Support Portal: Session Start Methods and Logo Customization in Connect

Support Portal Header

Session Start Methods

Display Representative List

The representative list displays the names of all logged-in representatives, sorted according to display number. When a customer clicks a name and runs the customer client, a session immediately appears in that representative’s personal queue. If Start Session Using Click-to-Chat is selected, sessions started with this method start as web-based chats rather than with the full customer client.

Display Presentation List

The presentation list displays active presentations. For a presentation to be listed here, the representative must have started the presentation and selected to show the presentation on the public site. When a customer clicks a presentation name and runs the client, they will immediately join that presentation.

Display Session Key Form

The session key form enables users to start a session by entering a session key provided by a representative. Sessions started this way go to a general queue, available to all representatives. If Start Session Using Click-to-Chat is selected, sessions start as web-based chats rather than with the full customer client.

Display Connect Now Button

If enabled, a Connect Now Button appears on the public portal, allowing customers simple, one-step access to an available representative. If Start Session Using Click-to-Chat is selected, sessions start as web-based chats rather than with the full customer client.

Support Portal :: Customization

Customize the look of the support portal to match your company's branding.

Logo

Upload a custom logo which appears in the top corner of your support portal.

Preview

Review the changes implemented for your portal by hovering your mouse over the Preview pop-up.

Colors

Use the color selectors to choose colors for the support portal's background, headers, borders, text, globe icon, links, and buttons.

Save Customizations

Save all customizations made to the support portal and publish the changes to your live support portal.

Discard Changes

Remove unsaved changes from the support portal.

Revert to Default

Revert the support portal template to the factory default look and feel.

Note: The Revert to Default action does not permanently change the support portal to the factory default until you click Save Customizations.

Customer Client :: Chat Window Banner

You may upload a custom image file to serve as the customer client chat window banner.

From the Customer Client :: Chat Window Banner section of the Support Portal page, click Change Chat Banner to select your new banner image, and then click Save Chat Banner.

Note: This image must be a 256-color (8-bit) Windows Bitmap file (.bmp) and must be 480 pixels wide. The recommended height is 40 pixels.

Once the file is uploaded, all new sessions use that image. Currently running sessions are not affected.

Note: Any changes can be discarded by clicking Discard Changes. This removes unsaved changes from the chat banner.The chat window banner can be reverted to the default by clicking Revert to Default.

Presentation Attendee Client :: Chat Window Banner

You may upload a custom image file to serve as the presentation attendee chat window banner.

From the Presentation Attendee Client :: Chat Window Banner section of the Support Portal page, click Change Attendee Banner to select your new banner image, and then click Save Attendee Banner.

Note: This image must be a 256-color (8-bit) Windows Bitmap file (.bmp) and must be 480 pixels wide. The recommended height is 40 pixels.

Once the file is uploaded, all new sessions use that image. Currently running sessions are not affected.

Note: Any changes can be discarded by clicking Discard Changes. This removes unsaved changes from the chat banner.The chat window banner can be reverted to the default by clicking Revert to Default.