Instant Chatting for Website Visitors

With the instant chat feature, website visitors can communicate directly with Dynamics 365 users, providing seamless and efficient interaction. To activate this feature, the website owner needs to embed a small code snippet into their website. This code will create a chat widget, allowing visitors to initiate conversations easily.

Let’s say, Sam Spector, a website visitor, is interested in purchasing LiveChat4Dynamics products.

Sam will enter his contact details and type his query, such as "Purchase LiveChat4Dynamics", into the chat form.

After filling in the required information, Sam will click the "Join Now" button to start the chat session. This simple process ensures that Sam can connect with a Dynamics 365 user to get the assistance he needs.

Once Sam joins the chat, the chat window is notified accordingly.

At the same time, the Dynamic 365 user will get the notification in CRM itself. Upon receiving the notification, the Dynamics 365 CRM user, Mark, will accept it to continue the chat with the website visitor.

Upon accepting the request, the notification will appear on the visitor's, Sam’s chat window as well.

Also, the status in CRM for the respective chat will be changed to “Accepted”.

Now, the CRM user, Marc, and the website visitor, Sam can continue communication.

The Mark can conclude the chat after the conversation is complete by clicking the "End Chat" button.

This notification will get reflected in Sam’s chat window.

If Sam, the website visitor, wants to end the chat, he can click the "Leave" button.

A dialog box will then appear to confirm his decision. By clicking the "Ok" button, Sam will successfully exit the chat.

Once the Visitor, Sam, leaves the chat session, it will reflect in CRM as well.

Consider, that if Sam wants to rejoin the same chat session, he can simply click on the “Rejoin Chat” button.

After rejoining, the notification will get reflected in Sam’s chat window.

Also, the notification will get reflected in CRM for Marc, the CRM user along with the last message sent by the website visitor, Sam.

Marc, the CRM user can accept the chat from the notification panel or can accept it from the chat window as well, as shown below.

Upon accepting the chat, Sam will get notified in the chat window. Now, Sam and Marc can begin with the conversation.

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