SaaSMonk Docs
  • 👋Welcome to SaaSMonk
  • Overview
    • 💡What we do
  • 🏗️Setup
    • 🌐Adding the chat widget to your website
    • 📤JavaScript Events
    • 🔗Adding Allowlist URLs
  • 👨‍💼Agent Setup
    • 👉Basic setup
    • Identify individuals clicking on outbound emails
  • 🔌Integrations
    • 📅Calendars
      • Calendly
      • Hubspot
      • RevenueHero Campaign router
      • RevenueHero Inbound Router
    • 💬Slack
      • How to connect?
      • How to use?
    • 🎓SalesForce CRM
    • ⭐HubSpot CRM
  • 🔀Visitor flows
    • Style options
    • Merge tags
    • Opening vs Follow-Up Messages
Powered by GitBook
On this page
  • Enabling visitor chat
  • Updating your profile picture

Was this helpful?

  1. Agent Setup

Basic setup

This section covers all the setup you should do before you start talking to visitors.

PreviousAdding Allowlist URLsNextIdentify individuals clicking on outbound emails

Last updated 10 months ago

Was this helpful?

It's highly recommended to do all these steps to ensure that your visitors want to talk to you!

Enabling visitor chat

  1. Turn on user visibility: if you ever intend on chatting with visitors via Slack or the dashboard, this needs to be on! This ensures your profile image shows up publicly.

  2. Set a default chat greeting: you can update the default greeting that gets sent through the "Greet Visitor 👋" button on Slack. Tip: make it as non-robotic as you can for more engagement

Updating your profile picture

Your profile picture will be visible in the chat widget to your website visitors. Putting a face to your name really helps in their confidence of you being a real person!

Be sure to upload an image that shows your face prominently

On within your dashboard, make sure you -

Set a message for your bio: this can just be your job role, or something to put a smile on your visitor's face

👨‍💼
👉
😉
this page
Settings > User