💬 WebChat — Mockups

1. WebChat Settings Page

Portal → WebChat → Settings. Configure website URL, script name, and personalisation toggles.

2. WebChat Users Management

Portal → WebChat → Users. Manage sales agents who respond to chats.

UserEmailRoleStatusAddedActions
Sarah Johnsonsarah@acmecorp.comAdmin🟢 Online2026-06-15
Mike Chenmike@acmecorp.comAgent🟢 Online2026-06-18
Emma Williamsemma@acmecorp.comAgent🔴 Offline2026-07-02
Add User Modal: Dropdown selects SoPro user → choose role (Admin / Agent) → Save → user auto-provisioned in WotNot platform.

3. Live Chat Agent Interface

Portal → Live Chat. Where agents respond to prospect conversations in real time.

💬 Conversations
2m ago
John Smith
Hi, I'm interested in your...
Acme Industries
15m ago
Lisa Park
Can you send me pricing?
TechCorp Ltd
1h ago
Anonymous
I have a question about...
Global Systems Inc
3h ago
David Brown
Thanks for the info!
John Smith — Acme Industries Assigned to: Sarah J.
John Smith
Hi, I'm interested in your enterprise plan. Can someone help me understand the pricing?
Sarah Johnson (you)
Hi John! Thanks for reaching out. I'd be happy to walk you through our enterprise pricing. Are you looking for a specific feature set?
John Smith
Yes — we need API access and SSO integration for our team of about 50 people.
Sarah Johnson (you)
Great — our Enterprise plan includes both of those. For 50 users, it would be $1,200/month with annual billing. Would you like me to send over a formal quote?
Prospect
John Smith
View in CRM →
Company
Acme Industries
Technology / SaaS
Email
john@acmeindustries.com
Location
London, UK
Outreach Status
Email Stage 3
Last opened: 2 days ago
LinkedIn
Connected
Conversation ID
conv_7a3f9b2c

4. WebChat Reports

Portal → WebChat → Reports. Analytics dashboard for chat performance.

AgentConversationsAnsweredMissedAvg ResponseLeads Generated
Sarah Johnson9889942s14
Mike Chen87721565s11
Emma Williams62422078s6

5. Chat Widget on Client Website

How the chat widget appears to visitors on the client's website.

🌐 acmeindustries.com

Enterprise Solutions

Transform your business with our industry-leading platform...

Why Choose Us

Trusted by over 500 enterprise customers worldwide...

💬
👋 Hi there! Need help?
We're here to answer your questions about our enterprise plans.
Known Prospect: If visitor has _obid in URL, the chat widget receives their name, company, email, and outreach history via data-session-payload. Agent sees full CRM context.

6. WebChat Audit Log

Portal → WebChat → Logs. Tracks all configuration changes.

DateUserChange TypeDetails
2026-07-25 14:32Sarah JohnsonUser AddedAdded Emma Williams as Agent
2026-07-20 09:15Sarah JohnsonSettingsEnabled Full Personalisation
2026-07-18 16:48Sarah JohnsonUser AddedAdded Mike Chen as Agent
2026-06-15 11:00SystemAccount CreatedWotNot account initialized (AccountId: 48291)

7. Getting Started — First Visit

Portal → WebChat (first time). The initialization page that appears before a WotNot account is created.

What happens behind the scenes: CreateAccountAsync(clientId, userId) → creates WotNot account → stores AccountId, ScriptName, ApiToken in WebChatClient table → sets WebChatInitialized = true in session.

8. Notification Email — Lead Alert

Example of the email notification sent when an unassigned WebChat lead is created.

📧 Sopro WebChat: Lead
From: notifications@sopro.io  |  To: sales-team@acmecorp.com
🔔 New WebChat Lead

A prospect has provided their details via WebChat and has been qualified as a lead.

VisitorJohn Smith
Emailjohn@acmecorp.com
Phone+44 7911 123456
Company Domainacmecorp.com
CampaignAcme Outreach Q3
Prospect Identified✅ Yes
Company Identified✅ Yes
Conversation IDconv_7a3f9b2c

This is an automated notification from SoPro WebChat. The prospect has been added to your campaign and is ready for outreach.

Auto-exclusion applied: john@acmecorp.com blocked for 360 days. Domain acmecorp.com blocked for 180 days (company size: 51-200).

📧 Sopro WebChat: Enquiry received
From: notifications@sopro.io  |  To: support@acmecorp.com
🛠️ Support Enquiry

A visitor has submitted a support enquiry via WebChat. No lead has been created.

VisitorAnonymous
Emailsupport@theircompany.com
Company Domaintheircompany.com
TypeForm Response