Header #
The platform’s header will have a Hamburger Menu and a Profile Menu.
Hamburger Menu is an icon used on websites and in apps that, when clicked or tapped, opens a side menu or navigation drawer.
Profile Menu includes Manage Profile, Administration, and Sign Out.
Manage Profile includes Profile Picture, First Name, Last Name, Email ID, Phone Number, Role, and Softphone Routing.
It allows an Admin/Manager to customize Profile Picture, First name, Last name, and Phone Number.
Administration allows a user to customize the widget and Chat Configuration of the platform.
Sign Out allows a user to disconnect from Dialogview.
Sidebar #
The sidebar will display Dashboard, Conversations, User Management, Integration Window, Offline, and Canned Responses.
You can toggle the menu by clicking the hamburger menu icon, showing the tab icons along with its name.
The Dashboard window provides a comprehensive overview of Customer Support and Displays Conversations, Agents/Teams Count, Customers Count, Conversations Attended, Agent Rating,
Conversation/Hour Statistics and Conversation History.
The Conversation Screen allows users to engage with customers through Chat, Audio & Video Calls, and Screen sharing. It includes Reminders, Meeting Schedules, Document Repository, and Canned Responses.
The User Management window allows the Admin/Manager to add Users, Teams, and Departments.
The Integration window allows the integration of Chatbots, SMS, Voice Calls, and Social Media Platforms like Facebook and WhatsApp.
The Offline Screen includes the list of customers unattended when agents were offline or unavailable.
The customer can enter the following details for the agents to contact them: Customer Name, Date, Preference, Conversation, and Action.
Canned Responses allow the agents/admin/ manager to add predictable questions that may be asked by a customer and the answers for it.
