Choosing Your Path
You don’t need to configure everything from day one. Start with the most important result for your role.
You administer ELChat
Section titled “You administer ELChat”Objective: To create a reliable and governed base.
- Create the site.
- Add and check the knowledge.
- Install the widget.
- Connect the necessary tools.
- Set permissions before automation.
You run the company
Section titled “You run the company”Objective: To understand the value created and possible decisions.
Focus on:
- business value;
- funnel;
- allocation;
- trends and anomalies;
- recommendations;
- the quality of knowledge.
Start with From interaction to result.
You work in sales
Section titled “You work in sales”Objective: To qualify applications and advance prospects.
Your journey will generally include:
- knowledge of the offer;
- CRM and connected calendar;
- qualification skills and appointments;
- commercial workflows;
- commercial agent or AI Sales Hunter;
- measuring leads, opportunities and appointments.
You manage support or Customer Success
Section titled “You manage support or Customer Success”Objective: Provide reliable responses and identify gaps.
Start with:
- clean up knowledge;
- test frequently asked questions;
- examine conversations and forms;
- connecting the necessary channels;
- follow the gaps and recommendations.
You manage marketing or SEO
Section titled “You manage marketing or SEO”Objective: to link data to useful analyses and actions.
Prepare:
- analytical, search or campaign connectors;
- permissions for reading and writing;
- performance-oriented capabilities;
- short workflows;
- indicators to follow.
You manage an e-commerce catalogue
Section titled “You manage an e-commerce catalogue”Objective: to make products searchable and to act in the shop when the connector allows.
Start by importing a clean catalog, test the product answers, then connect WooCommerce or Shopify according to your platform and its compatibility.