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  3. Quick Start - Set up One-to-One Virtual Shopping

One-to-One Virtual Shopping: Where to Start?

See the 5 things needed to set up One-to-One and start selling online!

Click below to navigate to a certain section:


1. Adding Your Scripts:

  1. Within your One-to-One Workspace, navigate to Settings.
  2. Click on Appearance then Integrations, then select your Embed Script. Copy the script listed below as well as the script for tracking.

For detailed walkthroughs, see here:

Have a developer team and are looking for customizable options with the widget or other integration alternatives? Follow our developer documentation here.

2. Build Your Team:

Who will be responding to the visitor's request?

  • Add agents via Business portal (Admin or Member access) to then invite via email to sign in for One-to-One Workspace. Follow instructions here.
  • In the business portal, access your “profile”. Agents can add their image here which appear on a new message (240x240 pixels). Access your profile here: https://business.firework.com/profile
    hi its davidsetup profile image

3. Setting Up Your Widget Appearance

Prior to a Visitor calling in or requesting a call, you can display a GIF of a Sales Agent or an avatar of available agents to be displayed in the preview. 


GIF Display of Agent

  1. From Settings, click into Appearance then Configuration. Click onto the gif section to upload.  
  2. Finally, scroll down to the bottom and insert the Widget cover text and Widget menu text. 
    1. Widget cover text = the text shown on the widget when not clicked. For example:  "Shop with us", “Talk to an expert”, "Start a conversation".
      one way chat text
    2. Widget menu text = the text above the buttons (After someone clicked on the widget). For example: “Chat with one of our experts with text or one-way video call! Don’t worry your camera will be off, we will not see you”.
      dont hesistate to call me

Avatar Display of Agents

  1. Within your One-to-One Workspace , click Settings.
  2. Navigate down to Avatar. Select the cover and menu text then select save.

Tips:

  • Try to use a gif that is not constantly waving or moving, as it might distract the visitor too much from their browsing experience.
  • Ensure the image is centered with less white space surrounding this, as shown below.centered gif

4. Data Privacy/Legal Statement (Optional)

You can provide a legal statement along with any URL(s) of the item listed below for visitors to review/agree to before engaging in a call or chat. 

    1. Privacy Policy
    2. Terms and Conditions

For Example:

T&C One to One

5. Add User Segments and Feeds

User segments help define visitors within the Feeds for your Agents to monitor and interact with. This is useful when looking to segment shoppers by a certain requirement or category. 

Requires Admin access to set up.

  1. Within your One-to-One Workspace, navigate to Settings.
  2. Click into User Segments, then select Add Segment.
  3. Give this a name  and choose from the options, URL or Country, to segment the visitors by. Additionally, you may choose to apply the group to all or any conditions.User segments v2
  4. Fill out the third box, which serves as the Segment being searched for. 
  5. You may also add more group options by selecting "+Add group". When finished, click Save.
  6. Navigate to Feeds. Here you will see the current feeds active and non-active. Select Create Feed.
  7. Enter a name displayed internally for your feed and select the Segment you created. Then click Save.Create feed

You will have control of displaying this feed within your One-to-One Workspace by using the toggle. Agents can then subscribe directly to a feed relevant to them from their workspace. 

Here are some examples when setting the Segments:

URL Segment

Country Segment

 

Test It

Once you have added your One-to-One script, toggle on the button next to “Customers” from the One-to-One Workspace to make your widget visible.

*We recommend testing a call with another Agent or internal employee for practice and to get the flow of navigating. Please reach out if you have other additional questions. 

 

guest viewTesting image

Additional Optional Settings to Configure:

Visibility:

You may set a waitlist capacity per incoming conversation requests. 

  1. From Settings, click into Appearance then Visibility.
  2. Toggle on Waitlist Capacity. For the "Condition", you may set a queue limit then choose from the following options once that limit is reached. 

 

Scheduling:

If leveraging a callback software, insert your calendar scheduling URL for Agents to follow-up. 

  1. From Settings, click into Appearance then Embed, then scroll all the way down. 
  2. Under Scheduling, select "Custom landing page" then insert your URL per the scheduling link. 

Camera Permission:

You can have control over camera settings if you want to allow customers the option to enable their camera on or off. 

  1. From Settings, click into Appearance then Advanced, then scroll all the way down to "Camera Permission". 
  2. You have the option to allow visitors to select if they can enable their camera on/off.