SmartOperator documentation
Step-by-step descriptions of every task in SmartOperator, from adding your site to taking over live conversations. You can search for what you need in the left box or browse sections.
Getting started
Panel login, adding your site, and placing the tag on your site.
Administrator
Knowledge base, catalog, settings, limits, and reports.
- Add an item to the knowledge base
- File repository
- Import catalogue via CSV or XML
- Welcome message and quick options
- Identity, style, and default appearance
- Working hours and notification email
- Retention period and payment page patterns
- Token limits
- Assign representatives to the site
- Add a canned response
- Apply industry template
- Read the report
- Export conversations
- Unanswerable questions
- Invitation bubble and dual welcome (A/B)
- Work with SmartSales store
Representative
Monitoring live conversations, taking them over, and assisting visitors.
- Use the conversation list
- Take over and return to assistant
- Reassign chat to another representative
- Use answer draft
- Use canned response
- Leave internal note
- Add tags to chat
- Process callback requests
- Available and busy status
- Switch between organisations
- Block visitor
- Read AI trace
- Trigger action on visitor's page
- Communicate in visitor's language
- Handover summary and tool badge
Developer
Site actions, payment page, and hidden fields.