Skip to main content
Skip table of contents

CX Customer Widget

Is developed by Expertflow as a sample implementation of the web channel. For deployment/hosting of the customer widget, follow this Deployment Guide. For access to the agent panel please refer to the Agent Capabilities.

Features

Visuals

Welcome Form

As a user, one can see an option to start a chat by clicking “Connect with us”. This redirects the user to the Pre-chat form to start a chat.

Pre-Conversation Form from Unified Admin (Optional)

As an Administrator, one can create a dynamic pre-chat form in Unified Admin's Form Component to be used in the customer widget.

Make sure the pre-chat form must contain a compulsory 'Phone' field.

  • Phone → phone

    • For Customer identification in Expertflow CX Customers. this field is compulsory and in case of this missing field, the customer can’t initiate a chat. One can customize it as per requirement by following the steps mentioned in the Customer Widget Admin Guide.

image-20250106-121238.png

Plain Text Message

The customer can send/receive plain text messages. The maximum character limit is 4096 characters.

image-20240215-044957.png

Adaptive Message Composer Bar

  • The default height of the message composer bar in the customer gadget is decreased to one-line text.

  • The height of the message composer bar will increase automatically with multi-line text.

  • The maximum character limit is 4096 characters. composer border turns red if the max limit is reached.

image-20240308-071406.png

Button Messages

This is an array of text buttons passed from the Conversation Controller (BOT) to Web-chat. The business can customize the text of the Button Message as per their own choice.

image-20240220-042203.png

Multi-Media Type Messages

The customer can send/receive files by clicking on the file upload icon in the message composer box.

  • Image

    • The customer can send/receive images of the following types:

      • png

      • jpg

      • jpeg

      • peg

  • Document

    • Enables the customer to send/receive documents of the following types:

      • txt

      • pdf

      • ppt

      • ppt

      • pptx

      • doc

      • docx

      • rtf

      • xls

      • xlsx

  • Audio 

    • Enables the customer to upload and send audio messages of Audio (mp3) file type.

  • Video 

    • Enables the customer to upload and send video files. The video file type (mp4) is supported as of now.

To send/receive files, enable file transfer from the unified admin.

image-20240308-070438.png

File Size Limit

Supporting the file types with a maximum file size of 5 MB.

image-20240220-042612.png

The Web Widget supports dynamic links which can be enabled from unified-admin → web widget settings.

Businesses can use this feature to send and receive links between customers and agents. 

image-20240308-090713.png

View Delivery Notification

A delivery notification lets the customers know that their messages have been sent and read by the agent. The customers can see the double ticks as Delivery Notification as soon as the message is delivered and read. The ticks let the customer understand the following:

  • image-20250123-185034.png → Message delivered.

  • image-20250123-184800.png → Message seen/read.

In case the customer sends a message but it is not delivered due to any reason such as instability of the internet, the message will be shown as blurred.

image-20240220-042932.png

Session Timer

A timer of 120 seconds starts when the customer requests for agent’s assistance.

The chat session automatically ends if no response from the agent is received.

image-20240228-091650.png

View System Notifications

The prompt notifications during the conversation such as

  • Agent 1 has joined the conversation.

  • No agents are available at the moment.

image-20240228-042943.png

Webhook Notification on Google Workspace

A Webhook notification on Google Workspace provides agents the flexibility to get notified in their Google spaces/groups of recently initiated web chat sessions.

Browser and Sound Notifications

This feature enables the customer to receive browser and sound notifications along with a beep for each incoming chat message. The customer will receive notifications if:

  • Inactive browser tab of the web widget.

  • Inactive in the window of the web widget.

  • The browser window is minimized.

The customer will not receive notifications when

  • Blocked/Declined notifications from the website where the web widget is deployed.

  • Active in the browser tab where the web widget is running.

Typing Indicator

A typing indicator lets the customer know that someone is typing on the agent’s side during the active conversation. The Web chat supports a typing indicator in grey color when someone is typing the message.          

Font Resize

The Web Widget supports three font size options large, medium, and small. Businesses can use any one of their choice by clicking on the drop-down box at the top of the Web Widget as shown. This feature is enabled by default. The font sizes are 16px, 14px, and 12px respectively.

To fix the font size, De-activate Font Resize from the unified admin.

image-20240308-090049.png

Send Message Right-to-Left & Left-to-Right

Based on the browser language settings, of the customer widget. the direction of the message composer bar will be converted into RTL and the customer can send/receive the messages starting from the right and proceed to the left and started from the left and proceed to the right. If it is an RTL (Right-to-left language) such as Arabic, Hebrew, Sorani, Azeri, Aramaic, Persian, Urdu, Kashmiri, Pashto, Sindhi, or Punjabi the message composer and alignment will be Right-to-Left as shown. In the case of Right to Left language, the conversation transcript will also be Right to Left.

In the case of LTR (Left to right) language English for example, the message composer and alignment will be Left-to-Right.

Note: Only Arabic is the supported RTL language for now. To send the message from Right to Left, choose the language from Default Language

image-20240308-093210.png

End Screen

When the customer finishes the chat and the session times out, a Thank You message is displayed with a link to download the transcript.

image-20240308-090424.png

Download Chat Transcript

This feature enables the business to download the full chat transcript at the end of the web chat.  Clicking on the Download Transcript button at the bottom of the widget before Dismiss allows you to view a printable HTML page containing the complete chat record. If the business wants\ to get print of this, click Print or Cancel otherwise.

image-20240308-094117.png

Audio Call 

A customer can initiate an audio call at any time during an active conversation by clicking on the phone icon visible on the menu bar.

Call Operational Actions

During an active call, the customer can perform additional actions from the toolbar:

  • Mute/Unmute

  • End Call

  • Switch between chat and call.

Note: As an administrator, the administrator can enable/disable this feature from unified admin → web widget settings.

Video Call

A customer can initiate a video call at any time during an active conversation by clicking on the video icon visible on the menu bar. During an active video call the following actions can be performed,

  • Turn the camera on/off

  • Mute/ Unmute

  • Hold

  • End Call

Screen-Sharing Call

A customer can initiate a screen-sharing call at any time during an active conversation by clicking on the screen-sharing icon visible on the menu bar. During an active screen-sharing call the following actions can be performed,

  • Share complete or specific screen

  • Turn the camera on/off

  • Mute/ Unmute

  • Hold

  • End Call

WebConnect Video Call via Secure Link (Initiated from Agent Desk)

During an active conversation, the agent can generate a secure video link to be shared with the customer to initiate a video call.

The customer is asked to provide a unique authentication code shared with the link, ensuring privacy and security.

WebRTC Token Validations

Video calls are only initiated when the WebRTC token is validated.

  • Expiry: The token generated with the secure link is valid only for 30 seconds. The customer cannot connect to the call using the previously generated session code

  • Incorrect: The code consists of six digits and no special character is facilitated. All the sessions are generated based on One-Time-Passcode.

image-20240530-103333.png

chat-20240523-135905.png

chat call-20240523-140123.png

Browser Compatibility

The browser is now compatible with Chrome, Edge, Firefox, and Safari. 

image-20240228-094725.png

Google Chrome
V 111.0.5563.14 

image-20240228-095005.png

Mozilla Firefox
V 120.0.1

image-20240228-095148.png

Microsoft Edge
V 119.0.2151.97

image-20240228-095334.png

Safari
V 17.1

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.