Channel hubs allow you to create groups of webchat channels which can be presented to a customer for selection via the web chat application. This ensures customers can be directed to the relevant team/department etc. similar to inbound call routes.


Channel hubs use case examples

Customers offering different products or services from their website, may wish to have a chat channel for each. When a customer firsts selects the web chat widget, they would then be able to select a product/service they wish to talk about.


A business may have multiple web chat channels relating to different departments. To connect the customer to the correct department, the web chat widget will offer them a choice of which department to chat with.


Fig 1. How to access the page.


Fig 2. The Channel hubs page.


Page options

Across the top of the page you can access options to view, create and configure channel hubs.

Fig 3. Page level options.


Allows you to switch views of the page to all active, inactive or all channel hubs created.
The undo button will allow you to undo any changes made. If you have pressed save, this will have no effect on changes before the save.
This option will refresh the page for any changes made from another user and will also refresh the channels if some are made active/inactive.
The clone function allows you to clone an existing channel hub with all the same setup, allowing you to make minimal changes where required.
Allows you to create a new channel hub. Once created, you must save before navigating away from the page.
Saves any changes to existing channel hubs and saves new channel hubs to the page.

Channel hubs

All channel hubs are listed in the left hand pane of the page. Selecting a hub will display its settings in the right hand pane of the page.


Fig 4. List of channel hubs (Can be filtered by state).


Fig 5. Hub configuration options. The hub card at the top, tagging in the middle and channel selection at the bottom.


Hub card

Details

ActiveToggle between the active and inactive state.
Name*We recommend using a specific name here so its purpose is clear for all your users and in reports. Min 4 and max 100 characters.
DescriptionDescribe what the hub is intended for in more depth, so as the number of hubs you have grows, you'll know exactly which is which. 100 character limit.
Hub greeting message*The greeting is displayed to customers once they open webchat and is simply a short sentence of introduction. It appears just above your hub message. Max of 24 characters.
Hub headline message*The hub headline message is displayed to customers once they open webchat and is used to ask them why they are getting in contact. Max 55 characters.
Hub keyThe hub key is unique to this channel hub and is used to embed the channel hub, and webchat channels contained, into your website.


The hub key for the channel hub replaces the channel key on your website. You do not need to use the individual channel keys for each channel as they are superseded by the channel hub key.


This enables you to place any combination of channel hubs and channels within different areas of your website(s) should you choose to.


TagsHere, you can add/remove tags to channel hubs. For more information on tagging, see this guide.

Channels card

Select which of your channels you would like to add to this hub. You need to add at least 1 channel to a hub and can add a maximum of 25. 


You can add more channels by selecting the add button at the bottom of the page.


Because your channel names are usually more 'internal use friendly', we have added 'friendly' names so you can present these differently to your customers. Make sure you give each channel a 'friendly name'. This name is how the channel will be shown to your customers when opening webchat. Min 4 and max 100 characters.



ChannelHere you can select a channel to add to the hub via the dropdown. The dropdown will show all active channels including those already assigned to other hubs (as there's no limit to the number of hubs a channel can be in).
Friendly nameHere you can set the name for the channel as presented to customers on the webchat widget.
The go-to button will launch the channels page in a new tab, allowing you to check/configure the channel before adding it to the hub.
StatusThe icons that appear here indicate the current status of the channels selected, active, inactive or suspended. Use the go-to button to modify their status via the channels page.
RemoveClicking the bin icon will remove the channel from the hub.


You can reorder the channels by dragging the 3 dots at the start of each row.


Customer view

When the customer navigates to the relevant page of your website, they can select the chat option from the bottom of the screen. Upon selecting this, they will see your channel hub options listed.



Note the information on the chat application is the same as the hub setups 'friendly name'.