www.xml-sitemaps.com, and then remove the pages you do not wish to include by editing the file in a text editor. To use the XML sitemap, you need to upload it either onto your server or an external online location. Afterward, add the URL of the sitemap in Settings > Artificial Intelligence > OpenAI – Training sources.

You can upload large files and your XML sitemap with a service like https://tmpfiles.org.

If you are training OpenAI with a multi-language website, you can limit the chatbot to retrieve answers only from the pages in the user’s language. To activate this feature, go to Settings > Artificial Intelligence > OpenAI > Multilingual Training Sources. For Floatchat to comprehend the language of your web pages, the <html> must contain the attribute lang.

As soon as the training is completed, the uploaded files are removed. Every time you need to retrain the chatbot, you are required to upload all the necessary documents for its training once again.

To add new training sources, simply train the chatbot again. The previous training sources will not be lost, and only the new sources will be added.

The Floatchat articles are used as training sources automatically.

The Floatchat conversations are used as training sources automatically. The training is done via cron job every 24 hours. Only user and agent messages are used, chatbot messages are ignored.

If you are using the cloud version, there are character limits for training the chatbot. However, if you are using the PHP or WP version, there are no limits imposed. You can view the character limits here.

The embedding model is essential for training your chatbot and handling all user messages. We currently use the text-embedding-3-small model. It is necessary for these scenarios and cannot be disabled or changed. You can find pricing information at https://openai.com/pricing. Check out the pricing for the text-embedding-3-small model in the Embedding models section.

The responses generated by OpenAI have the feature to include in the reply a link to the corresponding website page where the answer was sourced.

Click Delete training to remove all previous training data for the chatbot.

The embeddings are stored as JSON files in the Floatchat uploads folder and are secured using the password-by-filename approach.

AI

ARTIFICIAL INTELLIGENCE

 

The settings below are related to the Artificial Intelligence app.

 

Human Takeover

 

The human takeover can be activated from Settings > Artificial Intelligence > Human takeover. The human takeover can be activated automatically when the chatbot fails to understand a user’s message or it can be requested manually by the user explicitly asking to contact a human agent.

 

General information

When the human takeover is activated the chatbot is automatically disabled for as long as the last human agent that replied to the conversation is online. If no agents have responded to the conversation yet, the chatbot will remain active. After that, the chatbot is activated again but no default fallback messages will be sent within 10 days of human takeover if the chatbot doesn’t know the answer to the user’s question in the same conversation. You can force a Dialogflow message to be always sent by adding to the Intent the custom Payload value “force-message”: true.

The OpenAI chatbot is disabled for 10 days, and it will continue to remain inactive even if the agent is offline.

The chatbot is fully activated again when the conversation is archived or deleted.

If you’re using Slack, no messages will be sent if the chatbot knows the answer. Once the human takeover is active all conversation’s messages are sent to Slack.

When a human agent reply to a user the human takeover is activated automatically.

The human takeover feature is compatible with OpenAI and will continue to function even if the Dialogflow chatbot is deactivated.

To fully disable the chatbot on human takeover, check the option Human takeover > Disable chatbot.

If the human takeover is already active, it will not be activated again, and the human takeover message will not be sent. The Fallback message will be sent instead.

Human takeover option

 

When the option Human takeover is active the following happens:

 

If enabled, the request is sent only if the message sent by the user is longer than 3 chars and contains at least two words. This optimization prevents mistaken requests.

The conversations to which the chatbot was able to answer correctly, are marked as read and moved at the bottom of the Inbox list.

 

When the user confirms the human takeover, or if it is automatic, the following happens:

 

The conversation is marked as unread and moved on top of the Inbox.

Any future user messages in the same conversation sent within 10 days of the human takeover, and without an answer from the chatbot, will trigger agent notifications.

If agents email notifications are active, an email notification is sent to the agent assigned to the conversation, or, if the user’s conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.

If Push notifications are active, a push notification is sent to the agent assigned to the conversation, or, if the user’s conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.

If text message notifications are active, a text message is sent to the agent assigned to the conversation, or, if the user’s conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.

No human takeover requests within 10 days of the human takeover will be sent in the same conversation.

The follow-up message, offline message, and subscribe message are activated.

If the queue is active, the queue is activated.

Manual human takeover – Dialogflow Only

You can manually trigger the human takeover by creating a new Dialogflow Intent with the following Custom Payload response: { “human-takeover”: true }.

The manual takeover automatically notify agents via email and leave the conversation marked as unread.

To manually send a human take over request use the chips rich message with ID Floatchat-human-takeover. Ex. [chips id=”Floatchat-human-takeover” options=”Human support,Cancel” message=””].

Manual human takeover – OpenAI Only

The human takeover can be requested manually by the user explicitly asking to contact a human agent. This setting is active by default. This setting is not compatible with the gpt-3.5-turbo-instruct model.

WhatsApp, Messenger, Telegram, and other messaging apps

 

The make the human takeover request work on WhatsApp, Messenger, Telegram and the other messaging apps, you need to create a new Intent with human-takeover as input Context, nothing as output Context, a list of the user’s most common confirmation messages as Training phrases(e.g. ok, yes) and { “human-takeover”: true } as Custom Payload response .

 

Smart Reply

 

Smart Reply suggests quick responses in real-time during a conversation. Once active, you will see the suggested replies in the conversation area, if any.

 

Information

The Smart Reply feature initially checks for suggestions from the Dialogflow chatbot, provided it is active. If there is at least one suggestion, it will promptly display the results. However, if Dialogflow is inactive, or there are Dialogflow suggestions, the OpenAI suggestions will be returned instead.

If the language detection feature is active, the smart replies will use language detection as well.

If the multilingual via translation feature is enabled, the smart replies will utilize multilingual translation as well.

To read the complete text of a smart reply, hover the mouse pointer over it for a duration of 3 seconds.

To restore the previous message, press the keyboard shortcuts CTRL + Z.

Optimal configuration for the chatbot

 

Floatchat provides powerful tools to assist you in the process of creating the chatbot.

 

Activate Artificial Intelligence > Google > Dialogflow chatbot. If you have general or specific inquiries that require a definitive response, or if you want to use rich messages like buttons, the Dialogflow chatbot is the best option and it can work alongside the OpenAI chatbot. The Dialogflow and OpenAI chatbots can work together simultaneously. More details here.

Keep improviding the chatbot from the chatbot training window.

Activate Artificial Intelligence > Smart Reply. More details here.

Activate the following OpenAI settings: Chatbot, Spelling Correction, Dialogflow spelling correction, Rewrite Message Button, and Generate User Expressions. More details here.

Train your OpenAI chatbot with your own content, more details here.

Set the value of Google > Dialogflow Intent detection confidence to 0.81.

If your website receives traffic from multiple countries, consider activating the following Google options: multilingual via translation, automatic translation, language detection.

Change the chatbot name from Settings > Users > Bot name.

Chatbot training window

 

You can open the chatbot training window from the conversation area by hovering the mouse over a message, opening the message’s menu, and selecting Train chatbot.

 

If Dialogflow is active, a new Intent will be added to the main Dialogflow agent.

If OpenAI is active, the OpenAI chatbot will be trained automatically with the new information. You can control the questions and answers generated from this window from Settings > Artificial Intelligence > OpenAI – Questions and answers.

The Services to update option let you choose what chatbots to update. When updating a Dialogflow Intent, a new OpenAI question and answer will be generated.

The training window is not compatible with OpenAI assistants.

Problems?

 

The most frequent reasons for OpenAI or Google not functioning properly are listed below. For more details about the issue, open the browser developer tools and then the console tab, send a message through the Floatchat chat, and an error should appear in the console. On Chrome you can open the console from Settings > More tools > Developer tools > Console.

 

OpenAI and Google

There is a human takeover.

You can hire us to make the synchronization for you, details at the hire us page.

OpenAI

Make sure to check the option Settings > Artificial Intelligence > OpenAI > Chatbot.

You reached the quote limit or you are encountering billing problems with your OpenAI account. Check it at https://platform.openai.com/account/usage.

If Dialogflow is enabled, OpenAI may not work correctly because your Dialogflow agent does not have the Fallback Intent. Please verify its presence on the Intents page, and if it’s missing, you can create it again by following the instructions here. To quickly check if this is the issue, you can disable Dialogflow and send a message consisting of 2-3 words. Then, check if the browser console has errors.

Make sure to read the general information.

If the training is not working as intended, for instance, if the chatbot is not responding to questions relevant to the training sources, and no training errors are being shown, there may be file permission issues. To address this, please ensure that the uploads folder includes the embeddings folder. It must exists and contains files.

Make a test with the model gpt-3.5-turbo-instruct.

Delete all of your OpenAI settings, leave only the OpenAI key and try again.

Try to use the OpenAI assistant instead.

If you are using the cloud version, you can use our OpenAI key by setting Settings > Artificial Intelligence > OpenAI > Sync mode to Automatic. If this resolves your problems, it means that the issue originates from your OpenAI account. You need to purchase credits to use this option.

Google

Make sure to check the option Settings > Artificial Intelligence > Google > Dialogflow chatbot.

If your synchronization was not successful we suggest reviewing our documentation and repeating the synchronization steps to correct any errors. If needed, we provide integration services. Details at the hire us page.

You selected the wrong agent location.

Make sure are not using a mega agent.

Make sure to read the general information.

WORDPRESS

WordPress

 

The settings below are related to the WordPress version of Floatchat.

 

User synchronization

 

WordPress users can be automatically synchronized with Floatchat by selecting “WordPress” under the Users system in the Settings > WordPress area. When active, the front-end chat automatically recognize all logged-in WordPress users and create a new Floatchat user account with the same details (name, surname, email, and password). Also, the log-in form recognize the email and password of each WordPress user. On Floatchat login, the user is automatically logged in WordPress as well.

 

To create a WordPress user when a visitor register to Floatchat enable the option Settings > WordPress > WordPress registration and include password and email fields in the registration form, they are required. The WordPress user if logged in automtically.

More information

Direct access and PWA

 

You can access the admin area directly without going through WordPress by navigating to /wp-content/plugins/Floatchat/Floatchat/admin.php and logging in with your default WordPress user or agent email and password. Keep in mind that your wp-content folder might be different. By accessing the admin directly, you will also be able to use the admin area as a Progressive Web App. You can find more details on this by clicking here.

 

Login and logout

 

To logout from the admin area of Floatchat , logout from WordPress from the admin area of Floatchat , once logged-out you will be able to login with another WordPress account. To access the admin area from within WordPress you must log in with one of the following WordPress user roles: administrator, author, editor.

 

Get a page or Post Type ID

 

To get the ID of a specific page or Post Type, go to the admin area of WordPress and edit the page or post. The ID is displayed in the address bar. Example: http://your-site.com/wp-admin/post.php?post=11&action=edit&lang=en (the page/post ID is equal to 11).

 

Get a Post Type slug

 

The Post Type slug of the blog archive and posts is post. The Post Type of the pages is page. To obtain the slug of a custom Post Type, go to the admin area of WordPress and open the custom Post Type page from the left menu. The slug is displayed in the address bar. Example: http://your-site.com/wp-admin/edit.php?post_type=food (the slug is food).

 

Disable WordPress Emoji

 

The prevent WordPress from replacing the chat emiji with the WordPress ones Enter the code below in the file functions.php of your theme.

 

function disable_emojis() {

     remove_action(“wp_head”, “print_emoji_detection_script”, 7);

     remove_action(“admin_print_scripts”, “‘print_emoji_detection_script”);

     remove_action(“wp_print_styles”, “print_emoji_styles”);

     remove_action(“admin_print_styles”, “print_emoji_styles”);

}

add_action(“init”, “disable_emojis”);

 

WordPress Multisite

 

If you have multisite installation, you must install Floatchat in the main website.

 

WordPress Multilingual

 

If you want the chat to use the same language as the pages on your website, disable the Chat > Automatically translate option

 

WOOCOMMERCE

WooCommerce

 

The settings below are related to the WooCommerce App for the WordPress version of Floatchat. The cloud and PHP versions are not with the WooCommerce app.

 

Dialogflow

Getting started

 

To start using the Dialogflow chatbot go Settings > WooCommerce > Dialogflow synchronization and click Synchronize entities now, then click Create Intents now. Once the synchronization is completed you’re done. The chatbot will start replying to the users’ questions.

 

Built-in Intents questions list

 

By importing the built-in Intents the chatbot can answer the questions like the below ones. For the full list please visit the Intents area of the Dialogflow console.

 

Do you sell any shoes for less than $299?

Show me your bags

Do you have anything for women in promotion?

What are the best shoes of 2020?

Add Abstract Print to the cart

Remove Abstract Print from the cart

What do you sell

What’s the status of my order?

Where my order will be shipped?

Display the products in my cart!

Do you ship in Australia?

Where do you ship?

Open the shoes page.

Go to the cashmere tank page, please.

Actions

 

The following actions allow the chatbot to interact with the shop autonomously on behalf of the user. To use an action go to Dialogflow, edit an Intent, and add a new Custom Payload response with the following syntax: { “ACTION-NAME”: ACTION-VALUE }.

 

Action code Description

 

{ “woocommerce-update-cart”: [ “cart-add”, “PRODUCT-NAME-OR-ID” ] }

Adds a product to the user’s cart. Replace PRODUCT-NAME-OR-ID with the ID or full name of a product.

 

{ “woocommerce-update-cart”: [ “cart-remove”, “PRODUCT-NAME-OR-ID” ] }

Removes a product from the user’s cart. Replace PRODUCT-NAME-OR-ID with the ID or full name of a product.

 

{ “woocommerce-checkout”: true }

Redirects the user to the checkout page.

Multilingual

The multilingual feature is compatible with WPML and Polylang plugins.

To activate the multilingual feature go to Settings > WordPress > Multilingual plugin and choose WPML or Polylang. The synchronization automatically creates the Entities in all available languages of your website. For a language to work, the chatbot must be translated into that language in Dialogflow, more details here.

The built-in Dialogflow Intents are only in English, to translate them go to your Dialogflow Console, choose the language you want to translate, go to the Intents page, and translate the existing WooCommerce Intents.

The multilingual feature for the WooCommerce products attributes requires the WooCommerce Multilingual Plugin if you’re using WPML, or Polylang for WooCommerce Plugin if you’re using Polylang.

More information

If you edit an existing built-in WooCommerce Intent in Dialogflow and then you import again the intents from Settings > WooCoommerce > Dialogflow synchronization you will lose your customization. To keep your edits change the Intent name.

The chatbot can display up to 15 products via the slider rich message.

The chatbot is automatically updated every 60 min by default, but it can take longer. If you update a product, category, tag, or attribute, please wait a few hours for the new contents to take effect.

The synchronization detects the following events: product deleted, product restored from trash, product updated, new product added, product deleted, category or tag deleted, category or tag updated, new category or tag added.

To improve the chatbot add all the possible variants of an attribute, including the variants not used in your products. Example: if you sell only yellow and red t-shirts add all possible colors to the attribute color, not only yellow and red.

You can manually synch the chatbot at any time from Settings > WooCommerce > Dialogflow synchronization.

Products must have the Regular price attribute set.

Products names must not use the double-quote char: “.

Some multilingual feature is not compatible with sub-domains or external domains language URLs.

Merge fields and shortcodes

 

The following merge fields and shortcodes can be used in emails and messages.

 

Code Description Compatibility

 

{product_images}

Slider of product’s images. If there are no results, the full message is replaced by “No results found”. Dialogflow

 

{shipping_location_check}

Check if the store ship in the given country. Dialogflow

 

{product_attribute_terms}

Attribute terms list of a product’s attribute. Dialogflow

 

{product_attribute_name}

Attribute name of an attribute term. Dialogflow

 

{category_link}

Category page link. Dialogflow

 

{tag_link}

Tag page link. Dialogflow

 

{product_name}

Product name. Dialogflow, Automated Messages

 

{product_image}

Product image. Dialogflow, Automated Messages

 

{product_price}

Product price. Dialogflow, Automated Messages

 

{product_description}

Product description. Dialogflow, Automated Messages

 

{product_rating}

Product rating. If the product has no ratings yet, the full message is replaced by “[product name] has no ratings or reviews yet.”. Dialogflow, Automated Messages

 

{product_link}

Product link. Dialogflow, Automated Messages

 

{shipping_locations}

List of the shipping countries. Dialogflow, Messages, Automated Messages

 

{shop_link}

Shop link. Dialogflow, Messages, Automated messages

 

{cart_link}

Cart link. Dialogflow, Messages, Automated Messages

 

{cart}

List of the products in the user’s cart. If the cart is empty, the full message is replaced by “Your cart is currently empty”. Dialogflow, Automated Messages

 

{order_status}

Status of the last user’s order. If the user has never placed an order, the full message is replaced by “You haven’t placed an order yet”. Dialogflow, Automated Messages

 

{order_details)

Details of the last order user’s order. If the user has never placed an order, the full message is replaced by “You haven’t placed an order yet”. Dialogflow, Automated Messages

 

{product_card}

 

Product card. Optional attributes:

 

id The product ID.

link-type The action on user click. Available values: purchase, checkout, link. Default: purchase.

link-text The button text. Default: Purchase.

Dialogflow, Messages, Automated Messages

 

{products_slider}

 

Search for the products matching the given attribures and display them in a slider of products cards. If there are no results, the full message is replaced by “No results found”. Optional attributes:

 

id The products IDs separated by commas. If this attribute is setted, all other attrbutes are ignored.

tag Display only the products of the given tag.

category Display only the products of the given category.

discounted Set it to true to show only the products in promotions.

rating Display only the products with a rating equal or bigger than the given value. Enter a value from 1 to 5.

max-price Display only the products with a price equal or smaller than the given value. Enter a number.

min-price Display only the products with a price equal or bigger than the given value. Enter a number.

attribute Display only the products with the given attribute term.

link-type The action on user click. Available values: purchase, checkout, link. Default: purchase.

link-text The button text. Default: Purchase.

language The language code of the products to display.

Dialogflow, Messages, Automated Messages

 

{payment_methods}

Available payment methods. Dialogflow, Messages, Automated Messages

 

{coupon}

 

Generate a coupon code. Optional attributes:

 

discount The coupon discount in percentage.

expiration The coupon expiration. Example: ’60 seconds’, ‘5 hours’, ‘2 days’.

Dialogflow, Messages, Automated Messages

 

{product_names}

Products names. Only where specified

 

{discount_price}

Discounted product price or total discounted price of multiple products. Only where specified

 

{original_price}

Original product price or total original price of multiple products. Only where specified

 

{carts}

Multiple users carts list with products. Only where specified

 

{purchase_button}

Purchase product button. Only where specified

 

{html_product_card}

Product details card. Email

 

{html_products_list}

List of products details cards. Email

Rich Messages

Shortcode Description

 

[woocommerce-button name=”” ids=”” coupon=”” checkout=”true”]

Add a product or multiple products to the user’s cart. Optionally apply a coupon code, and redirect the user to the checkout page.

More information

Waiting list

The message is sent automatically when a user visits a page of a product that’s out of stock.

The message is sent automatically when a user tries to purchase a product that’s out of stock via the chatbot.

The message is sent a maximum of 1 time every 24 hours for each out of stock product.

If the user’email is not set, the chat asks for the user’ email automatically.

Removed item from cart notification

If the coupon is included, the chat message is sent only for the first removed item, then again after coupon expiration.

The coupon is valid only for the removed items.

The following merge fields can be used in the email subject too: {coupon}, {discount_price}, {original_price}, {product_names}, {customer_name}.

Only the users with an email will get notified via email.

Returning visitors notification

The chat message is sent after 15 seconds.

The chat message is sent to the active conversation, if any, otherwise to a new conversation.

A visitor is a “returning visitor” only if at least 24 hours have passed since the last visit.

The chat message is sent only 1 time, if the visitor returns again, the message is not sent.

Follow-up message

If the message contains a coupon, the message is sent only if there are no other valid coupons assigned to the user.

Miscellaneous

When a visitor completes a purchase, if an existing Floatchat user exists, it is updated with the details provided in the checkout form.

The automatic messages(abandoned cart message, follow-up messages,…) are sent to the active conversation, if any, otherwise to a new conversation.

The default coupon values are 0% discount and 7 days expiration.

Coupons in the trash are still valid, you must permanently delete them.

All coupons can be used only 1 time.

Expired coupons are deleted automatically via cron jobs.

The products pop-up of the admin conversations area search by product name, description, and price.

The products pop-up of the admin conversations area is multilingual and displays automatically the products of the user’s language if available.

To view orders of guest users who did not send any chat message before the purchase you need to enable Settings > Users > Register all visitors.

The setting Ticket products selector > Exclude products accepts WooCommerce product IDs separated by commas.

WhatsApp shop

 

To allow a user to purchase your WooCommerce shop products on WhatsApp the product ID of your WhatsApp shop products must be the same as the product ID of your WooCommerce products. Once the user has sent the WhatsApp order, WooCommerce automatically saves it, use the merge field {catalog_checkout} to send the user the checkout link.

 

Use the plugin https://wordpress.org/plugins/facebook-for-woocommerce/ to automatically synchronize the WooCommerce products with the WhatsApp shop products.

 

TICKETS

Tickets

 

The settings below are related to the Tickets App.

 

Installation and usage

PHP installation

 

To display the tickets area include the following script into your page.

 

<script src=”Floatchat/js/min/jquery.min.js”></script> <!– Not required if jQuery is already loaded –>

<script id=”Floatchatinit” src=”Floatchat/js/main.js?mode=tickets”></script>

You can not include both chat and tickets area on the same page. Make sure to remove the script that loads the chat. You can show the tickets area also by inserting the code <script>Floatchat_TICKETS = true;</script> into any page showing the chat.

To set the position of the tickets area Enter the code <div id=”Floatchat-tickets”></div>. The tickets area will be displayed inside this div element. By default, the tickets area is appended to the body.

WordPress installation

 

To display the tickets use the shortcode [Floatchat-tickets]. Insert it in any page, post, or post type item.

 

Cloud version installation

 

To display the tickets area include the cloud chat script into your page and add the attribute &mode=tickets to the script URL, e.g. <script id=”chat-init” src=”https://cloud.Floatchat/account/js/init.js?id=65895623&mode=tickets”></script>. You can show the tickets area also by inserting the code <script>Floatchat_TICKETS = true;</script> into any page showing the chat.

 

Information

If the tickets area is not visible, make sure to uncheck the option Tickets > Manual initialization. Additionally, you can explore other potential reasons for this issue here.

Tickets are the same of chat conversations and messages, the only difference from the chat is the front-end panel.

Most of the settings of the chat are compatible with the Tickets App but not all of them. The dashboard settings, the pop-up message, and more are not compatible.

Dedicated APIs for the Tickets App are available in the API section.

To remove the mandatory ‘New ticket’ form for new users, activate the welcome message of Settings > Messages > Welcome message. The welcome message delay is ignored in the tickets area, the message is sent immediately..

To manually disable the mandatory registration only on a single page use the JavaScript code var Floatchat_REGISTRATION_REQUIRED = true. Set it to true to force the registration instead.

WHATSAPP

WhatsApp

 

The settings below are related to the WhatsApp app.

 

Installation

From Settings > Apps, click WhatsApp and enter your license key to install and activate the app. If you have the cloud version the app is already active.

WhatsApp Cloud API Setup – Automatic sync mode

 

This feature is available only on the cloud version of Floatchat.

 

Click Synchronize now and complete the procedure.

To add new numbers, visit https://business.facebook.com/wa/manage/phone-numbers/. If you add new numbers after the sync process, you will need to sync them again. All numbers will be automatically synchronized. If you wish to disable specific numbers, you can delete them from Settings > WhatsApp > Cloud API numbers.

If you sync again with the same phone number and do not receive the verification SMS or call, you can enter the latest PIN you received and it will work.

 

If you do not receive the messages sent to your WhatsApp number in Floatchat, please check the following:

 

Click Reconnect and complete the procedure.

Go to the Meta Business Suite and add a payment method.

WhatsApp Cloud API Setup – Manual sync mode

Create a new account at https://developers.facebook.com/ or login with your existing account.

Create a new app and choose Other as the app type. Then select Business. Enter a name for the app and select the Business Account used for WhatsApp.

In Floatchat > Settings > WhatsApp > Cloud API settings > Secret key enter a random string then go to https://developers.facebook.com/apps and select your app. Click Add product and add WhatsApp, then go to WhatsApp > Configuration and in Webhook URL enter the URL you get from Floatchat > Settings > WhatsApp > Cloud API > Configuration URL. In Verify token enter the secret key you previously entered in Floatchat. Click Verify and save, click Webhook fields > Manage, enable the following Webhook fields: messages.

To verify the integration, simply go to https://developers.facebook.com and select your app. From there, click on “WhatsApp” in the left menu and then select “API Setup”. Copy the Phone number ID and paste it into Floatchat > Settings > WhatsApp > Cloud API numbers > Phone number ID. Enter the desired phone number in the “To” field, such as your personal WhatsApp number, and send a test message. Check your WhatsApp account and send a reply, which should then appear in Floatchat. To reply to the test number from Floatchat, copy the “Temporary access token” and paste it in Floatchat > Settings > WhatsApp > Cloud API numbers > Token.

To activate the WhatsApp integration for all phone numbers and add a live phone number, refer to the following guidelines.

In Floatchat > Settings > WhatsApp > Cloud API numbers > Token enter the permanent access token, follow the instructions below for getting it.

Visit https://business.facebook.com and go to Left menu > Settings > Business settings, then go to Users > System Users to view your admin system user, or create a new one. Open the user and click Add Assets, then select the app used for the WhatsApp API integration and check Develop App, or Full control. The system user needs to be an admin. If you do not see the option, click Business settings.

Click Left menu > Account > Apps. Select your app or add it. Make sure the system user is there and has full control. If not, click Add user, select the system user, click Full control, and click Assign.

Click Left menu > Apps and under Select Assets and choose your app, enable Develop App, or Full control and save.

From Users > System Users select the user you just creted and click Generate New Token, click Apps and select the app used for the WhatsApp API integration, set the Token expiration to Never, enable the following permissions: whatsapp_business_management, whatsapp_business_messaging, business_management. Click Generate Token and save. Paste the token in Floatchat > Settings > WhatsApp > Cloud API numbers > Token.

To add additional phone numbers, you can do so by visiting https://developers.facebook.com, selecting your app, and navigating to Left menu > WhatsApp > API Setup. To get started, click on Add phone number at the bottom and follow the instructions provided. Please keep in mind that if you use your current WhatsApp business number in Floatchat, it will no longer be usable with your WhatsApp Business app, and you will need to migrate it following these instructions. After activating the number, copy the Phone number ID and paste it into Floatchat > Settings > WhatsApp > Cloud API numbers > Phone number ID.

 

360dialog Account Setup

Go to https://www.360dialog.com/ and create a new account.

Enter your dashboard and from Left menu > WhatsApp Accounts generate the API key and copy and paste it in Floatchat > Settings > WhatsApp > 360dialog settings.

Click Floatchat > Settings > WhatsApp > 360dialog settings > Synchronize now.

Done! Floatchat should start receiving the WhatsApp messages sent to your number, and you can reply to those messages from Floatchat.

Note that you can also use the free sandbox account for testing, more details at https://docs.360dialog.com/whatsapp-api/whatsapp-api/sandbox. The sandbox account has limitations and some features, such as media attachments, will not work.

Twilio Account Setup

Go to https://www.twilio.com and create a new account.

Verify your phone number.

Complete the form and choose WhatsApp, Alerts & Notifications, With no code at all, 3rd party integrations.

From the Twilio console copy ACCOUNT SID and AUTH TOKEN and paste them into Floatchat > Settings > WhatsApp > Twilio settings, save the changes.

You will now set up a free test account to run some tests and make sure the integration works with Floatchat. From the left menu click Messaging > Settings > WhatsApp sandbox settings and enter into WHEN A MESSAGE COMES IN and STATUS CALLBACK URL the URL of Floatchat , get it from Floatchat > Settings > WhatsApp > Twilio settings > Get configuration URL. Mind that localhost will not work, you need a public URL and a live server.

From the left menu click Messaging > Try it out > Send a WhatsApp message. Follow the instructions and send the message with the code to the WhatApp number provided. Click the next buttons until the configuration is complete.

Done! Floatchat should start receiving the WhatsApp messages sent to the sandbox account, and you can reply to those messages from the Floatchat.

To publicly use the WhatsApp integration with your customers you need also to complete the steps below:

Update your account and enable billing, you can do that here.

Purchase a Twilio number, which will be the phone number of your official WhatsApp Business account. More details here. You cannot use the phone number of your existing WhatsApp Business account, you must use a Twilio number. More details here.

From the Twilio console go to Messaging > Services and create a new Messaging Service. Click Add Senders, select WhatsApp Number as the sender type, and add the Twilio number you purchased. Copy the Service SID and paste it into Floatchat > Settings > WhatsApp > Twilio settings > Sender.

Unofficial WhatsApp API

 

Floatchat only supports the Official WhatsApp Cloud API, 360dialog, or Twilio. Unfortunately, unofficial WhatsApp APIs are not supported. However, you can still implement them using the Floatchat API and Webhooks. For more details, visit https://Floatchat/docs/api/web. Please be aware that you must possess coding skills as a developer to proceed with this task. Additionally, our default integrations are equipped with advanced features including chatbot support, automated messages, human takeover, WhatsApp rich messages, attachments, and more. Consequently, although setting up a basic integration for sending and receiving text messages is relatively straightforward, ensuring its flawless functionality is a more intricate process. If you wish, you have the option to hire us; however, we are available only for developing a basic integration that enables two-way text messaging and attachments.

 

Templates

 

As for WhatsApp Business Policy, you cannot send outbound marketing and solicitation messages to end users. End user users must reach out to you first. You have 24 hours from when the end user’s message was sent from WhatsApp to reply to the message. To communicate with a user who has not contacted you before or has not been in touch for more than 24 hours, you must opt for the text message fallback or the WhatsApp message template.

 

To send message templates you have to add a payment method to your WhatsApp Business Account. You can do it from https://business.facebook.com/billing_hub/.

To send a specific message template to a group of users, use the direct messages feature.

Text message fallback

 

To enable the text message fallback you must set up the SMS in Settings > Notifications > Text message notifications.

More details here.

 

WhatsApp message templates

 

A WhatsApp message template is a message format that you can use over and over again to message users once they have opted-in and given your app permission to send them messages. You can not Enter the original message into the template, you must use it to notify the user of a new message and instruct him on how to view it, for example by providing a link to your website where the chat is shown.

 

WhatsApp Cloud API

To get the Template name and manage the templates visit https://business.facebook.com and go to Left menu > Settings > More system settings, then go to Accounts > WhatsApp accounts > Settings and click WhatsApp Manager.

In Template languages enter all the language codes supported by your template, separated by commas. Language codes list here (copy only the language code, e.g. it, es, en_US). If you use a template that supports multiple languages, the matching language for the user will be automatically selected. Otherwise, the default template language will be used.

In Header parameters and Body parameters enter the supported merge fields separated by commas, e.g. {recipient_name}, {conversation_url_parameter}. The number of parameters entered here must match the number of parameters of the template. Use this feature if your template uses dynamic values. Order is important, the first merge field will be used as the first template parameter.

Template fallback

 

Set the WhatsApp template sent as fallback from Settings > WhatsApp > Cloud API template fallback.

 

Send template messages to a user who has not contacted you before

In Settings > WhatsApp > Cloud API settings > Business Account ID enter you Business Account ID. Provide your Business Account ID, which can be obtained from https://developers.facebook.com. Choose your app and go to Left menu > WhatsApp > API Setup.

To send the template to specific users, go to the Floatchat Users section and choose the intended recipients. Then, click on the WhatsApp icon located at the top right corner.

If you are using the WhatsApp Cloud API with a template that supports multiple languages, the matching language for the user will be automatically selected. Otherwise, the default template language will be used.

If you are using Twilio and have parameters in your template, input the parameter values separated by commas in the Body section.

For more details click here.

Twilio

 

Enter the Template SID and the template attributes separated by commas into Floatchat > Settings > Twilio template.

 

360dialog

Get the Namespace value from Left menu > WhatsApp accounts > Details.

Get Template name and Template default language from your 360dialog templates area.

In Custom parameters Enter the supported merge fields separated by commas, example: {recipient_name}, {conversation_url_parameter}. Use this feature if your template uses dynamic values. Order is important, the first merge field will be used as the first template dynamic value.

Floatchat will try to use the template with the same language as the user, if it is not available, it will use the template with the default language. The following template languages are not compatible: en_GB(use en_US), pt_PT(use pt_BR), zh_HK and zh_TW(use zh_CN), es_AR and es_MX(use es_ES).

WhatsApp shop

 

To displays the products of your shop use the merge fields below.

 

Merge field Description

{catalog id=”123″ product_id=”123″ body=”” footer=””} Display a single product. Replace id with the catalog ID and product_id with a product ID. The attributes body and footer are optional.

{catalog id=”123″ product_id_1_1=”123″ product_id_1_2=”123″ product_id_2_1=”123″ section_1=”” section_2=”” header=”” body=”” footer=””} Display multiple products. Replace id with the catalog ID. Add products by grouping them into sections, via the attributes product_id_[A]_[B], replace [A] with the section index, starting from 1, replace [B] with the product index, starting from 1 for each section. You must also add the attribute section_[A]=”” for each section, replace [A] with the section index. The attributes header and body are required, footer is optional.

When the user sends the order, the order information is sent to the URL specified in Settings > WhatsApp > Order webhook. The page at that URL should process the order and send a message to the user via the PHP API function Floatchat_whatsapp_send_message().

To connect the shop to WooCommerce click here.

More information

You cannot send a WhatsApp message to a user who has sent you a message more than 24 hours ago or has never messaged you before. WhatsApp prohibits this action. Instead, you must use a WhatsApp template or send an text message. If you encounter an “Error message: Re-engagement,” it indicates this situation.

If you does not receive WhatsApp messages make sure you are not assigning the WhatsApp conversations to a department and that the WhatsApp number used for testing is not a phone number of a Floatchat admin or agent. Also, make sure you setup correctly the WhatsApp webhook URL.

If you can not send messages, an error should appear in the admin area when you try to send a message to the user.

We cannot provide support for Twilio or 360dialog configuration, including all related issues.

We cannot provide support in getting your WhatsApp account or WhatsApp message template approved.

WhatsApp conversations and messages are compatible with routing and queue.

If you are testing with the sandbox and after 72 hours you can no longer send messages to your phone number you must link again your phone number to your sandbox.

You can send rich messages to WhatsApp. If you send chips, buttons or select rich messages, with more than 3 options, you can use the whatsapp=”Your menu text” shortcode attribute to set the text of the WhatsApp message menu.

The follow-up message is supported, but the message is always sent, also if an agent replies.

The offline message is supported, but the timetable is not sent.

The chatbot is supported. The human takeover feature is also supported. To enable the Dialogflow chatbot support for audio messages, activate Settings > Artificial Intelligence > OpenAI > Speech recognition

The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.

MESSENGER

Messenger

 

The settings below are related to the Messenger app.

 

Installation

From Settings > Apps click Messenger and enter your license key to install and activate the app. If you have the cloud version the app is already active.

Automatic sync mode

Complete the synchronization by choosing at least 1 Facebook page and enter the returned information in Settings > Messenger > Facebook pages.

You’re done. All messages sent to the Facebook pages and Instagram accounts you selected will appear in the conversation admin area of Floatchat. Mind that only new messages will be synchronized, the old ones will not be imported.

 

Manual sync mode

Create a new account at https://developers.facebook.com/ or login with your existing account.

Create a new app and choose Other as the app type. Then select Business. Enter a name for the app and skip selecting any Business portfolios.

From the menu on the left side, click on Add product. Choose Messenger.

Under the Configure webhooks section, click on Configure.

Retrieve the Callback URL from Settings > Messenger > Messenger and Instagram settings > Get configuration URL.

Set the Verification Token in Settings > Messenger > Messenger and Instagram settings > Secret key and save the changes, then use it to verify the webhook.

In Webhook Fields select the following: inbox_labels, message_deliveries, message_echoes, message_reactions, message_reads, messages, messaging_account_linking, messaging_handovers, messaging_optins, messaging_policy_enforcement, messaging_postbacks, messaging_referrals.

In the Generate access tokens section, click on Connect. Select the pages you want to sync and complete the process.

Under the Webhook Subscription column, click on Add Subscriptions. Choose the scopes you want: messages, messaging_postbacks, messaging_optins, message_reads, and message_echoes.

In the Tokens column, click on Generate. Copy the access token provided and paste it into Settings > Messenger > Facebook pages.

Copy the Page ID and Page Name and paste them into Settings > Messenger > Facebook pages.

Repeat these steps for all pages.

Save the changes and you’re done. The final step is to put the app in Live mode.

If you want to sync Instagram as well, follow these steps:

From the menu on the left side, click Messenger > Instagram settings.

In the Configure webhooks area, click on Configure. Repeat the same step you previously took for Messenger.

Under the Webhook Subscription area, click on Add Subscriptions. Select the following scopes: messages, messaging_postbacks, messaging_optins, messaging_seen.

Enter your Instagram ID in Settings > Messenger > Facebook pages > Instagram ID. To get it, open your web browser and enter the following URL: https://graph.facebook.com/FACEBOOK-PAGE-ID/?access_token=ACCESS-TOKEN&fields=instagram_business_account. Replace FACEBOOK-PAGE-ID and ACCESS-TOKEN with the corresponding Page ID and access token from the Facebook page linked to Instagram.

Save the changes and you’re done. The final step is to put the app in Live mode.

Your app must be in Live mode. To do that, your app must be submitted for review and approved by Meta. You can use the text at and a video like for the review process. Please note this process is not covered by our support. If you require assistance, you can hire us.

Instagram

 

To link Instagram to your Facebook page and Floatchat follow the steps below.

 

Enter the Settings area of your Facebook Page and click Left Menu > Instagram (https://www.facebook.com/YOUR-PAGE-SLUG/settings/).

Click Connect account and complete the setup.

Sync Messenger with Floatchat again and you’re done. Mind that only new messages will be synchronized, the old ones will not be imported.

 

More information

If you don’t receive Instagram messages:

Make sure to enable Settings > Privacy > Messages > Connected tools – Allow access from your Instagram mobile app.

Make sure your Instagram account is not setup as a professional account, it must be a business account.

Go to Meta Business Suite, select your account, and go to Users > People. Under Instagram account click Manage and make sure to enable all the permissions.

If you don’t receive Facebook Messenger messages, make sure that the Facebook page does not send automated replies, such as the welcome message.

In case you encounter duplicated messages or an ongoing chat cycle between the chatbot and Instagram messages, you are facing a problem due to the presence of two Floatchat installations or Floatchat Cloud accounts that are both synchronized with the same Instagram account. To resolve this, access the second Floatchat admin area, navigate to Settings > Messenger > Facebook pages, remove the Instagram ID value and save the changes.

Every Floatchat user has only 1 Facebook and Instagram conversation.

Floatchat rich messages are automatically converted to Facebook rich messages when possible, some part of the rich message could be removed or changed.

Only private Facebook messages will get sent to your team inbox. If someone posts a Facebook message on your wall it won’t appear in your team inbox.

When someone sends a message to your company Facebook page or Instagram account they will get designated as a lead in Floatchat. You’ll only be able to see the user’s Facebook or Instagram name and profile picture.

Messenger conversations and messages are compatible with routing and queue.

The chatbot is supported. The human takeover feature is supported.

The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.

If the chatbot is enabled, it is necessary to deactivate any automatic replies on Facebook Messenger, such as the welcome message.

The follow-up message is supported, but the message is always sent, also if an agent replies.

The offline message is supported, but the timetable is not sent.

Only 1 Facebook account can be synchronized, to link pages from multiple Facebook accounts, the account synchronized in Floatchat must be an admin of all Facebook pages of the other Facebook accounts.

Using this integration of Instagram and Facebook Messenger comes at no additional cost.

If the message exceeds 1000 characters, only the initial 1000 characters will be transmitted due to the character limit.

Only new messages, sent after the synchronization, will be synchronized, the old ones will not be imported.

TWITTER

Twitter

 

The settings below are related to the Twitter app.

 

Installation

Register at https://developer.twitter.com. Make sure to verify your phone at https://twitter.com/settings/phone or the registration will fail.

Create your first app by entering the app name and clickGet keys, copy API Key (Consumer key) and API Key Secret (Consumer secret) and paste them in Floatchat > Settings > Twitter.

Request the Elevated access from https://developer.twitter.com/en/portal/products/elevated. Click Apply for Elevated and complete the form as follow: In the first area In your words and in Will your app use Tweet, Retweet, Like, Follow, or Direct Message functionality? enter I need access to the Account Activity API to start receiving Twitter Direct Messages to my chat software(Floatchat ) and to reply to them directly from Floatchat , details at https://Floatchat/twitter. Disable all the other fields by clicking No: Are you planning to analyze Twitter data?, Do you plan to display Tweets or aggregate data about Twitter content outside Twitter?, Will your product, service, or analysis make Twitter content or derived information available to a government entity?

Wait a few days for Twitter to review and approve the Elevated access, you will receive an email from Twitter.

Once you have Elevated access, enter the developers dashboard (https://developer.twitter.com/en/portal/dashboard) and from the left menu click Products > Premium > Dev environments and under Account Activity API / Sandbox click Set up dev environment, in Dev environment label enter Floatchat or the same value entered in Settings > Twitter > Synchronization > Dev environment label.

Enter your app Settings area from Left menu > Projects & Apps > Your project > Your app and under User authentication settings click Set up and activate OAuth 1.0a. In App permissions check Read and write and Direct message, in Callback URI / Redirect URL enter the URL you get from Floatchat > Settings > Twitter > Get callback URL, in Website URL enter your website URL.

Enter your app Keys and tokens area from Left menu > Projects & Apps > Your project > Your app > Keys and tokens and under Authentication Tokens generate Access Token and Secret, copy and paste them in Floatchat > Settings > Twitter.

Enter your Twitter profile username in Floatchat > Settings > Twitter > Your username. Get it from your Twitter profile page, copy the name starting with @ or the URL part containing your username. Ex. https://twitter.com/Floatchat1.

Save the Floatchat settings and click the button Floatchat > Settings > Twitter > Subscribe and you’re done. All messages sent to your Twitter account will be received by Floatchat.

More information

If you receive duplicate messages, the Twitter account you are using for testing may be the same as the one you synced. Try sending a message from another Twitter account.

Use a live domain, localhost is not supported.

When a message is received from a Twitter user you may send up to 5 messages in response within a 24 hour window. No messages can be sent after 24 hours of receiving the Twitter message.

You can send maximum 3 or 4 attachments depending by the media type.

The following Floatchat rich messages are not supported: images slider, slider, card.

The chatbot is supported. The human takeover feature is supported.

The supported AI features include language detetction, spelling correction, multilingual via translation, Google search.

GOOGLE BUSINESS MESSAGES

Google Business Messages

 

The settings below are related to the Google Business Messages app.

 

Installation

In Floatchat > Settings > Business Messages > Synchronization > Client token enter a random string and save.

Open the Business Communications Console (https://business-communications.cloud.google.com) and sign in with your Business Messages Google account.

Click Partner account settings on top.

Configure the Webhook by entering the Webhook URL and the Client token and save the changes, get the values from Floatchat > Settings > Business Messages > Synchronization.

Enter back into the Business Communications Console (https://business-communications.cloud.google.com) and open your partner account.

Click Service account from the left menu and create a new key, download the key and open it with a text editor such as Notepad, copy private_key, client_email, and paste the values in Floatchat > Settings > Business Messages > Synchronization.

To test your agent visit https://business-communications.cloud.google.com/console, click your brand to enter your brand Overview area, under Agent information > Agent test URLs click on the button suitable for your mobile device and open the link from your mobile device.

To create a live agent for a real location on Google Maps, open your partner account, create a new agent, add Google Maps locations from Left menu > Locations, complete all other information prompts and then verify and launch the agent from Left menu > Verify and Left menu > Launch.

More information

The values of chips, buttons and select rich messages must have a maximum of 25 characters, and the maximum 13 values are allowed.

Avatar image must be a JPG image of 1024x1024px with a maximum size of 50KB.

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