BoldChat FAQ

Answers to your most common questions about Boldchat.

Quick, simple, and helpful information at a glance.

What is BoldChat?
BoldChat is a live chat software designed to help businesses communicate with their customers in real-time.
How do I access BoldChat?
You can access BoldChat through your internet browser or by downloading the mobile app on your phone.
I am receiving an error message when trying to log into BoldChat. What should I do?
First, check your internet connection and make sure it is stable. If the issue persists, try clearing your browser's cache and cookies or try logging in from a different browser.
Why is BoldChat not working on my mobile device?
Make sure you have downloaded the correct app for your device and that you have a stable internet connection. If the issue persists, try updating the app or contacting BoldChat's customer support for further assistance.
Can I customize the appearance of BoldChat on my website?
Yes, you can customize the theme, colors, and layout of your BoldChat widget to match your brand's aesthetics.
How do I add multiple agents or users to BoldChat?
You can add users by going to the admin panel and selecting "Users" from the menu. From there, you can add, edit, or delete users as needed.
Does BoldChat offer translation services for international customers?
Yes, BoldChat has a built-in translation feature that can automatically translate conversations between agents and customers in different languages.
Why am I not receiving any chat notifications?
Make sure your notification settings are enabled in the admin panel. If they are, check your computer or device's sound settings to make sure your notifications are not muted.
Can I transfer a chat to another agent?
Yes, you can transfer a chat to another agent by clicking on the "Agent Transfer" button in the chat window and selecting the desired agent's name.
How do I set up a pre-chat form for customers to fill out before starting a chat?
You can create a pre-chat form in the admin panel by going to the "Customization" tab and selecting "Pre-Chat Forms" from the menu.
Can I save chat transcripts for future reference?
Yes, BoldChat automatically saves chat transcripts, which can be accessed through the admin panel.
Why is my BoldChat widget not displaying on my website?
Make sure you have installed the widget code correctly on your website and that you have not accidentally deleted it. If the issue persists, try clearing your browser's cache and cookies.
Can I set up auto-responses in BoldChat?
Yes, you can create pre-written responses in the admin panel, which can be used to save time in answering common questions from customers.
How do I add chat buttons to other pages on my website?
You can add chat buttons to other pages by copying and pasting the widget code to those pages. Alternatively, you can use BoldChat's custom API to add buttons to specific pages.
Can I use BoldChat on multiple websites?
Yes, you can use BoldChat on multiple websites by creating a separate widget code for each website and adding it to the respective pages.
Why am I not receiving email notifications for chat transcripts?
Check your email notification settings in the admin panel and make sure they are enabled. Also, check your inbox and junk mail folders for the transcripts.
How do I set up a proactive chat invitation?
You can set up proactive chat invitations in the admin panel by going to the "Proactive" tab and customizing the rules and messages.
Is BoldChat compatible with all browsers?
BoldChat is compatible with most modern browsers, including Google Chrome, Mozilla Firefox, Safari, and Microsoft Edge.
How do I import a list of pre-written responses into BoldChat?
You can import pre-written responses by going to the "Customization" tab in the admin panel and selecting "Pre-Written Responses" from the menu. From there, you can import a CSV file containing your responses.
Can I remove BoldChat branding from my chat widget?
Yes, you can remove BoldChat branding by upgrading to a premium subscription plan.
How do I cancel my subscription to BoldChat?
You can cancel your subscription by contacting BoldChat's customer support or by going to the "Billing" tab in the admin panel and selecting "Cancel Subscription."
Why is my chat widget offline?
If you are logged into BoldChat and your widget is showing as offline, check your availability settings in the admin panel to make sure you are set to online. Also, make sure your website is not experiencing any downtime.
How does BoldChat handle customer data and privacy?
BoldChat follows strict regulations and guidelines to ensure the security and privacy of customer data. You can read more about their privacy policy here: https://www.bold360.com/legal/privacy-policy.
How do I change my BoldChat account password?
You can change your password in the admin panel by going to the "Users" tab and selecting "Change Password" next to your account name.
Can I use BoldChat on social media platforms?
Yes, you can use BoldChat on social media platforms such as Facebook Messenger and Twitter.
How do I set up an automated chatbot in BoldChat?
You can set up an automated chatbot by using BoldChat's built-in AI technology or by integrating a third-party chatbot platform.
Why am I getting an error message when trying to send a file through chat?
Make sure the file is within the size and type limits set by BoldChat. If the issue persists, try sending the file through a different method, such as email.
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