Nextiva CX - Live Chat Advanced Settings Menu

Article 000003454 · Updated May 27, 2025 · 1,763 views

There are many different Live Chat Advanced Settings that can be configured.

 

General: The general tab of Live Chat allows you to name how your chat is displayed in the Unibox and also edit your brand name and logo.

 

Appearance: Change the look and feel of your Live Chat with customization tools.  Choose left or right hanging placements, theme colors, button sizes, and fonts.

 

Getting Started: Allows you to provide a label message over the Live Chat widget.  Example: “Hello, how can we help you today?”

 

Pre-Chat Questionnaire: This can be used to collect information before Live Chat begins.  You can set up questions to capture lead contact info or to identify the customer in advance of the conversation.

 

Post Chat Survey: With this feature, you can embed the CSAT or NPS survey to populate once the chat has been completed.


Offline: Live Chat is available 24/7 unless business hours are enabled.  You can set business hours letting their customers know that they won’t be able to respond right away.  Customers can still submit cases during off hours.

 

Preferred Channels: Enables you to choose their preferred conversation channel beyond just the website chat.  This could include messaging apps, sms and more.
Installation: Provides youwith instructions on how to add live chat to their website.

 

Settings: Provides you with more customization, including enabling user session history, notifications, chat transcripts, attachment options and more.

 

ChatBot: Provides the ability to enable the Chatbot into Live Chat.

 

 

 


 


 

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