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Besides making sure the Live Assistant system is working correctly, running a test chat session will help you see how the Webchat Client and the Agent Console work during a basic chat session. You’ll use the demo workgroup that came with the installation for this. Later, once you know how to set up your own workgroups, you can delete the demo workgroup if you like.
To run a test chat session:
After installing the Agent Console, start it from your desktop and log in using the demo credentials and the name of your server.
Username: demo
Password: demo
The first time you log in, Live Assistant automatically logs you in to the demo workgroup because the demo account belongs to the demo workgroup.
Navigate to the Webchat webpage on your local host and click the live help link to initiate a request for a chat session (or, in the Admin Console, click the Live Assistant tab and then, in the sidebar pane under Tools, click Webchat).
In the Webchat window, fill in the required fields, including a brief test question, and then click Start Chat.
Switch back to the Agent Console to see the chat request. A chat request window should be open in the upper left of the Console. Click the Accept button. The Chat window opens in the lower half of the Console.
In the Chat window reply box, type a test response and then click Send.
Check the Webchat Client window for the test response.
Close the chat session in both the Agent Console and the Webchat Client:
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In the Webchat Client, click X End to end the chat and then close the Webchat window. |
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In the Agent Console, click the X on the chat tab to close the Chat window. |
