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This guide will help you get started with Skara Chats, There are basically 5 easy steps to activate the chats in your account and install its widget on your website but you need to have an admin account first.

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Topics covered:

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Install Chats

Install Salesmate Chats
Note: Make sure to check the expiry date mentioned just above the activate button for your trial account of the Chats.

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Creating your workspace

Here you need to fill in the following information:
  • Workspace name: It will be visible to your website visitors when they’ll start a conversation.
  • Team Intro: Write your welcome message
  • To adhere to the compliances you would need to accept the “Terms & Conditions” and “Privacy Policy”
Create your workspace
  • Select I agree to the “Terms & Conditions” and “Privacy Policy” option once you have read it.
  • Click on the Create New Workspace button.

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Inviting users to the workspace

Now you can invite some users to your workspace who will be communicating with your website visitors. It can be done in two ways:
  • Invite Everyone to Chat: This will allow everyone with a chat license to respond to the channel’s conversations
Invite users to workspace
  • Invite selected Users: This will allow only the selected Users with a chat license to respond to the channel’s conversations
Invite selected users to workspace
  • Once you have selected the users for your Chats, you can click on the Next button to Setup Appearance.

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Customizing and Personalizing your Chat

  • Here you can customize the appearance of the Chats widget which will appear on your website to the visitors, either you can go with the default settings or Learn to customize your Chat later
Customize your Chat
  • Click on the Finish button to save your changes.

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Installing the Skara Chats on your website

  • Here you’ll see some code, which you need to copy and paste before the </body> tag of every HTML page of your website where you want the chats widget to appear.
Install Chats code
  • Click on the Done button, and Voila! It’s all done. 😃
You are ready to chat with your customers.

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FAQ’s

How can I install the messenger code on the WordPress site?
  • SM: Please follow the below steps to paste the messenger code into your WordPress site.
  • Login to your WordPress Store
  • Navigate to the Plugins section
  • Click on Add New and Search for Skara Messenger from the search bar.
  • Click on Install Now on the Skara Messenger’s Plugin.
  • Once it is installed, click on Activate.
  • Now go to the Salesmate Messenger and enter the Workspace ID, AppKey, and Tenant ID from the Messenger code.
You can refer to the detailed guide video below:
How can I install the messenger code on the BigCommerce store?
  • SM: Please follow the below steps to paste the messenger code into your BigCommerce Store.
  • Log in to your BigCommerce Store.
  • From the left panel, Go to the Channel Manager section
  • Under Storefront, navigate to Scripts.
  • Click on Create a Script
  • Now add the Name and Description of the script
  • Keep the location of the page as Footer
  • Now select “All Pages,” where the script will be added
  • Move ahead by keeping the Script Category as “Essential”
  • Select Script Type as “Script”
  • Under the Script Content, place the messenger code.
  • Paste this code in the script content section.
  • Now update one line of the script below the tenant_id that is “hide_default_launcher: true”. This code hides the launcher icon yet keeps the tracking on.
You can also refer to the detailed guide video below: