Take a tour of sales portal
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Transcript of Take a tour of sales portal
![Page 1: Take a tour of sales portal](https://reader034.fdocuments.us/reader034/viewer/2022042715/5585216ed8b42ae4748b4c68/html5/thumbnails/1.jpg)
Chat up your visitors
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Portal.vhelp.me
Visitor pane Interaction pane Resources pane
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Visitor pane1
Visitor coming from ad campaigns get tagged with the campaign descriptions.
Normal visitor appear without any additions
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On clicking the visitor name the details of them become visible in interaction pane and resource pane.
![Page 4: Take a tour of sales portal](https://reader034.fdocuments.us/reader034/viewer/2022042715/5585216ed8b42ae4748b4c68/html5/thumbnails/4.jpg)
Interaction pane2
Visitor coming from ad campaigns get tagged with the campaign descriptions. On clicking the visitor name the details of them become visible in interaction pane and resource pane. Visitor then can get acquired to override the auto help, with human help.
You can chat upto 5 customers in one go. All the visitors appear as tabs and interaction with them follow in those tabs
Clicking the cross mark closes the interaction pane
Clicking the bulb allows you to add repeating questions to be added to Answerbay
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Interaction pane - control panel
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On click you can acquire the customers you want to interact
On click, it allows to release the visitor from the pane.
With redirect you can cobrowse with the customer.
Tag lead allows you to post the visitor info to the lead table, which can be pushed to CRM
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Acquire and release
On click you can acquire the customers you want to interact
Release tab allows you to release visitor from chat
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Redirect 2c
Paste the URL where you want to route your visitor to..
Paste the message for your visitors like"I am taking you to the payment page"
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Resource pane 3
Click on search to quickly search through the knowledge base
Change the chat name for the sales agent.
Logout of the session.
Click on edit option to modify lead information of the visitor
Create quick short cuts to power your interactions.
Previous interaction history of visitor
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Semantic search
Click on search to quickly search through the knowledge base. You can search an entire question to get the answer.
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Create quick short cuts
You can create shortcuts for common phrases or greeting through short cut tab. You can access it by typing "/shortcut" I response
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Roll out the red carpet for your visitors