Virtual Shopping Dashboard self-service configs
Quickly find the right place for a range of tasks.
Last updated
Quickly find the right place for a range of tasks.
Last updated
Not sure where to find where to do something in Virtual Shopping such as deactivating a team member's Store App account, changing your Privacy Policy URL, or customizing On-site Chat plugin text?
We’ve put together a list of common tasks you may wish to do and exactly where you’ll be able to do these. If you can’t find what you’re looking for, write to us at the email address above to let us know.
Here's what you'll be able to do within each section…
Export all data regarding sales, active days, contacts, etc., from a selected period
1️⃣ Scroll to the bottom of the Analytics page.
2️⃣ Select Export Data.
Export all the chats from a selected period
1️⃣ Scroll to the bottom of the Analytics page.
2️⃣ Select Export Chats.
Assign product experts to a store
1️⃣ Go to the Pending tab under Manage Team.
2️⃣ Select Add Store.
Assign product experts to a team.
1️⃣ Go to the Pending tab under Manage Team.
2️⃣ Select Add Team.
Approve an associate to join the Store App.
1️⃣ Go to the Pending tab under Manage Team.
2️⃣ Change state from Pending to Approved.
Deactivate an associate and remove Store App access.
1️⃣ Go to the Approved tab under Manage Team.
2️⃣ Change state from Approved to Deactivated.
Activate an associate
1️⃣ Go to the Deactivated tab under Manage Team.
2️⃣ Change state from Deactivated to Approved.
Create a new store.
1️⃣ Select Create Stores button.
Edit a store’s details, e.g. name, address, timezone, opening hours.
1️⃣ Select Edit next to the relevant store.
See an overview of all accounts, including your invite code and appID.
1️⃣ Go to Accounts Overview
Manage expert accounts for the Store App, including:
Account name.
Allowing new experts to add their internal employee IDs when signing up.
Setting the max. Number of active chats at any one time.
Editing, adding and removing saved replies for frequently asked questions.
1️⃣ Go to Store App.
Customize the appearance of Virtual Shopping On-site Chat on your website, including:
Setting supported languages.
Customizing with your brand colors.
Allowing shoppers to send photos and videos.
Updating your privacy policy URL.
Updating your terms and conditions URL.
1️⃣ Go to On-site Chat.
2️⃣ Select the Appearance tab.
Customize text for Virtual Shopping On-site Chat on your website, including:
Terms and message preferences.
Customizing the On-site Chat header.
Customizing the welcome message.
Providing a link and button to connect with Customer Service instead.
1️⃣ Go to On-site Chat.
2️⃣ Select the Text tab.
Manage on which pages On-site Chat is displayed on your website.
1️⃣ Go to Manage Display.
Manage your account settings, including:
Setting the timezone for reporting.
Customizing whether On-site Chat displays when teams are busy.
Customizing whether On-site Chat displays outside of opening hours.
Setting your Left Message SMS Sender ID (UK only).
Setting your Left Message Expired URL.
1️⃣ Go to Accounts Settings.
Create and edit departments.
1️⃣ Go to Account Settings.
2️⃣ Select the Department tab.
Manage your Product Feed.
1️⃣ Go to Product Feed
Still can't find what you're looking for?
