Customer Chat

Customer Chat is an entry point for people to your chatbot. Interacting with Customer Chat allows them to get in touch with you, and they automatically subscribe to your bot. In this article, you discover what’s possible with Customer Chat.

On May 9, 2024, you will no longer be able to access any of the functionality of the Chat Plugin. Effective immediately, the Chat Plugin in guest mode is no longer available. However, our new Clepher 2.0 app will have native chat functionalities. Meaning our own Clepher Chat widget.

Here's a short video on how Customer Chat works:

We hope the video sheds

some light on the customer chat feature. If that went a bit too fast for your taste, please see the rest of the article about Customer Chat.

Customer Chat Features

With the Customer Chat feature, you can set up multiple (and various types of) overlays/embeds for your website(s) and pages. It enables you to capture new subscribers and directly send a Flow when people become a subscriber. It can also function as a way to provide customer support.

Customer Chat Library

Your adventure starts with the Customer Chat Library. All your Customer Chat embeds are stored in the table at Capture > Customer Chat. The table will be empty if it’s your first time setting up a Customer Chat. In the next section, you’ll get an overview of how the Customer Chat Library works. And you find what you can expect on the Customer Chat Library page. Respectively, Name, Actions, Drop-down, Search, Pagination, Bulk Actions, and more.

1. Name

This is the name you give to your Customer Chat widget. It’s recommended to use a Name that helps you to find your Widget back easily.

2. Actions

These are the actions you can perform on an individual Customer Chat widget, currently: Edit, Rename, Duplicate and Delete.

3. Dropdown menu

You can change the number of Customer Chat widgets you want to appear per page by clicking the drop-down in the right-upper corner. You can choose to show either 10, 25, 50 or 100 records per page.

4. Search

In the right-upper corner, you can also use the search field. Search terms are applied to all data in the table.

5. Next/Previous Page

In the bottom right corner, you can view the next page or previous page by clicking “next” or “previous”. This allows you to navigate through all your records.

Duplicate Feature Explained

The duplicate feature allows you to automatically duplicate the widget of your choice. It also adds "Copy of" in front of the name of your original widget. This indicates it's is a copy of the original. You can obviously use Action > Rename to name it to whatever you like. You may also perform this action in Send to Messenger and Checkbox widgets. Clepher is the only chatbot builder and marketing suite allowing for multiple Capture Tools (Growth Tools if you will) on one singular page!

How to perform Bulk Actions?

You can perform Bulk Actions by clicking the checkboxes – of the records you want to perform Bulk Actions on – in the first column. From there you perform Bulk Actions like “Delete”, by clicking the Bulk Actions button in the right-upper corner.

Create New

Creating a new Customer Chat widget is easy:

Simply click on “Create New”

You’ll be asked to give your Customer Chat widget a name
- Enter a name for your Customer Chat widget and click “OK”.
- After clicking “OK” you’ll be redirected to the Customer Chat builder.

Setting Up Your Customer Chat Widget(s)

In this section, you discover what you can do with the Customer Chat Widgets.

Settings

In this section, you discover what you can do on the Settings tab.

Language

The language the Customer Chat widget will be displayed in. This loads the Facebook SDK for your preferred language the button should show.

In order to change the language, simply select a language from the drop-down
- On changing the language, the preview on the right automatically updates.

URL parameters to Custom Fields

The ability to add Custom Fields.

Whenever a person interacts and leaves a message inside the Customer Chat widget (and becomes a subscriber), any Custom Fields applied in this section will be applied to the subscriber.

Any field specified in the Custom Fields input inside the builder will be fetched from your URL, and a Custom Field will be automatically created with the value specified in your GET URL parameter.

Example:

You set up a new Customer Chat widget inside Clepher.
In the Custom Field input box, you specify the values “email, points”.
You install the widget on your landing page
1. e.g https://yourdomain.com.
You add the fields you specified as Custom Field(s) as GET parameter to your URL:
1. e.g. https://yourdomain.com/?email=hello@yourdomain.com&points=100
All subscribers that opt-in through your landing page will have the Custom Fields “email” set to “hello@yourdomain.com” and “points” set to 100 inside Clepher inside their respective User Profiles.

Display

In the first drop-down, called ‘Widget Displays" you can select when you want the widget to display on your pages. There are a couple of options allowing you to control how you want to display your widget.

Immediately
Exit-intent
When Scrolled (%)
When Scrolled to Element (CSS Selector)
After a number of seconds

In the second drop-down, called ‘Show to the same visitor again you choose what the behavior should be for repeat visitors. There are a couple of options allowing you to control how you want to display your widget for repeat visitors.

At every visit
Never
After hours have passed
After days have passed

In the section called ‘Display widget on you choose on which device type you want your widget to appear. There are a couple of options to choose from.

Mobile and desktop
Desktop only
Mobile-only

Looks

In this section, you discover what you can do on the Looks tab.

Choose loading state

Under the choose loading state, you have the option to choose how the Customer Chat widget on your website(s) and pages are loaded.

There are a couple of options to choose from:

Show Messenger both bubble and greeting dialogue
Show Messenger bubble only
Show greeting dialogue after the delay, then hide it

Color Theme

This is where you further customize the look and feel of your Customer Chat widget.

When you change the Color Theme, it changes:

The Messenger Bubble Color
The Chat Bubbles inside the Chat
The Thumbs Up
The Info Button
The Main Menu (when enabled)

Greeting Message

For logged-in users: The greeting text will be displayed if the user is currently logged in to Facebook.
- Maximum 80 characters
- Can hold Emoji

For non-logged-in users: The greeting text will be displayed if the user is currently not logged in to Facebook.
- Maximum 80 characters.
- Can hold Emoji

Submitted

In this section, you discover what you can do on the Submitted tab.

Flow to send after submission

This is the Flow or Message you want to send out after a person has clicked the button (and became a subscriber while doing so).

When you’ve selected a Flow or Message, click “Open Preview” to preview the Flow or Message you’ve selected.

Send flow once per user

By default, each time a user opens up your Customer Chat widget it sends the Flow you’ve specified. However, you might choose not to do that. Ticking the box will only send the Flow they receive on Customer Chat once.

Install

In this section, you discover what you can do on the Install tab. You’re about done with your Customer Chat widget, now it’s simply time to install it on your website(s) and pages.

Code Snippet

After you’re satisfied with your creation, or at any time you want to Save progress, you simply click “Save” in the upper-right corner. After you’ve clicked on “Save”, you’ll see a new field in the Install tab which holds the snippet of code that will display your Customer Chat widget.

Simply copy the snippet of code and place it anywhere on the page you want to show it on, preferably right before the closing body tag – e.g. </body>

Guest Mode Explained

Facebook's Guest mode allows your web visitors to interact with your bot on the site without having to log in to their Facebook accounts. The web visitor will see the option "Continue as Guest." These users are temporary profiles that can receive messages. This would be valid for 24 hours on the browser upon creation or until you end the chat.

Activating Guest Mode

By installing the Customer Chat plugin, you can enable the Chat Plugin and use 'guest mode' on your website. For the Facebook Chat Plugin, 'Guest mode' is activated automatically.

How to enable guest mode on your Facebook Page

Go to your Facebook Page, then settings.
Click Messaging

3. Scroll down on the button of the page and go to "Add Messenger to your website"

4. Click the "Get Started" button

5. A new window will pop-up and make sure the "Guest Mode status is ON." And you're done. You can now generate more leads and gain more subscribers!

Did you know?

You can have one Customer Chat widget on your website(s) and pages. However, you may choose to show a different widget on each page showing a different Flow. Also, this works really well with other Clepher widgets. E.g. If you want to have a Checkbox Plugin AND Send to Messenger Button alongside the Customer Chat widget, you can!

Domain Whitelisting

In order to use these types of widgets and/or embeds on your website(s) and pages, you need to Whitelist Your Domain. This makes sure these types of overlays and/or embeds are only functioning on the Domains you choose. You may even see it as a security precaution, making sure you’re in total control of where you want to display these widgets and/or embeds. The Domain Whitelisting feature can be found under Configure > Domain Whitelisting. Read the article on Domain Whitelisting here.