Follow this guide to quickly set up your account for vhelpme and be ready to engage your customers.

1. 5 minutes to setup and go

2. What we will help you do ?

3. So let's get started

4. Login -> Dashboard.vhelp.me

5. Paste the integration code
in your website code
Code integration is just
like google analytics.
Follow similar steps to get
up and running.

6. Now it's live on your site
It will appear on the bottom right part
of your website, which can pop open
on click. It will follow your visitor
around their visit on your website.

7. Ready to help your visitors

8. Open your salesportal
Login to Portal.vhelp.me

9. Live sales portal
Visitor pane Interaction pane Resources pane
1 2 3

10. 1 Visitor pane
Normal visitor appear
without any additions
Visitor coming from ad
campaigns get tagged with the
campaign descriptions.
1a
On clicking the visitor name the
details of them become visible in
interaction pane and resource pane.

11. 2 Interaction pane
Visitor coming from ad
Clicking the cross mark campaigns get tagged with the
closes the interaction campaign descriptions.
pane
On clicking the visitor name the
details of them become visible
in interaction pane and resource
pane.
You can chat upto 5 Visitor then can get acquired to
customers in one go. All Clicking the bulb allowshelp, with
override the auto
the visitors appear as you tohuman help.
add repeating
tabs and interaction with questions to be added
them follow in those tabs
to Answerbay

12. 2 Interaction pane -
control panel
2c
2b
On click, it allows to With redirect you can
release the visitor from cobrowse with the
the pane.
customer.
2a 2d
On click you can Tag lead allows you to post the
acquire the customers visitor info to the lead table,
you want to interact
which can be pushed to CRM

13. 2a,b
Acquire and release
2a
On click you can
acquire the customers
you want to interact
2b
Release tab allows you to
release visitor from chat

14. 2c
Redirect
Paste the URL where
you want to route your
visitor to..
Paste the message for your
visitors like"I am taking you
to the payment page"

15. 3 Resource pane
Logout of the session.
Previous 3b Change the chat name
interaction for the sales agent.
history of visitor
3a Create quick short cuts
Click on search to
quickly search through to power your
the knowledge base
interactions.
3c
Click on edit option to modify
lead information of the visitor

16. 3a
Semantic search
Click on search to quickly search through
the knowledge base. You can search an
entire question to get the answer.

17. 3c
Create quick short cuts
You can create shortcuts for common
phrases or greeting through short cut tab.
You can access it by typing "/shortcut" I
response

18. Now fine tune the settings

19. Settings for chat widget
Enter your company
details, which will appear
on chat bar and contact
email to which messages
will be sent

20. Settings for chat widget
You can select manual
agent or auto agent. We
suggest that you start
with manual agent and
slowly add to your
knowledge base, after
that auto agent becomes
more smarter and can
truly help your visitors
when you are not around.

21. Settings for chat widget
Do you want to ask visitor
to enter their names ? If
yes, then toggle to true. If
you see too many visitors
put off by you asking
them to fill up too much
information, you might
have to revise it.

22. Settings for chat widget
This allows you to
engage proactively with
your customers. So
visitors will get an
welcome message when
they land up on your
website.

23. Settings for chat widget
This allows customers to
leave messages behind,
when there is no one
logged into chatportal
and there is auto agent
enabled.

24. Settings for chat widget
You can rename the auto
agent.
The default is Maya,
meaning the mystical
one, that's all pervasive,
in Indian philosophy.

25. Settings for chat widget
You can selectively show
the chat bar to a
percentage of visitors,
allows you to do a simple
A/B testing of how
effectively vhelp is
working.

26. Settings for chat widget
If you are trying to test
how good is your lead
into sales conversion is ,
just put in the payment /
thank you page URL and
you can easily tracks
visitors that are getting
converted.

27. Settings for chat widget
You can selectively show
it to visitors which on
certain page by entering
the URL here, like you
only want to help on
payment page , so you
can paste our payment
URL here.

28. Settings for chat widget
You can selectively
target to only customers
in certain geos. Like if
you ship only in us, then
you want to focus on
visitors which are coming
from there.

29. Manage by dashboard

30. Type in...
Dashboard.vhelp.me
& login...

31. Get highlights quickly

32. Populate your Answerbay
You can start by putting
your FAQs into answer
bay through the add
button . You can edit and
remove answers by
selecting them and then
choosing edit or remove.

33. See detailed reports
You can slice and dice
into reports by choosing
multiple tabs.
If you don't get see any
data into reports don't
worry. It takes 24 hours
to get initial data points
to generate.

34. See visitor transcripts
Filters allow you select
transcripts by date ,
agents, or length or even
by sentiments.

35. Manage your account
Onboard or retire your
Manage your billings
agents by simple actions

36. You are ready to delight
your visitors