Portal → WebChat → Settings. Configure website URL, script name, and personalisation toggles.
https://chat.sopro.io/chat-widget/acme-corp-widget.jsPortal → WebChat → Users. Manage sales agents who respond to chats.
| User | Role | Status | Added | Actions | |
|---|---|---|---|---|---|
| Sarah Johnson | sarah@acmecorp.com | Admin | 🟢 Online | 2026-06-15 | |
| Mike Chen | mike@acmecorp.com | Agent | 🟢 Online | 2026-06-18 | |
| Emma Williams | emma@acmecorp.com | Agent | 🔴 Offline | 2026-07-02 | |
Portal → Live Chat. Where agents respond to prospect conversations in real time.
Portal → WebChat → Reports. Analytics dashboard for chat performance.
Total Conversations
This month
Answered
82% response rate
Missed
18% missed rate
Avg Response Time
Target: <60s
| Agent | Conversations | Answered | Missed | Avg Response | Leads Generated |
|---|---|---|---|---|---|
| Sarah Johnson | 98 | 89 | 9 | 42s | 14 |
| Mike Chen | 87 | 72 | 15 | 65s | 11 |
| Emma Williams | 62 | 42 | 20 | 78s | 6 |
Total leads: 60 this month
How the chat widget appears to visitors on the client's website.
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_obid in URL, the chat widget receives their name, company, email, and outreach history via data-session-payload. Agent sees full CRM context.
Portal → WebChat → Logs. Tracks all configuration changes.
| Date | User | Change Type | Details |
|---|---|---|---|
| 2026-07-25 14:32 | Sarah Johnson | User Added | Added Emma Williams as Agent |
| 2026-07-20 09:15 | Sarah Johnson | Settings | Enabled Full Personalisation |
| 2026-07-18 16:48 | Sarah Johnson | User Added | Added Mike Chen as Agent |
| 2026-06-15 11:00 | System | Account Created | WotNot account initialized (AccountId: 48291) |
Portal → WebChat (first time). The initialization page that appears before a WotNot account is created.
Your WebChat account hasn't been set up yet.
Click below to create your account and start engaging prospects in real time.
This will create your WotNot account, configure your chat widget,
and link it to your SoPro CRM. Takes about 5 seconds.
CreateAccountAsync(clientId, userId) → creates WotNot account → stores AccountId, ScriptName, ApiToken in WebChatClient table → sets WebChatInitialized = true in session.
Initialazing web chat account was not successfull!
If the problem persists, contact your SoPro account manager
or check that your client has UseWebChat = true.
Example of the email notification sent when an unassigned WebChat lead is created.