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Email campaign templates save you from starting with a blank page every time you reach out to customers. Whether announcing a sale or nurturing leads, you can create effective reusable templates. Let's explore how to create and use a custom campaign templateStep 1:Navigate to Settings from the main dashboard menu Move to the productivity sectionUnder the campaignTemplate, click on Add Template.​​Step 2:A template creation page opens.Enter all the details and create your custom template.​Details required are:Name - Name of the TemplateSubject - Subject of the templateCampaign Template - Customize the template to suit your requirements, incorporating all available features.Essential Content Elements:This essential provides the structural foundation and interactive elements for organizing your email campaigns. It allows you to create layouts and make them engaging and encourages customer interaction. Let's explore all the building options available under the content sectionColumns Create multi-column layouts for content presentation and a well-organized information display. It automatically adjusts based on the structure to maintain professionalism.Buttonclickable call-to-action (CTA) buttons with text, colors and linking destinations. Button styling helps to encourage customer engagement and drives specific business actions such as purchases or sign-ups.Divider Horizontal lines or spacers to separate content sections and improve readability, as it help to organize information chronologically while creating space  among multiple sections.Heading ​​A section title with customizable typography and a styling option to establish content hierarchy while drawing attention to important to key messages.​Text​Formatted body content with advanced text editing, styling formatting capabilities to allow for professional content presentation and customization.ImagePhotos, logos with sizing, alignment and linking options for visual impact to enhance message appeal while supporting demonstrations or even brand recognition efforts.SocialSocial media icons and links to extend engagement beyond email to encourage content sharing while connecting email campaigns to broader digital marketing.HTMLInclude custom code blocks for advanced functionality or specialized design elements. HTML blocks enable advanced customization while supporting integrations and campaign tracking.Block Elements Block components provide pre-designed layout templates that you can customize and populate with your content. These templates eliminate the guesswork of campaign structure while providing a professional appearance for different campaign types.Block layouts Available: The block section offers various pre-built email structures,Single-column layoutsTwo-column designsThree-column arrangements  Mixed-layout templates. Body Customization Body settings control the overall appearance and global styling of your entire email campaign. The comprehensive controls ensure brand consistency while maintaining clear readability and professional presentation.Available campaign Body Controls tools:Text Color Default text color to follow a consistent look throughout your email campaign while maintaining brand consistency across all elements.Background ColorBackground colors that complement your brand and improve engagement while enhancing visual appeal.Content Width Proper width settings of content help to maintain a professional appearance while ensuring compatibility with various email formats.Content AlignmentAlign your content for a professional presentation as it creates visual balance while improving content flow and reader engagement.Drag-and-Drop FunctionalityThe email builder uses simple drag-and-drop mechanics where you select elements from the left panel and position them in your email canvas.This approach lets you see exactly how your email will appear while building it, making design intuitive and immediate engagementOnce Done click on Create and you are done with creating a custom email template.​How to Insert a Template in an Email CampaignNavigate to the campaign from the main dashboard menuClick on email campaign and configure the general settings ​Under the campaign design section, click on the clipboard on the right side beside the placeholder button​A list of all email campaign templates opens. Select the most appreciated one and it will be automatically applied​
Business hours are not just about when you're working; they make your entire operation run smoother. Your workflows and automated processes all work better when they know your schedule. You can also add custom holidays so your system with respect respects your time off.Getting Started with Business HoursJust navigate to Settings > Automation Section > Business Hours > Add New Business Hours and you are ready to customize your availability.Manage Business Hours​Time ZoneFirst things first, set your time zone so everything aligns with when your business actually operates.Help Desk HoursThis is where you define when your agents are ready to support customers through any communication channels. You have two great options:24/7 Support: If your agents are always available, just select this option and you're done.Custom Schedule: If you prefer a work-life balance? Set specific hours for each day of the week.-  Start Time – When will your team start resolving customer issues?- End Time – When do you wrap up for the day?Recommendation: Do mix and match, like open longer on weekdays and shorter on weekends, or closed entirely.Yearly Holiday listEnable the Yearly Holiday List feature to add custom holidays based on your business policiesStep 1: Give your holiday a name (for example, "Company Retreat Day")Step 2: Pick the date from the calendar Step 3: Click Add and your holiday is officially on recordImportant: Your system will now turn these days off and adjust workflows accordingly​How to Delete a Business HourWhile editing business hours, you will see a "Delete Business Hours" buttonClick it and confirm that this will permanently remove those hour settings.Warning: Remember, this action can't be undone, so make sure you really want to delete What's next? Now that your business hours are set up, let's keep optimizing your service process:Creating Routing Rules:  Automatically direct customers to the right agent Set up your SLA policies: Establish an SLA that works with your business hours for a realistic experience
Transform your website's customer service experience by optimizing the chat messenger widget to match your brand identity and needs. It allows you to create a seamless integration that feels a part of your website and provides real-time engagement capabilities.Changing the Appearance Of Chat MessengerThe Appearance Customization settings in Omni24 allow you to personalize your chat messenger interface to match your brand identity. You can customize colors, change button styles and pick the perfect position to create a seamless experience. Let's explore all the features available under Appearance.To customize the appearance of chat messenger, navigate to Settings from the dashboard menu.Scroll down to the Messenger section and click on Appearance.Customization​Messenger Button Icon Choose from five different button icons to give your chat messenger a branded look. Each icon has its own personality, so pick the one that best matches. Click here to configure your chat messenger.Messenger Button Icon PositionDecide where your chat icon appears on your website. You can place it in the bottom-Place it wherever it feels most natural and fits best with your site design.Brand Color Change your messenger's theme color to match your brand. Make it pop or keep it subtle – whatever feels right for your brand.Connect All Your Channels​Knowledge baseEnable this feature and integrate the knowledge base directly into your chat messenger. Visitors can find answers instantly without leaving the chat.​MeetingsTurn this on so that visitors can schedule meetings directly from chat messenger without jumping between different tools. Click here to learn how to connect to Google CalendarSocial Media Integration​WhatsappEnable WhatsApp integration so visitors can reach you on their favorite messaging platform. Just add your WhatsApp link Write a friendly message that visitors will see when they choose.Need help setting this up? Learn how to connect with WhatsApp for detailed instructions!Facebook Bring Facebook right into your chat widget by adding a link along with a welcoming message. Visitors can connect with you on their preferred channel.Complete Setup of connecting with Facebook Messenger. Click hereInstagram​​Let customers connect through Instagram by adding a link along with a friendly message to improve customer conversations.Configuration Of Chat MessengerChat Messenger configuration allows customization of the chat window's appearance, behavior, and functionality. You can modify names, logos, language, pre-chat surveys and other elements to match brand identity and requirements.Getting startedNavigate to settings from the main dashboard menuUnder the Messenger section, click on Configuration​​Configure your Messenger​Heading & SubheadingCreate friendly messages like "Hi! How can we help?" with helpful subheadings underneath like "We typically respond within minutes."Language & LogoChoose the language of Messenger and upload your branded logo so customers instantly recognize it.Response ExpectationsChoose from predefined response time messages that represent your team's actual availability. Note: This message appears after visitors send the initial conversations to help them understand when they can expect a response.​Available Response Time Options:Reply in Few Minutes - Immediate responses during active business hours.Typically Reply in Few Hours - same-day response for standard business hours.Typically Reply in Few Days - Longer response times for complex issuesDo Not Show Any Message - Removes response time expectations entirely.Custom Message - Personalized text that reflects your specific support availability.Timing & Team Display Control pop-up timing and show the most active agents so customers can see real faces ready.​Conversation ManagementSingle Conversation ModeEnable single conversation thread It reduces confusion and helps both your team and customers have more focused chats.Email Follow-UpMake it super easy for customers to continue conversations by adding email follow-up options.Visitor Information ​​Visitor's Name: So that you can greet them personally and build rapportEmail Address: For follow-ups and continued communicationPhone Number: In case they prefer a quick call or have urgent needsClick on Save to activate all your amazing customizationsAdvanced Settings of Chat MessengerAdvanced Settings allows customization of the messenger's interface behavior and functionality. Whether you want to enable file sharing, sneak peeks of what customers are typing or ensure privacy regulations, you can tailor everything to exactly how you need.Finding Your Advanced Settings Navigate to Settings from the main dashboard menuClick on Advanced from the Messenger section. You will have access to all customization optionsChat Customization ToolkitAllow Incoming Attachments: Let your customers send you documents right through the chat. This is perfect when customers need to show you visual information for help.Allow Outgoing Attachments: Give your agents the power to share helpful resources with customers through chat. You can instantly share exactly what customers need!Show Read/Delivery Messages: Status indicators that show whether messages have been delivered and read by both you and your customers.Message Sneak Peek: Your agents can see what visitors are typing in real-time before they even hit send to help start preparing helpful responses, making conversations responsive.Disable Messenger on Mobile. Sometimes, you might want to offer different experiences for mobile users. This option lets you connect specifically with a customer to the mobile version.​Allow Voice Message​Enable sending voice recordings directly through chat messenger for complex technical issues where verbal explanation can be clearer.Privacy and Compliance SetupConsent to Process Data: Stay compliant with privacy regulations by requiring visitors to agree to your data processing terms before they start chatting. Note: It should explain how you will use their information while maintaining brand voiceConsent to Communicate Message: Make sure visitors accept terms and conditions before engaging in conversations to set clear expectations.Button Text Personalization: Customize text that appears on consent buttons to match your brand tone and improve experience:Opt-in Button Text: Modify the acceptance button text to be more specific, like "I Agree" or "Accept Terms," for clearer intent.Opt-out Button Text: Customize the decline button text to respect their privacy preferences.Once done, click on update to apply the changes. After applying all changes on your chat messenger, it will look something like this​What's next? Your chat messenger is getting more powerful! Let's set up an offline experience for chat messenger
Ensure your customers can always reach you by setting up offline messaging capabilities that capture details when your team is unavailable. Configuring trusted domains adds an essential security to prevent unauthorized use of your chat messenger while maintaining seamless communication across verified websites..Setting Up an Offline Experience for Chat MessengerHow to set up Trusted and configure your chat messenger for offline mode when out of business hoursOffline experience setup ensures seamless communication across live chat when your agents are unavailable. During offline periods, chat messenger will display custom predefined messages and capture visitor information through forms while providing estimated response times to maintain consistency, as well as managing visitor expectations.Key Benefits:Maintains continuous customer engagement by collecting inquiries even during offline hours, preventing lost business opportunities.Reduces visitor frustration by setting clear expectations about response timing and alternative contact methods.Strengthens brand professionalism with consistent messaging and automated responses during non-operational hours. Setting Up Your Offline ExperienceTo activate the offline experience, navigate to Settings from from main dashboard menuScroll to the Messenger section Click on Offline Experience.​​Choose When to Go OfflinePick the condition for when your offline experience should start:Enable When All Agents Are Offline: Perfect for when your entire team is unavailable to ensure visitors are not ignoredEnable Outside Business Hours: Automatically switches to offline mode when your business day ends.​Want to learn about smart automation? click here to explore workflowCustomer Details ​​When your helpdesk is offline, collect customer information and queries so that whenever your agents are available, they can revert back Name – So that you can greet customers personally when you respondPhone Number – For urgent matters that need a quick callEmail – Your primary way to follow up Message – Customers explain exactly what help they need Set up a friendly message that visitors see after successfully submitting their information.Note: As soon as your business hours end or when all regents are inactive, then your offline experience starts within the web-chat interfaceHow To Add Trusted DomainOmni24 enables businesses to seamlessly integrate chat messenger into their websites by configuring custom domain settings. This ensures brand consistency, enhanced security, and professional appearance while maintaining smooth communication between visitors and agents through a trusted domain environment.Step-by-Step Domain Addition ProcessStep 1: Navigate to SettingsHead to Settings from the left side of your main navigation menu.Scroll down to find the Productivity section.Click on Trusted Domains to open your domain authorization interface.Step 2: Initiate Domain Addition New page opens to create a Trusted Domain where you have to add the details.​Step 3: Configure Domain DetailsComplete the required information to establish trust with your website URL:Domain Name: This field represents the custom domain/subdomain name you want to use for hosting your chat messenger, ensuring brand consistency and recognition.Domain URL: The complete web address (URL) where your chat messenger will be hosted.Once done, click on Create and you have successfully added a Custom domain.Note: Ensure the URL format matches exactly how visitors access your website.Removing Trusted Domains When you no longer need a domain authorized for the chat widgetClick the delete icon (trash can symbol) next to the domain name to remove it from your list. Note: This will immediately revoke the domain's authorization to display your chat messenger interface.Understanding Trusted Domain RequirementsBefore your chat messenger widget can appear on any website, Omni24 needs to verify that the domain is authorized to display it or not. When you embed your chat messenger code into a website without first adding the domain to your trusted list, visitors will not be able to see the widget. Learn how to integrate chat messenger on your websiteBefore the trusted domain verification is not done, the website will look like​​After the trusted domain is verified properly user can view the chat messenger on the website and it looks likeWhat's Next? Complete your chat messenger integrationChat Messenger Customization - Personalize and customize your messenger appearance
Omni24 makes it super easy to send personalized surveys right after your support interactions. It is the way of asking "How did we do?" while the conversation is still fresh. You'll get valuable insights that help your team improve. Let's explore how to Benefits of Email SurveyGathers immediate post-interaction feedback to measure customer satisfaction and identify areas for service improvement.Automates the survey distribution process, saving time while ensuring consistent feedback collection.Provides data-driven insights through customizable reports and analytics to track service performance trends.Helps identify training opportunities for agents based on customer feedback and satisfaction scores.How to CreateTo generate Email addresses, navigate to Settings > Customer Satisfaction > Email Survey > Add Email Survey.A page opens as a Create email survey, where you have to fill in the required details.Mail subject and inbox Fields required to be filledMail Subject: Email subject line for the survey that engages recipients and clearly indicates the purpose.Select Inbox: Email inbox or department where the survey responses will be collectedRating Type: Choose the format of customer feedback, such as star ratings, numerical scales, or emoji reactions, to measure satisfaction levels.Note: click here to know how to create a chat survey​Heading: Survey title that captures attention and clearly states the purpose of the feedback requestLogo: Your company's logo is placed in the survey email to maintain brand identity.Subheading: Additional text below that provides instructions about the survey.Footer: Contains essential information like company contact details, unsubscribe options and privacy policy links.Thank You Page Enter all the required detailsThank You Message - display a thank you message to your customers.Include comment Box - helps to display the comment box after the selected rating. Comment Box Title - Helps to add a title to your comment box.Additional Comment - enable to inclusion of an additional comment boxMultiple Feedback - enable this and customers will be able to give multiple feedback.Once done, click on Create. ​
Tags are an important functionality for staying organized! These labels help you sort conversations, customers and tickets so you can find them fast while streamlining support workflow. From marking urgent issues to identifying VIP customers, tags make it easy to manage.Create Tags from SettingsStep 1:Navigate to Settings from your main dashboardScroll down to the Productivity sectionClick Add under TagsStep 2: A Create a Tag window will pop upGive your tag a concise name for your team to recognizeImportant: Pick a color that makes sense (red for urgent, green for resolved, blue for billing)​Hit Create Tag and you're ready to startDelete a TagWhenever you change your mind about a tag and want to delete it. Navigate to the Tags section from settings Click Delete next to the tag you want to remove.​​Create Tags From the Conversation PanelWhile chatting with a customer, you want to add a tag to that conversation for further context reference. Here's how to create tags on the fly:Step 1: Go to your Inbox and open any conversationStep 2: On the top of the conversation panel, Tags are available. Step 3: Click on tags, drag down the list and click Add Tag.  ​Now you can create and apply new tags without leaving the conversationAdd Tag to a ContactStep 1: Navigate to CRM > All Contacts from the main dashboard menu and click on the specific contact or company profile you want to add tags.Step 2: On the contact profile page, locate and click the tag icon on the right side of the customer profile.Step 3: A dropdown list with all available tags will appear. Select the tag(s) you want to assign to the contact or company profile and they will be automatically applied.​​What’s Next?Now that you're tagging conversations, let's explore more ways to make customer support even more powerful.​Getting started with Omni24: Learn everything Omni24 can do for your team
Building a well-organized team structure ensures smooth operations and clear responsibilities for your customer service operations. Let's explore the essential components needed to establish your workspace and manage your team efficiently.Getting Started Navigate to Settings > My Organization to access all these organizational setup options and build your team.Account Settings Configure your account with essential organizational preferences, including staffing prediction, ticket deflection settings and conversation management rules. The foundational setup helps you to optimize your workflow and streamline routine processes for better efficiency.Users Management Add and manage all team members within your organization by creating accounts with specific roles and permissions. The user management system allows you to control access levels and track team member activity across your support operations.Learn more about creating and managing a User Teams SetupCreate dedicated teams to organize your users based on departments, skills, or specializations for better workload distribution as well as collaboration. It helps you streamline communication so that tickets are routed to the right agents.Learn more about Team Setup and ManagementRoles and Permissions Define custom roles with specific permissions to control what each member can access and modify data within your organization. The role-based system ensures security while maintaining proper workflow boundaries and granting team members access to the specific resources they need.Learn more about User Roles and Permissions
​Canned Responses are a predefined set of custom responses that are frequently used to help your customer get a faster response and also guide them for any common issues. Creating a canned response for frequently used responses is an efficient step towards reducing workload. Therefore, this article will guide you to add and manage Canned ResponsesCreate Canned ResponseStep 1: Head to Settings > Productivity > Canned Response > Add Canned Response. It is like setting up your own personal response toolkit!​Step 2: Build your perfect response from a friendly new page that will open up.​The fields required to be filled are:​Name: Give your response a memorable name that can be instantly recognized.Message – Write the message you want to reuse. Note: Make it warm and complete so customers get exactly what they needHit Create when you are done creating a response. Congratulations, you have just made your customer interactions smoother​​Delete Canned Response Sometimes responses become outdated, or you simply don't need them anymore. To delete that Navigate to Settings > Productivity > Canned response. Click the trash icon next to any response you want to remove..Edit Canned Response Need to update a response? Navigate to canned response and click on whichever response needs a refreshNote: You can tweak the wording, update information or completely rewrite it to keep your responses current and helpful.​What's next? let's keep building your efficiency toolkit:Create campaign template -Design reusable templates for your campaignsCreate email template - Set up professional email templates that save time
Chat surveys automatically appear at the end of your customer support conversations, which gives instant insights into how satisfied customers. It gives a quick check-in that shows you care about their experience and helps your team keep improving. This article will guide you to create a chat survey.To create a chat surveyNavigate to Settings from the dashboard menuUnder customer satisfaction, click on Chat Survey Click on Add Chat Survey.Design Your Chat Survey​Headline – Create a friendly title like "How was your chat experience?" which appears after the session.Select Inbox – Choose which chat conversations you will receive the survey.Rating Type – Set stars, numbers, or emojis for customer satisfaction scores.Additional Comments – Let customers share detailed feedback beyond ratings in text formMultiple Feedback – Ask for different aspects, such as response speed and solution quality in one survey.Emoji Rating -  let customers rate you in terms of emojis to express their satisfactionStar Ratings - Let customers rate you in terms of stars, like 1,3, or 5, to express their satisfaction level​​Once done, click on Create, and the survey appears right at the end of the chat sessionWhat's next? Let's explore other aspects of customer satisfactionGenerate email survey - Follow up on email support conversationsIntegrate chat messenger with your website - Get your chat widget working on your website
Routing rules intelligently connect customers with the perfect agent based on pre-defined criteria. This automated system ensures efficient query handling and faster response times across channels. Let's understand how to create a routing rule.Key Benefits:Instantly direct questions to the most qualified available agent, so customers never have to wait for someone who can actually help themBalances workload distribution among team members to prevent agent burnout and maintain service quality.Enables priority-based routing of urgent issues requiring immediate attentionCreating Your Perfect Routing RuleStep 1: Find Your Routing HubNavigate to Settings from your dashboard menuHead to the Automation sectionUnder Routing, click Add Routing, where you can create a ruleStep 2: Build Your Smart Distribution System ​Under Create Routine, fill in all the details for routing rules to work:Name: A memorable name that helps to be recognized quicklySelect Inbox: Email inbox for which this rule will manage.​​Choose Your Routing Strategy: Pick from this routing method that works best:Round Robin Distribution: Distributes inquiries among available agents, ensuring balanced workload distribution.Active Agent Priority: Automatically sends inquiries to agents who are currently online for real-time chat URL-Based Smart Routing: redirects to agents based on the webpage customers submitted their requests.Relationship Continuity: Route returning customers to the same agent for consistencyOnce done, click on Create to activate the conversation routing rule Note: The routing rule is automatically applied for the specific inbox you have mentioned. You can create multiple routing rules for different inbox channels​
SLA policies help you set clear response time goals and automatically learn how well your team is achieving. It is like your friendly coach tracking and alerting you before deadlines so that customers get faster service and improve their overall experience.Key Benefits:Get automatic alerts that notify your team before deadlines slip by, so you can prevent it from escalating.Real-time performance monitoring helps identify bottlenecks and optimize staffing levels for better customer service.Customizable rules and priorities ensure critical issues receive faster attention while maintaining service standards for all tickets.Creating Your SLA PolicyStep 1: Find the Way ThereNavigate to Settings from your main dashboardScroll down to the Automation section. This is your productivity zoneUnder SLA Management, click Add SLA  to create your first SLAStep 2: Build Your Service CommitmentA Create SLA Policy page will open upNow comes the important part, set up your response time for each priority levelSLA Targets: Choose the priority level for each target based on what your customers need. For example, Critical issues can get a 15-minute response time and a 2-hour resolutionGeneral questions can get responded to within 4 hours and resolved within 24 hoursEscalation EmailsEnable the Escalation Email feature and add an email address to receive updates about your SLA escalation. This way, you'll always be aware of performance and be able to jump in and help when needed.Delete an SLA To delete an SLA, click on Delete SLA. This action will permanently delete and cannot be recoveredWhat's Next? Let's keep building your customer service excellence:Create routing rules - Automatically direct tickets to the right team members so your SLA targets are always achievable
The Contact Form feature lets you create a customizable web form that captures visitor information for your team to respond. Whether someone needs support or has a sales question, with it, you get customer messages. This article will guide you to create a contact or a feedback form.Step 1: Setting Up Your Contact FormNavigate to Settings from the main dashboard menu Click on the Contact form under the Channels section Click on Create contact formStep 2:Set up your contact form​​​Form Heading – Main title displayed at the top of your contact form, "Contact Us" or your company nameForm Subheader – Secondary text beneath the heading, for additional context for visitorsEmail Query Inbox – Choose which inbox will automatically collect all form submissionsConfigure Your Customer Information Fields​These are the fields your customers will fill out:Name: Visitors enter their name so you can respond professionally.Email: Captures their email address for detailed responses or follow-up when needed.Phone Number: Visitors who prefer phone calls.Subject: Help visitors categorize their inquiry briefly.Message: customers can explain their questions in detail.File Attachment Option: Let customers upload files to explain the question.Submit Button Text: Engaging button text. Make it feel action-orientedConfirmation Message: Warm thank-you message that visitors see after submittingOnce done, click on create. Embed Your Contact Form You will get a snippet of code that you can easily embed on any page of your website. ​Copy the provided HTML codePaste it wherever you want the contact form to appearNote: you can paste the code in any page, like a dedicated contact page, your footer, or even in blog posts.Once the code has been added to the body tag of any website or interface, it will appear as something like below. Here, we have used an online compiler but will appear the same for all other interfaces​What's next? Let's keep building your comprehensive customer communication toolCreate a Chat survey - Get feedback after chat conversations
The Email Template feature allows agents to save and reuse pre-written email responses, inserting customizable fields for personalization.  It's like having a library that you can quickly share with customers while maintaining brand consistency. Let's explore how to create an email template.Key Benefits:Reduces response time significantly by eliminating the need to compose frequently used messages from scratch.Minimizes errors and typos through pre-approved, professionally crafted content.Handle more customer inquiries with less effort, leaving your agents feeling accomplishedCreating Your Email TemplateStep 1: Find Your Template HubNavigate to Settings from your main dashboard menuScroll down to the Productivity section Click on Email Template and hit Add to createStep 2: Build Your Perfect TemplateA Create Email Template page will open upEnter a title for the template, Write the template message in the editor section. ​Share this email template to anyone from the dropdown.Once done, click on Create, and you have successfully created a custom email templateHow to add an email template to a conversationReady to put your template to work? Here's how to add it to actual customer conversations:Navigate to the Inbox section, where all your customer conversations liveClick Compose New to start a fresh email​Click on Email Template to see your library of saved responsesChoose a template from your list and add it to the conversation​​Note: Now you can customize it with specific details for that customer while keeping all the structure and messagesWhat's next? Let's keep building your customer communication tool:Know more about inbox: Learn advanced techniques for managing customer conversations Create email survey: Build surveys that get great response rates​
Google Calendar is a time management and scheduling tool that helps organize meetings, set reminders and share availability for efficient support operation. This connection helps to schedule customer meetings and sync appointments to eliminate manual updates and conflicts.Prerequisites for Connection:Active Google Account - You must have an active Google Workspace with Google Calendar enabledAdmin Permissions - You need permissions in your Google account to authorize third-party applications to access your calendarCalendar Visibility Settings - Ensure your Google Calendar sharing settings have integration access for viewing and creating eventsHow does Google Calendar and Omni24 Connection Help?​Schedule meeting from Conversations - Book customer meetings directly from support tickets and create Google Calendar events with customer detailsCheck Availability - display agency availability before customer schedule meetings to prevent double-booking and conflictsSync Meeting Details - Customer meeting notes and context from Omni24 conversations sync for easy referenceSteps to Connect Google Calendar with Omni24Step 1: Navigate to Settings > messenger> meetings in your Omni24 dashboardStep 2: Click "Connect Google Calendar" to initiate the authorization processStep 3: Sign in with your Google account that you want to use for scheduling meetingsStep 4: Review the permissions requested, including calendar access for creating eventsStep 5: Click "Allow" to grant Omni24 access to your Google CalendarStep 6: Confirm the connection and your Google Calendar will now sync with Omni24 for meeting scheduling
Your dedicated chat page is a standalone web page where customers start conversations even without visiting your website. It is the first impression customers get when they want to communicate. So let's make it perfect by going through every customization option so your chat page reflects your brand and engages visitors to connect.Getting Started Ready to dive in? Follow the steps to find everything:Navigate to Settings from your main dashboard menuScroll down to find the Channels section​Click on the Chat Page and here we go with the customization optionsA customization page where you can personalize your chat page to give it a brand look​​Your Customization Toolkit:Share Your Chat Page URL – This is your direct line to customers. Copy and share this link anywhere to easily start a conversation.Background Color – Choose colors that match your brand and create the right vibe.Company URL – Website link for curious customers to explore morePage Header – A friendly headline that welcomes visitors.Welcome Message – Greet customers warmly before conversations begin.Meta Title & Description – Help people discover your chat page through search engines.Click the Preview button to view your page exactly as it will appear before publishing it live.What's Next? Now let's get the chat page working everywhere your customers visit:How to integrate chat messenger in your website – Bring live chat directly to your site visitorsChange the appearance of chat messenger – Make messengers look perfect on all pages