Administrator's view

This is an example of the administrator's view in CallGuide Answer.

To add anything, such as a guide, a bot or a user account use the contextual menu at the top right

Knowledge base

Knowledge base is where questions and answers, i.e. guides, are managed. At this level you can set up the following functions:

Guides are questions with answers, and optional counter questions. See Create a guide.

Category, to group guides in topic areas. Optionally use a unique icon per category.

Links are your collection of reusable links, leading to another web site or, together with an anchor, to a position in a guide. Also see Format and edit a guide.

Templates can e.g. be used to make all editors set up answers in a corporate standardised way.

Contact methods determines which contact channels are to be displayed, and when.

Notification is e.g. your emergency message displayed at the top of the The agent's view.

Interfaces

Interfaces is where portals and other components are created and tailored. This is where you change styling and button texts, whether your portal should be publicly available, which contact details are to be seen, installation instructions for embedding code etc.

Portal is the knowledge base used by customers, agents and chat bots. See The agent's view

Lightbox-widget presenting your information in front of a web page. Closing the light-box the user ends up at the originating web page again. See The web visitor's view

Inline-widget seen as a web site integrated landing page with information.

List-widget displaying answers on various web pages, preventing unnecessary contact centre traffic.

Floating-widget follows the user as it navigates the page. Helpful for the customer in a purchase flow.

Bot meeting the chatting customer with the greeting phrase and guides you have selected. See Online tools and The web visitor's view

API is the interface where you e.g. select navigational paths of a dialogue, set parameters controlling when contact channels are to be displayed or where to automatically fill a form.

Implementation where you store your CSS and installation script used to style your interfaces.

If you don't find a guide, bot or other created entity it might be because of your choice of language, on the top right. You create the language versions yourself...

Statistics

Statistics shows how CallGuide Answer has been used and the results of searches. There are several filtering options and overviews choices. Some examples:

Settings

Help

All features above are described in detail, in the built in knowledge base.