Pre-Launch Checklist for ChatBeaconAIX On-Premise
Once your ChatBeaconAIX server is installed and running, this checklist guides you through the final, critical steps to ensure your team is trained and your chat service is perfectly configured before going live with customers.
1. Operator Training
This complimentary training session is designed to make your operators confident and proficient in handling live customer chats from day one.
Session Details
Duration: 30–60 minutes
Attendees: All designated ChatBeacon Operators
Format: Remote session (online via screen share)
Key Training Topics
Topic | Description | Outcome |
|---|---|---|
Operator Application Overview | Navigating the browser-based Operator Application interface. | Familiarity with the main workspace. |
Answering Chats | Protocols for accepting, handling, and transferring incoming live chats from customers. | Operators know how to initiate conversations. |
Popular Day-to-Day Features | Training on the most frequently used tools, such as canned responses, chat transfers, and visitor monitoring. | Efficiency in common interactions. |
Status Management | Understanding and using operator status (Online, Away, Offline) to manage availability. | Optimal staff utilization and capacity management. |
By the end of this training, your operators will feel confident and prepared to provide fast, professional live chat support.
2. White-Glove Onboarding (Admin Configuration)
This dedicated session ensures your ChatBeacon platform is customized to align with your specific business goals and operational best practices.
Session Details
Duration: 60 minutes
Attendee: Your designated ChatBeacon Administrator or Chat Manager
Format: Remote session (online via screen share)
Key Onboarding Topics
Topic | Description | Outcome |
|---|---|---|
Account Configuration | Reviewing and finalizing user roles, department structures, and agent permissions. | Proper organizational structure defined. |
Chat Window Customization | Adjusting the live chat widget's appearance, branding (colors, logos), and display settings to match your website's design. | Seamless brand integration on your website. |
Business Settings | Applying specific operational settings, including automated triggers, routing rules, and offline form behavior. | Chat platform operational rules meet business requirements. |
Best Practices Review | Guidance on monitoring, reporting, and maintenance for long-term optimal performance. | Administrator is equipped for ongoing management. |
3. Website Integration
The final step is to embed the live chat functionality onto your website by adding the ChatBeacon code snippet.
A. Implementing the Chat Tag
The ChatBeacon chat window is activated by pasting a small, asynchronous JavaScript code snippet into the HTML of the webpages where you want the chat widget to appear.
Placement: The code snippet should be placed just before the closing
</body>tag of your website template for optimal performance.Code Retrieval: The required code snippet can be retrieved directly from the ChatBeacon Management Application under the "Installation" or "Widget Settings" section after customization is complete.
B. Customer Portal and Complex Integration
The ChatBeacon tag is designed to work across standard websites and web applications.
Customer Portals: If you are integrating ChatBeacon into a secured customer portal (e.g., a logged-in user area), ensure that the ChatBeacon tag is only loaded after the user has successfully authenticated, if required by your security policy.
Single-Page Applications (SPAs): For applications using frameworks like React, Angular, or Vue, ensure the ChatBeacon script is loaded once and that it functions correctly across virtual page navigations.
Once all three steps are complete, you are ready to remove the test page and deploy the chat service live on your public website!