Audience - IT Administrator
Steps to Install/Setup
1. Login to AISM UI using provided credentials, e.g. login.CompanyName.aisera.com
2. Select "Channels" from drop down
3. Click on "+ Add New Channel" and select "Webchat"
4. Click "Next" to set up general parameters
|
Name |
Description |
|
Channel Name |
Name of the Channel as it appears in Admin UI. |
|
Chatbot Name |
This is displayed in the header along with the logo. |
|
Logo |
Logo is positioned in the middle of the web chat upper tab. |
|
Header Background Color |
The chat window's header background color. |
|
Header Text Color |
The chat window's header text color. |
|
Border Color |
The border color used in the header, input field etc. |
|
Show Aisera Logo |
Whether to show the Aisera logo in the chat window footer. |
|
Footer Message |
A message displayed in the web chat footer. |
5. Click "Next" to define authentication method
|
Name |
Description |
|
|
Users are prompted to enter an email. |
|
Auto |
An auto-generated email is used instead of prompting users to enter an email. |
|
SSO |
Sing sign on. Aisera generates a email for end users so that end users don't need to enter their email to interact with the chat. |
|
Login Fields |
The fields you add here are displayed in the login page in addition to the user email, and they are accessible in the flows using the sessionVars variable. |
|
Login Instructions |
Optional instructions to be displayed in the login page. |
If you choose SSO as the authentication method, you will need to provide the following info:
|
Name |
Description |
|
Login URL |
The SSO provider's url that Aisera uses to login.
|
|
Issuer |
If none specified, the issuer will be automatically generated based on the cluster environment as 'aisera-saml-{clusterType}'. (e.g. aisera-saml-staging) |
|
x509 Certificate |
|
6. Click "Next" to define Conversation Styling
|
Name |
Description |
|
User Background Color |
The background color of the user input box. |
|
User Text Color |
The text color in the user input box. |
|
Agent Icon |
The icon of the Virtual Assistant |
|
Live Agent Icon |
The default icon for a Live Agent |
|
Link Color |
The hyperlinks text color. |
7. Click "Next" to define Opener options
|
Name |
Description |
|
Opener Icon |
Opener is the round button hovering in the bottom right/left corner |
|
Opener Background Color |
The color of the Opener. A container for the opener is bigger that the container for the image of the opener, which creates a 10px border. |
|
Opener Size |
The size of the chat window opener. |
|
Opener Right |
The offset of the chat window opener from the container window right edge. |
|
Opener Button |
The offset of the chat window opener from the container window bottom edge. |
|
Opener Message Time |
The Opener Message specified below is displayed if web chat is not opened during this time. |
|
Opener Message |
This message is displayed if web chat is not opened during the Opener Message Time specified above. Leave empty to use the greeting and recommendation from the conversation messages. |
8. Click "OK" to complete the process. You will be redirected back to Aisera's admin dashboard where you should see a success message.
9. Navigate to "Aisera Apps"and click on the app you want to attach to the channel
10. Click "Add Channel" and select the preferred channel
11. Click "OK" to confirm your selection.
11. Navigate back to the channels, click on the newly created web chat channel and now you will see the Javascript snippet you can you to invoke the web chat from your portal/website.
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