• Written Instructions

    For those who like to read 😎

    Today we will accomplish the following:

     

    1. Install Webchat On Your Website
    2. Add Team Members

    1. Install Webchat On Your Website - To Convert Website Visitors Into Hot Prospects

     

    • Login To Your Scalex Account
    • Click on 'Chat Widget' (Left hand menu near the bottom)
    • Customize Chat Widget (If Desired - Default Messages Work Great)
    • Click on 'Get Code' button (Top Right)
    • Click 'Copy Code' button
    • Paste code into 'Body' or 'Footer' section of your website
    • Congrats! You did it 🎉

     

    Alternatively, if you do not have access to your website, do the following...

     

    • Login To Your Scalex Account
    • Click on 'Chat Widget' (Left hand menu near the bottom)
    • Customize Chat Widget (If Desired - Default Messages Work Great)
    • Click on 'Get Code' button (Top Right)
    • Click 'Copy Code' button
    • Paste Code in an email and send to your web developer/IT person
    • Tell them to paste the code into the 'Body' or 'Footer' section of your website
    • Congrats! You did it 🎉

    2. Add Team Members - To Assist With Customer Communication

     

    • Login To Your Scalex Account
    • Click on 'Settings' (Left hand menu at the bottom)
    • Click on 'Team Management' (Top Menu - 4th tab from the left)
    • Click 'Add Employee' (Far Right Green Button)
    • Input Team Members Details + User Role & Permissions
    • Click 'Save'
    • Congrats! You did it 🎉