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How To Set Up A Chat

Published: 2024-08-27 09:10:17

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Training and Educational Resources

IN THE CRM

1. Go to "Setup" in the left menu.

2. Navigate to "Settings".

3. Select the "Chat Settings" tab in the left column.

4. Turn "Enable Clients Chat Support" on or off to your liking.

5. Press the "Save Settings" button to save your changes.

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stdClass Object ( [slug] => how-to-enable-disable-clients-chat-support [articleid] => 106 [articlegroup] => 9 [subject] => How To Set Up A Chat [description] => <p style="text-align:center;"><video width="718" height="359" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20a%20chat.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Settings</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Select the "<span style="color:#0000ff;">Chat Settings</span>" tab in the left column.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Chat%20Settings%20CRM.png" width="300" height="179" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Turn "<span style="color:#0000ff;">Enable Clients Chat Support</span>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your liking.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Chat%20Support%20CRM.png" width="300" height="269" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Press the <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Save Settings</span>" button to save your changes.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="300" height="106" alt=""></p> <hr> [active_article] => 1 [datecreated] => 2024-08-27 09:10:17 [active_group] => 1 [group_name] => Training and Educational Resources [group_slug] => training-and-educational-resources [staff_article] => 0 )

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<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> <i class="fa fa-home"></i> </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base/category/training-and-educational-resources" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Training and Educational Resources </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <span class="tw-text-neutral-900 tw-font-semibold">How To Set Up A Chat</span> </li> </ol> </nav> <div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700"> How To Set Up A Chat </h1> <div class="tw-flex tw-flex-wrap tw-items-center tw-gap-4 tw-mb-6 tw-pb-4 tw-border-b tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-calendar tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">Published: 2024-08-27 09:10:17</span> </div> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-eye tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">98 views</span> </div> <div class="tw-flex tw-items-center tw-text-sm"> <span class="badge tw-bg-primary/10 tw-text-primary tw-px-3 tw-py-1.5 tw-font-medium"> <i class="fa fa-folder tw-mr-1"></i>Training and Educational Resources </span> </div> </div> <div class="tc-content kb-article-content tw-text-neutral-700 tw-mb-6"> <p style="text-align:center;"><video width="718" height="359" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20a%20chat.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Settings</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Select the "<span style="color:#0000ff;">Chat Settings</span>" tab in the left column.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Chat%20Settings%20CRM.png" width="300" height="179" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Turn "<span style="color:#0000ff;">Enable Clients Chat Support</span>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your liking.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Chat%20Support%20CRM.png" width="300" height="269" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Press the <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Save Settings</span>" button to save your changes.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="300" height="106" alt=""></p> <hr> </div> <hr class="hr-panel-separator tw-my-6" /> <div class="tw-mt-6 tw-pt-6 tw-border-t tw-border-neutral-200"> <h4 class="tw-font-semibold tw-text-lg tw-mb-4"> Did you find this article useful? </h4> <div class="answer_response tw-mb-3 tw-text-sm tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons tw-flex tw-gap-2" role="group"> <button type="button" data-answer="1" class="btn btn-success tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-green-600 tw-transition-colors"> <i class="fa fa-thumbs-up tw-mr-2"></i>Yes </button> <input type="hidden" name="articleid" value="106"> <button type="button" data-answer="0" class="btn btn-danger tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-red-600 tw-transition-colors"> <i class="fa fa-thumbs-down tw-mr-2"></i>No </button> </div> </div> </div> </div> </div> <div class="col-md-4"> <div class="panel_s tw-border tw-border-neutral-200 tw-rounded tw-shadow-sm"> <div class="panel-body"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-mb-4 tw-pb-3 tw-border-b tw-border-neutral-200"> <i class="fa fa-link tw-mr-2 tw-text-primary"></i>Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-0"> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to set up staff permissions </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Whatsapp Integration </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/add-balance-to-account" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Add Balance To An Account </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM Way 1 1. Go to "Manager Platform" in the menu on the left side of the page. 2. ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Copy An Invoice </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/changing-language" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Change A Language on the Platform? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on... </p> </li> </ul> </div> </div> </div> </div> </div>

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article	stdClass Object ( [slug] => how-to-enable-disable-clients-chat-support [articleid] => 106 [articlegroup] => 9 [subject] => How To Set Up A Chat [description] => <p style="text-align:center;"><video width="718" height="359" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20a%20chat.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Settings</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Select the "<span style="color:#0000ff;">Chat Settings</span>" tab in the left column.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Chat%20Settings%20CRM.png" width="300" height="179" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Turn "<span style="color:#0000ff;">Enable Clients Chat Support</span>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your liking.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Chat%20Support%20CRM.png" width="300" height="269" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Press the <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Save Settings</span>" button to save your changes.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="300" height="106" alt=""></p> <hr> [active_article] => 1 [datecreated] => 2024-08-27 09:10:17 [active_group] => 1 [group_name] => Training and Educational Resources [group_slug] => training-and-educational-resources [staff_article] => 0 )
knowledge_base_search	1
related_articles	Array ( [0] => Array ( [articleid] => 21 [articlegroup] => 9 [subject] => How to set up staff permissions [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations"> <div class="entry-content"> <p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4"></video></p> <hr> <h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4> <hr> <h4></h4> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Invoices</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4> <ul> <li>View (Global) – All invoices.</li> <li>View (Own) – Only invoices created by a staff member.</li> <li>Create – Create invoices</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see invoices as well if in<strong><span> </span>Setup->Settings->Finance->Invoices</strong><span> </span>the option “<strong>Allow staff members to view invoices where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the invoice.</p> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Estimates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4> <ul> <li>View (Global) – All estimates.</li> <li>View (Own) – Only estimates created by the staff member.</li> <li>Create – Create estimates</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see estimates as well if in<strong><span> </span>Setup->Settings->Finance->Estimates</strong><span> </span>the option “<strong>Allow staff members to view estimates where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the estimate.</p> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Proposals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4> <ul> <li>View (Global) – All proposals.</li> <li>View (Own) – Only proposals created by staff member.</li> <li>Create – Create proposals</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see proposals as well if in<strong><span> </span>Setup->Settings->Finance->Proposals<span> </span></strong>the option “<strong>Allow staff members to view proposals where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as assigned to the proposal.</p> <p style="text-align:center;"><span style="color:#3366ff;font-size:18pt;"><strong>Expenses</strong></span></p> <ul> <li>View (Global) – All expenses.</li> <li>View (Own) – Only expenses created by staff member.</li> <li>Create – Create expenses</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Contracts</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4> <ul> <li>View (Global) – All contracts.</li> <li>View (Own) – Only contracts created by the staff member.</li> <li>Create – Create contracts</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Payments</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4> <ul> <li>View (Global) – All payments.</li> <li>View (Own) – (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li> <li>Create – Create payments – if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li> <li>Edit – All (if have permission View Global for invoices ) and own based on invoices permission.</li> <li>Delete – All (if have permission View Global for payments) and own based on invoices permission.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Projects</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4> <ul> <li>View (Global) – All projects</li> <li>View (Own) – (Not applicable) If staff member doesn’t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li> <li>Create – Create new projects</li> <li>Edit – All (if have permission View Global ) and projects where a staff member is added as a project member</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Tasks</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4> <ul> <li>View (Global) – All tasks</li> <li>View (Own) – (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li> <li>Create – Create new tasks</li> <li>Edit – All (if have permission View Global ) and tasks where staff member is connected.</li> <li>Delete – All (if have permission View Global ) and tasks where staff member is connected.</li> </ul> <p>In 1 occasion<span> </span><strong>staff member will be able to see other tasks</strong><span> </span>(if doesn’t have permission View Global for tasks) related to project where the<strong><span> </span></strong>staff member is added as project member only if in<span> </span><strong>Setup->Settings->Tasks</strong><span> </span>-> <strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span> </span>is set to<span> </span><strong>YES</strong>.</p> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Customers</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4> <ul> <li>View (Global) – All customers.</li> <li>View (Own) – (Not applicable) Based on<span> </span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li> <li>Create – Create customers – If dont have permissions View (Global) the staff member will be auto added as customer admin.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Delete customers – All (if have permission ) and own</li> </ul> <p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Items</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4> <ul> <li>View (Global) – View all items.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create items</li> <li>Edit – Edit and manage all items.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Knowledge Base</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4> <ul> <li>View (Global) – View all articles includes internal staff members articles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create articles and groups</li> <li>Edit – Edit and manage all articles and groups.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Goals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4> <ul> <li>View (Global) – View all goals.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create goals</li> <li>Edit – Edit and manage all goals.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Email Templates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4> <ul> <li>View (Global) – View all email templates</li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Edit and manage all email templates.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Reports</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4> <ul> <li>View (Global) – <strong>View all reports</strong></li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Not applicable.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Roles</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4> <ul> <li>View (Global) – View all roles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create roles.</li> <li>Edit – Edit and manage all roles.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Settings (Setup->Settings)</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4> <ul> <li>View (Global) – View all settings.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – Update all settings.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Staff</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4> <ul> <li>View (Global) – View all staff members.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create new staff members.</li> <li>Edit – Edit and manage all staff members.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Surveys</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4> <ul> <li>View (Global) – View all surveys.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create newsurveys.</li> <li>Edit – Edit and manage all surveys.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Bulk PDF Exporter</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4> <ul> <li>View (Global) – Staff member will be able to VIEW bulk PDF exporter feature in Utilities->Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Not applicable</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Leads</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4> <p><strong>Note that the lead permission will be hidden if a staff member is marked as<span> </span>not staff member.</strong></p> <ul> <li>View (Global) – If this permission is<span> </span><strong>not</strong><span> </span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable – All staff can create leads, except members marked as<span> </span>not staff members</li> <li>Edit – Not applicable – Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li> <li>Delete – If not granted, the staff will be able to delete his own leads only.</li> </ul> <ul> <li>Staff members that are<span> </span><strong>not admins can only see leads to whom are assigned</strong>, <strong>lead is created by staff member, or lead is marked as public</strong>.</li> <li>Staff members that are<span> </span><strong>not admins can create and assign leads to all other staff members.</strong></li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;"><strong>Other notes about permissions:</strong></span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4> <ul> <li><strong>Support Tickets</strong><span> </span>– By default only staff members that belong to the ticket department will be able to see tickets if in<span> </span><strong>Setup->Settings->Tickets</strong><span> </span>the option <strong>Allow staff to access the only ticket that belongs to staff departments</strong><span> </span>is set to<span> </span><strong>YES</strong>, otherwise will be able to see all tickets.</li> </ul> <p></p> <p style="text-align:center;"><span style="color:#3366ff;"><span style="color:#000000;">Artilcles you may find useful for you: </span><br><a href="https://crm.podcator.com/admin/knowledge_base/view/permissions-and-roles-management-guide" style="color:#3366ff;">Permissions and Roles Management Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/staff-management-user-guide" style="color:#3366ff;">Staff Management User Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-prevent-staff-from-being-logged-in-more-than-once" style="color:#3366ff;">How to Prevent Staff from Being Logged in more than Once?</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/436" style="color:#3366ff;">How to Enable CFD Modification for the Agent?</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/434" style="color:#3366ff;">How to Restrict Support Access to Staff?</a></span><span style="color:#3366ff;"></span></p> </div> </article> <section class="clearfix"></section> [slug] => staff-permissions-explained [active] => 1 [datecreated] => 2023-06-08 09:56:32 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [1] => Array ( [articleid] => 24 [articlegroup] => 9 [subject] => Whatsapp Integration [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div> <div class="steper_cl" style="text-align:center;"><hr></div> <div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;"> </span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div> <div class="steper_cl" style="text-align:center;"><hr> <p class="card__body">Navigate to the Messaging > Senders > WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p> <hr> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p> <p class="card__body"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p> <hr> <div class="steper_cl"> <div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div> <div class="card__container"><hr><span style="font-size:12pt;"></span></div> </div> <p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -> Senders -> WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p> <hr> <p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p> <div class="card__container"> <h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1> <hr> <p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p> <hr> <p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p> <hr> <p class="mb-2">2. Find a lead and click on his name.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p> <hr> <p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p> <hr> <p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p> <hr></div> </div> <div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div> <div class="card__container" style="text-align:center;"><hr> <p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr><b></b></div> [slug] => whatsapp-integration [active] => 1 [datecreated] => 2023-07-02 18:42:47 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [2] => Array ( [articleid] => 32 [articlegroup] => 9 [subject] => How To Add Balance To An Account [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 1</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 2</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Traders</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-140344.png" width="276" height="104" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">View</span></strong>" option.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251027-140435.png" width="237" height="100" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <hr> <p style="text-align:center;">The balances are distributed accross the accounts respectively.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-134437.png" width="519" height="776" alt=""></p> [slug] => add-balance-to-account [active] => 1 [datecreated] => 2024-01-19 11:35:20 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [3] => Array ( [articleid] => 37 [articlegroup] => 9 [subject] => How To Copy An Invoice [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Click on the "<span style="color:#3366ff;">Sales</span>" button in the left menu and select "<span style="color:#3366ff;">Invoices</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Invoices%20CRM.png" width="250" height="359" alt=""></p> <hr> <p style="text-align:center;"><strong>OR</strong></p> <hr> <p style="text-align:center;">1. Select "<span style="color:#3366ff;">Traders</span>" in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p> <hr> <p style="text-align:center;">Find the <span style="color:#000000;">trader</span>, click on "<span style="color:#3366ff;">View</span>" under his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="664" height="114" alt=""></p> <hr> <p style="text-align:center;">Go to "<span style="color:#3366ff;">Invoices</span>" in the left list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Invoices%20CRM.png" width="250" height="181" alt=""></p> <hr> <p style="text-align:center;">2. Choose a particular invoice and click "<span style="color:#3366ff;">More</span>" on the right side of the screen.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Closed%20More%20CRM.png" width="600" height="372" alt=""></p> <hr> <p style="text-align:center;">3. Select "<span style="color:#3366ff;">Copy Invoice</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Open%20More%20CRM.png" width="200" height="317" alt=""></p> <hr> <p style="text-align:center;"></p> <div> <div class="gtx-trans-icon"></div> </div> [slug] => copying-invoice [active] => 1 [datecreated] => 2024-02-01 14:54:52 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [4] => Array ( [articleid] => 41 [articlegroup] => 9 [subject] => How To Change A Language on the Platform? [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20change%20a%20language.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">How To Change A Language on the Platform?</span></p> <p style="text-align:center;"><span style="font-size:18pt;"><strong><span style="color:#ff0000;">ON THE CRM</span></strong></span></p> <hr> <p style="text-align:center;">1. Go to your profile - the orange circle on the top right side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Profile%20Click%20Platform.png" width="250" height="96" alt=""></p> <hr> <p style="text-align:center;">2. Find the "<strong><span style="color:#3366ff;">Language</span></strong>" button and choose the language.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180145.png" width="655" height="407" alt=""></p> <hr> <p style="text-align:center;">3. Scroll down and choose "<strong><span style="color:#3366ff;">Save Changes</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180235.png" width="237" height="72" alt=""></p> [slug] => changing-language [active] => 1 [datecreated] => 2024-02-05 11:47:22 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) )
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title	How To Set Up A Chat
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view	<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> <i class="fa fa-home"></i> </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base/category/training-and-educational-resources" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Training and Educational Resources </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <span class="tw-text-neutral-900 tw-font-semibold">How To Set Up A Chat</span> </li> </ol> </nav> <div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-2xl tw-text-neutral-700"> How To Set Up A Chat </h1> <div class="tw-flex tw-flex-wrap tw-items-center tw-gap-4 tw-mb-6 tw-pb-4 tw-border-b tw-border-neutral-200"> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-calendar tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">Published: 2024-08-27 09:10:17</span> </div> <div class="tw-flex tw-items-center tw-text-sm tw-text-neutral-600 tw-bg-neutral-50 tw-px-3 tw-py-1.5 tw-rounded-full"> <i class="fa fa-eye tw-mr-2 tw-text-neutral-400"></i> <span class="tw-font-medium">98 views</span> </div> <div class="tw-flex tw-items-center tw-text-sm"> <span class="badge tw-bg-primary/10 tw-text-primary tw-px-3 tw-py-1.5 tw-font-medium"> <i class="fa fa-folder tw-mr-1"></i>Training and Educational Resources </span> </div> </div> <div class="tc-content kb-article-content tw-text-neutral-700 tw-mb-6"> <p style="text-align:center;"><video width="718" height="359" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20a%20chat.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Settings</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Select the "<span style="color:#0000ff;">Chat Settings</span>" tab in the left column.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Chat%20Settings%20CRM.png" width="300" height="179" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Turn "<span style="color:#0000ff;">Enable Clients Chat Support</span>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your liking.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Chat%20Support%20CRM.png" width="300" height="269" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Press the <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Save Settings</span>" button to save your changes.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="300" height="106" alt=""></p> <hr> </div> <hr class="hr-panel-separator tw-my-6" /> <div class="tw-mt-6 tw-pt-6 tw-border-t tw-border-neutral-200"> <h4 class="tw-font-semibold tw-text-lg tw-mb-4"> Did you find this article useful? </h4> <div class="answer_response tw-mb-3 tw-text-sm tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons tw-flex tw-gap-2" role="group"> <button type="button" data-answer="1" class="btn btn-success tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-green-600 tw-transition-colors"> <i class="fa fa-thumbs-up tw-mr-2"></i>Yes </button> <input type="hidden" name="articleid" value="106"> <button type="button" data-answer="0" class="btn btn-danger tw-px-6 tw-py-2 tw-font-medium hover:tw-bg-red-600 tw-transition-colors"> <i class="fa fa-thumbs-down tw-mr-2"></i>No </button> </div> </div> </div> </div> </div> <div class="col-md-4"> <div class="panel_s tw-border tw-border-neutral-200 tw-rounded tw-shadow-sm"> <div class="panel-body"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-mb-4 tw-pb-3 tw-border-b tw-border-neutral-200"> <i class="fa fa-link tw-mr-2 tw-text-primary"></i>Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-0"> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to set up staff permissions </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Whatsapp Integration </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/add-balance-to-account" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Add Balance To An Account </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM Way 1 1. Go to "Manager Platform" in the menu on the left side of the page. 2. ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Copy An Invoice </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ... </p> </li> <li class="tw-py-4 tw-border-b tw-border-neutral-200 last:tw-border-0 hover:tw-bg-neutral-50 tw-transition-colors tw-rounded tw-px-2 tw--mx-2"> <h5 class="article-heading article-related-heading tw-text-base tw-font-semibold tw-my-0 tw-mb-2"> <a href="https://crm.podcator.com/knowledge-base/article/changing-language" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Change A Language on the Platform? </a> </h5> <p class="tw-text-neutral-500 tw-text-sm tw-mb-0" style="display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden;"> How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on... </p> </li> </ul> </div> </div> </div> </div> </div>
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autoload_real.php
modules/backup/vendor/composer/autoload_real.php

autoload_static.php
modules/backup/vendor/composer/autoload_static.php

platform_check.php
modules/backup/vendor/composer/platform_check.php

datapulse.php
modules/datapulse/datapulse.php

datapulse_helper.php
modules/datapulse/helpers/datapulse_helper.php

datapulse_lang.php
modules/datapulse/language/english/datapulse_lang.php

goals.php
modules/goals/goals.php

goals_helper.php
modules/goals/helpers/goals_helper.php

goals_lang.php
modules/goals/language/english/goals_lang.php

csrf_exclude_uris.php
modules/lead_manager/config/csrf_exclude_uris.php

lead_manager_helper.php
modules/lead_manager/helpers/lead_manager_helper.php

lead_manager_lang.php
modules/lead_manager/language/english/lead_manager_lang.php

lead_manager.php
modules/lead_manager/lead_manager.php

Ma_helper.php
modules/ma/helpers/Ma_helper.php

ma_lang.php
modules/ma/language/english/ma_lang.php

ma.php
modules/ma/ma.php

Apiinit.php
modules/mailbox/core/Apiinit.php

mailbox_helper.php
modules/mailbox/helpers/mailbox_helper.php

mailbox_lang.php
modules/mailbox/language/english/mailbox_lang.php

Mailbox_aeiou.php
modules/mailbox/libraries/Mailbox_aeiou.php

mailbox.php
modules/mailbox/mailbox.php

autoload.php
modules/mailbox/vendor/autoload.php

autoload_real.php
modules/mailbox/vendor/composer/autoload_real.php

autoload_static.php
modules/mailbox/vendor/composer/autoload_static.php

Deprecated.php
modules/mailbox/vendor/rmccue/requests/library/Deprecated.php

Autoload.php
modules/mailbox/vendor/rmccue/requests/src/Autoload.php

menu_setup_helper.php
modules/menu_setup/helpers/menu_setup_helper.php

menu_setup_lang.php
modules/menu_setup/language/english/menu_setup_lang.php

menu_setup.php
modules/menu_setup/menu_setup.php

nanza_helper.php
modules/nanza/helpers/nanza_helper.php

register_dashboard_widgets.php
modules/nanza/hooks/register_dashboard_widgets.php

staff_model_hooks.php
modules/nanza/hooks/staff_model_hooks.php

staff_notifications_tab.php
modules/nanza/hooks/staff_notifications_tab.php

nanza_lang.php
modules/nanza/language/english/nanza_lang.php

App_Notifications_Sync_Service.php
modules/nanza/libraries/App_Notifications_Sync_Service.php

nanza.php
modules/nanza/nanza.php

nanzai_context_helper.php
modules/nanzai/helpers/nanzai_context_helper.php

nanzai_crm_helper.php
modules/nanzai/helpers/nanzai_crm_helper.php

nanzai_function_calling_helper.php
modules/nanzai/helpers/nanzai_function_calling_helper.php

nanzai_helper.php
modules/nanzai/helpers/nanzai_helper.php

nanzai_provider_helper.php
modules/nanzai/helpers/nanzai_provider_helper.php

nanzai_crm_hooks.php
modules/nanzai/hooks/nanzai_crm_hooks.php

nanzai_lang.php
modules/nanzai/language/english/nanzai_lang.php

Anthropic.php
modules/nanzai/libraries/Anthropic.php

Mistral.php
modules/nanzai/libraries/Mistral.php

OpenAI.php
modules/nanzai/libraries/OpenAI.php

nanzai.php
modules/nanzai/nanzai.php

notes.php
modules/notes/notes.php

perfshield_helper.php
modules/perfshield/helpers/perfshield_helper.php

perfshield_login_protection_helper.php
modules/perfshield/helpers/perfshield_login_protection_helper.php

session_tracking.php
modules/perfshield/hooks/session_tracking.php

email_templates.php
modules/perfshield/includes/email_templates.php

sidebar_menu_links.php
modules/perfshield/includes/sidebar_menu_links.php

perfshield_lang.php
modules/perfshield/language/english/perfshield_lang.php

Perfshield_aeiou.php
modules/perfshield/libraries/Perfshield_aeiou.php

Perfshield_login_protection_model.php
modules/perfshield/models/Perfshield_login_protection_model.php

perfshield.php
modules/perfshield/perfshield.php

autoload.php
modules/perfshield/vendor/autoload.php

autoload_real.php
modules/perfshield/vendor/composer/autoload_real.php

autoload_static.php
modules/perfshield/vendor/composer/autoload_static.php

platform_check.php
modules/perfshield/vendor/composer/platform_check.php

prchat_helper.php
modules/prchat/helpers/prchat_helper.php

prchat_security_helper.php
modules/prchat/helpers/prchat_security_helper.php

chat_lang.php
modules/prchat/language/english/chat_lang.php

prchat.php
modules/prchat/prchat.php

si_lead_filters_helper.php
modules/si_lead_filters/helpers/si_lead_filters_helper.php

si_lead_filters_lang.php
modules/si_lead_filters/language/english/si_lead_filters_lang.php

Si_lead_filter_model.php
modules/si_lead_filters/models/Si_lead_filter_model.php

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

csrf_exclude_uris.php
modules/tour_guide/config/csrf_exclude_uris.php

HTMLPurifier.standalone.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/Libraries/HTMLPurifier/HTMLPurifier.standalone.php

common.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/common.php

autoload.php
modules/tour_guide/vendor2/autoload.php

autoload_real.php
modules/tour_guide/vendor2/composer/autoload_real.php

autoload_static.php
modules/tour_guide/vendor2/composer/autoload_static.php

csrf_exclude_uris.php
modules/whatsapp/config/csrf_exclude_uris.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.php

Benchmark.php
system/core/Benchmark.php

CodeIgniter.php
system/core/CodeIgniter.php

Common.php
system/core/Common.php

Config.php
system/core/Config.php

Controller.php
system/core/Controller.php

Exceptions.php
system/core/Exceptions.php

Hooks.php
system/core/Hooks.php

Input.php
system/core/Input.php

Lang.php
system/core/Lang.php

Loader.php
system/core/Loader.php

Log.php
system/core/Log.php

Model.php
system/core/Model.php

Output.php
system/core/Output.php

Router.php
system/core/Router.php

Security.php
system/core/Security.php

URI.php
system/core/URI.php

Utf8.php
system/core/Utf8.php

hash.php
system/core/compat/hash.php

mbstring.php
system/core/compat/mbstring.php

password.php
system/core/compat/password.php

standard.php
system/core/compat/standard.php

DB.php
system/database/DB.php

DB_driver.php
system/database/DB_driver.php

DB_query_builder.php
system/database/DB_query_builder.php

DB_result.php
system/database/DB_result.php

mysqli_driver.php
system/database/drivers/mysqli/mysqli_driver.php

mysqli_result.php
system/database/drivers/mysqli/mysqli_result.php

cookie_helper.php
system/helpers/cookie_helper.php

directory_helper.php
system/helpers/directory_helper.php

email_helper.php
system/helpers/email_helper.php

file_helper.php
system/helpers/file_helper.php

form_helper.php
system/helpers/form_helper.php

html_helper.php
system/helpers/html_helper.php

language_helper.php
system/helpers/language_helper.php

text_helper.php
system/helpers/text_helper.php

url_helper.php
system/helpers/url_helper.php

profiler_lang.php
system/language/english/profiler_lang.php

Driver.php
system/libraries/Driver.php

Email.php
system/libraries/Email.php

Encryption.php
system/libraries/Encryption.php

Form_validation.php
system/libraries/Form_validation.php

Image_lib.php
system/libraries/Image_lib.php

Session.php
system/libraries/Session/Session.php

Session_driver.php
system/libraries/Session/Session_driver.php

Session_redis_driver.php
system/libraries/Session/drivers/Session_redis_driver.php

User_agent.php
system/libraries/User_agent.php

Loading Time: Base Classes	0.0039
Controller Execution Time ( Knowledge Base / Article )	0.0601
Total Execution Time	0.0641

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION
SERVER_PORT	443
SERVER_NAME	crm.podcator.com
REMOTE_ADDR	216.73.216.137
SERVER_SOFTWARE	Apache
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/2.0
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR

base_url	https://crm.podcator.com
index_page
uri_protocol	AUTO
url_suffix
language
charset	UTF-8
enable_hooks	1
subclass_prefix	App_
composer_autoload	1
permitted_uri_chars	a-z 0-9~%.:_\-@
allow_get_array	1
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
log_threshold	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	6d64dbacfbe40e05510793b258fc3d10
sess_driver	redis
sess_cookie_name	sp_session
sess_expiration	28800
sess_save_path	tcp://127.0.0.1:6379?timeout=5
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy	1
sess_cookie_samesite	Lax
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection	1
csrf_token_name	csrf_token_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	3660
csrf_regenerate
csrf_exclude_uris	Array ( [0] => forms/wtl/[0-9a-z]+ [1] => forms/ticket [2] => forms/quote/[0-9a-z]+ [3] => admin/tasks/timer_tracking [4] => api\/.+ [5] => nanza/webhooks/register [6] => admin/nanza/webhooks/login_notification [7] => api/leads [8] => api/leads/notes [9] => admin/nanza/dialer/get_data [10] => admin/nanza/dialer/squaretalk [11] => nanza/client [12] => nanza/client/user_data [13] => admin/nanza/withdrawal/balances/\d+ [14] => admin/nanza/orders/copy_order/\d+ [15] => admin/nanza/orders/create_order [16] => admin/nanza/admin/edit_settings [17] => admin/nanza/cfd/get_cfd_instruments_info [18] => admin/nanza/cfd/edit_cfd_position/\d+ [19] => admin/nanza/cfd/copy_cfd_position/\d+ [20] => admin/nanza/cfd/cfd_positions [21] => admin/nanza/cfd/upload_cfd_positions/\d+ [22] => admin/leads/export_leads [23] => admin/leads/delete [24] => admin/leads/update_columns_order [25] => ma/ma_forms/wtl/[0-9a-z]+/[0-9a-z]+admin/nanza/cfd/bulk_action [26] => admin/traders/summary/[0-9]+ [27] => admin/traders/create_withdrawal [28] => admin/traders/send_withdrawal [29] => prchat/Prchat_ClientsController/pusherCustomersAuthApp [30] => prchat/Prchat_ClientsController/initClientChat [31] => prchat/Prchat_ClientsController/updateClientUnreadMessages [32] => admin/traders/send_withdrawal [33] => admin/notes/save_note [34] => admin/nanza/margin_positions [35] => admin/nanza/orders [36] => admin/nanza/withdrawal [37] => admin/nanza/kyc_dashboard [38] => admin/traders/get_auto_login_url [39] => admin/traders/get_total_deposit )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
modules_locations	Array ( [/home/podcator/domains/crm.podcator.com/public_html/modules/] => ../../modules/ )
migration_enabled
migration_type	sequential
migration_table	migrations
migration_auto_latest
migration_version	305
migration_path	/home/podcator/domains/crm.podcator.com/public_html/application/migrations/

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