There are different ways to join a website visitor's session. Depending on your optin requirement configuration, the following ways are possible (there are either optin methods and non-optin methods):
- manually (non-optin)
- from LiveChat
- through User Details (non-optin)
- after "Ask to Screenshare" (optin)
- by entering ID (optin)
- due to a notification (optin) (coming soon)
You can pick and click single sessions that are currently active on your website in the LiveView menu.
There are two ways to join a visitor in the LiveChat:
When a user sent you a message, he is visible in LiveChat. Further you can always see if he's currently active on your website. When so, you can also see the red
LIVE button. Clicking the
LIVE button makes you join the visitor's session.
Ask to Screenshare
When an optin should be required, the before mentioned
LIVE button won't be available. To gather the optin you can ask the visitor during chat, if he wants to share his screen with you using the "Ask for Screenshare" feature. If he accepts your request, the
LIVE button will be available.