How To Set Up A Live Chat On Your Website?

Neeraj Agarwal

If you are a conversational wizard and highly confident in converting the visitors into customers then you’ve got to add a live chat on your website.

Speaking of which, the first live chat application that comes in mind is Zopim (now known as Zendesk Chat).

Zopim is a live chat application which focuses on converting leads on your website by interacting with them through the live chat with additional features like –

  • Active visitors.
  • Chat history.
  • Analytics.
  • Custom settings.

And a lot more.

Recent studies have proven that websites with real time interaction medium have a higher chance to generate healthy revenue streams and low churn rate.

So get your website integrated with Zopim but first get to know about each and every aspect of its functionality –

Step-By-Step Documentation Of Zopim (Zendesk Chat) –

As soon as you sign up and create your account –

  1. You need to put your website name for chatting widget.
  2. After that you get the chat widget code for your website.

Also, you will notice –

7 Modules At The Left Sidebar:

  1. Home Menu
  2. Visitor Menu
  3. History Menu
  4. Analytics Menu
  5. Monitor Menu
  6. Setting Menu
    • Agents
    • Departments
    • Roles
    • Routing
    • Shortcuts
    • Banned
    • Triggers
    • Goals
    • Widget
    • Personal
    • Account
  1. Team

Home Menu

  1. Here, 4 options will be there in front i.e
  • Widget (will be connected or redirected to Settings→Widget menu)
  • Visitors (will be connected or redirected to Visitors menu)
  • Analytics (will be connected or redirected to Analytics menu)
  • Triggers (will be connected or redirected to Settings→Trigger menu)
  1. Website Analytics – A web analytics section will be there which shows Hourly, Weekly, Daily or Monthly Graph.



Visitor Menu

  1. There are 2 ways we can display the users – List View and Visual View.
  2. Below that, a Group By option is also present, by which the user can view the visitors based on his activity, page title, page URL, etc..
  3. A search bar is present at the top right Whenever we want to start a chat with any user, we can just hit that user and start to chat, every user has a unique id with them and if we store user detail then we see their names while chatting.

List ViewVisitors-list-view1Visual ViewVisitors-visual-view1Visitors-group-by2

When we open any user’s chat, we’ll get a Current Chat User Tab.

The chat window will consist of following elements:-

  1. Name of visitor along with 3 icons which show Country, Operating System & IP address of the visitor. (See the top left section in image)
  2. Current & Past Chat option. (See the top left section image)
  3. When user read the chat double tick will appear.
  4. Sidebar will be there which again consist of 5 sections i.e
    • Visitors Information
    • Tag Section
    • Visitor Path
    • Tracking Path
    • User Location

Chat-window-1st-partSidebar’s bottom section (chat window)


History Menu

  1. All the previous history of the user will be shown here –
  2. When we click on a single user from left, we’ll get 2 options at right i.e Transcript and user info.
  3. A user can search a customer’s chat on top & also apply multiple search filter option in order to find particular chat.
    History → Search Filter

Analytics Menu

Analytics → Chat Reports

analytics-chat-reportsanalytics-chat-reports1A detailed and broken down representation of Chat Reports can be done for past 1 day, 7 days, 14 days, 30 days and custom days too.

Also, you can switch between Chat Served and Chat Missed tabs.

Analytics → Agent Reports

analytics-agent-reportsanalytics-agent-reports1Similarly, a detailed analysis of Agent Reports can be accessed for past 1 day, 7 days, 14 days, 30 days and custom days.

Individual profiles can also be monitored through it.

Monitor Menu

Monitor menu will show you the real time insights on chat and agent activities (available only on Enterprise plan).

Setting Menu

Setting menu will consist of 11 submenus that are:-

  • Agents
  • Departments
  • Roles
  • Routing
  • Shortcuts
  • Banned
  • Triggers
  • Goals
  • Widgets
  • Personal
  • Account

1. Agents

  • Add new agent in the system.
  • Agent’s page will look like this –


  • When we click on any agent’s profile, this window will get opened –


2. Department

Settings-departementOn clicking to the Create Pre-chart option of Department section, user will be redirected to the Settings → Widget Section directly which has been explained below.

3. Roles

  • Add New Role

roles-add-newAfter clicking on the “Add New” button, you will be directed to manual role defining page –

add-new-manual-information-filling1After scrolling a bit –

add-new-past-chat-accessadd-new-create-roleClick on the “Create Role” button to save and create a new role.

  • Predefined Existing role

roles-predefined-existing-roleClick on any of the predefined roles to view their details or to edit the role.

For Owner, you can only view its details –

roles-predefined-existing-role-owner1After scrolling down a bit –

roles-predefined-existing-role-owner2roles-predefined-existing-role-owner3For Administrator too, you can only view its details –

roles-predefined-existing-role-admin1Scroll down a bit,

roles-predefined-existing-role-admin2roles-predefined-existing-role-admin3Finally, for Agent role, you can view and edit the role as well –

roles-predefined-existing-role-agent1Scroll down a bit for other editing options –

roles-predefined-existing-role-agent2roles-predefined-existing-role-agent3After editing all the rights and access, click on “Save Role” button to redefine the existing role.

4. Routing

  • When a customer comes, he has to select the desired help he needs: Sales/Technical.. Accordingly, with the help of routing, correct agent will be assigned to the desired chat automatically.
  • Skills-Based Routing is available on the Chat Enterprise Plan. It aims to connect end-users with the company’s most-skilled agent. A “skill” is one or more characteristic you assign to an agent. This could be a language an agent understands, knowledge areas, product specialization, types of customers they serve, or even the region they are in. By automatically pairing customers with the right agent, you can reduce response time and increase customer satisfaction. Click here for details.

Firstly, in order to route customers according to their help needs, certain skills must be defined which can be done by following the path – Settings → Routing.

routing-homeThis is the home page of Routing. Click on Skills tab for manual skills creation.

routing-skill-homeThis is what Skills home page looks like. It displays all the previously created skills. Click on the “Add Skill” button to manually create a new skill.

routing-skill-add-newClick on “Create Skill” button to save and create a new skill.

To change or customize any skills, later on, click on the respective Skill and you will be redirected to its detail editing page.

Now, to manually configure Routing settings, follow Settings → Routing → Settings tab.

routing-setting-broadcastThis is the page for Routing’s settings. Click on “Broadcast” tab under Chat Routing section and you will be able to set maximum chat limit for a single agent.

After that, click on “Save Changes” button.

To automatically assign chats to online agents click on the Assigned tab in Chat Routing section.

routing-setting-assignedOnce the Assigned tab is selected, you can see all of its setting options. In the Skill Routing tab, you can route chat to agents based on skills they have and add a maximum wait time so that visitor can be routed to the most available agent if an agent is not found based on the required skill.

routing-setting-assigned1The Hybrid Assignment Mode is responsible for allowing agents to serve unattended chats even if they have reached their chat limit. Reassignment can be set to reassign the chat to other agents if the current agent hasn’t responded in the specified time frame. Lastly, if the Agent has a certain number of reassignments to his name, Automatic Idle setting marks him Idle or Away according to your saved setting.

5. Shortcuts

By automatically turning a few characters into a complete sentence, shortcuts saves lot of time.

Firstly, the shortcut page will look like this –

Create-shortcutAfter creating multiple shortcuts, it will look like this –


6. Banned

Ban users based on their IP

Before ban –

Bannedon clicking add visitor button

add-ban-userAfter Ban


7. Triggers

TriggersOn clicking the Add Trigger button, a user will be redirected to this page and he has to fill all the information in order to set triggers.

Before filling the form –

Add-triggerAfter filling the form


8. Goals

If a user completed the destination page.

goals-add-newTo track the page URL conversion, add a new goal by clicking the “Add Goal” button.

goals-add-new-goalAfter clicking the “Add Goal” button, you will be redirected to the page where you can manually create a new goal. Click on “Create Goal” after filling the required details.

9. Widget

Widget section will consist of 5 different segments.

  • Widget → Getting Started

Widgets-getting started

  • Widget → Appearance

Chat Window

Widgets-appearanceChat Badge



  • Widget → Forms


  • Widget → Settings


  • Widget → Security


10. Personal

  • Personal → Profile


  • Personal → Password


  • Personal → Sound Notifications


  • Personal → Idle-timeout

Personal-idle-timout (off mode)Personal-idle-timeout (on mode)

  • Personal → Email Reports

Personal-email-reports(off -mode)Personal-email-reports(on mode)

  • Personal → Labs


Team Menu

The team menu shows the number of agents online and the number of chats they are handling.

team-view_allOnce clicked on “View All” menu, it will show a pop-up with all the online agents and the number of chats they are handling.


team-view_all-clicked1For better convenience, agent’s details can be expanded or collapsed.


Now that you are fully aware of Zopim functionality, you are all set to implement it in your website.

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