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Support

To understand how to use U5Me, please read the following User Manual as well as the FAQ page.
If you have any questions or suggestions, please contact us. We will get back to you as soon as possible.

User manual
Firstly, open the application of operator.
a. Open a chat window in your web pagez

  1. Click on the button called "Set Up".
  2. Select the menu called "Generate Chat Button HTML...", and a window will appear.
  3. In the window called "Generate Chat Button HTML..." , click the "Copy to Clipboard" button, then the provided chat button HTML is copied to the clipboard "Chat Button HTML" that is on the left side of the "Copy to Clipboard" button. This is just copied once. If you try again, there is no need to copy to clipboard any longer.
  4. Paste the URL address or Chat Button HTML into the source of your web page(s) in each location where you wish to have a chat button appear
  5. Choose the style, sample, and picture you prefer to display the chat button in the web page.
  6. Click on the button called "Open Test Page", for operator to check the function of the button "Copy to Clipboard".

b. Start a visitor chat window

  1. In the web page of URL or chat button HTML, click on the URL or chat button displayed, and then the visitor chat window web page appears.
  2. There is a bell flickering in U5Me logo on the toolbar and shows a hint "Visitor Calling!", also the "Visitor" logo shows under the "Calling" folder in the "Visitor List", indicating that you have a visitor wanting to chat with you. If there are more than one chat windows in the operator's chat application, once there is a calling from visitors, the chat logo in the channel multi line will flicker.

c. How to start a chat

  1. In the U5Me Operator console, right click the mouse on the "Visitor" logo, and select "Accept Call", then will show "Visitor Joins!" and "Jupitar Joins!" separately in window pages of operator and visitor. A chat starts."Visitor" logo will move under "Chatting" folder.
  2. Operator can directly click the "Accept Call" in the Main Toolbar to accept the call from visitor.
  3. Right click the mouse on the "Visitor List", and select "Auto Accept Call". When the visitor is calling, U5Me will help you accept the call automatically.
  4. Type what you want to say in the send message blank, and click on the "Send" button or press ENTER key.

d. How to check visitor's information

  1. Right click the mouse on the "Visitor" logo, and select "Contact Info" to see the detail about visitor, such as name, phone number, country, and so on; or just move the mouse and point to the "Visitor" logo to see.
  2. Select "Contact Info", If there are no information card, you should "Create a new contact" to make a new Info Card for the visitor.
  3. Hit "Chat History" to see the history of chat.

e. How to use "Set Up" Menu

  1. Click on the "Set Up" button, and select the "Change Password" menu to change your log-in password if necessary.
  2. Click on the "Set Up" button, and select the "Change Time Zone" button. You can choose the time in your place.
  3. Click on the "Set Up" button, and select the "My Network Settings" button. You can choose "Do not connect via a proxy" or "Override with my own values" to fill in the information of the proxy if you need proxy.
  4. Click on the "Set Up" button, and choose the "Hint Settings" button. There are three choices---Visitor Calling; Visitor Left; and Receive Message for you to select the sound files as you prefer. Also you can choose when visitor calls; visitor left ; and visitor sends messages , whether to hint or not.
  5. Click on the "Set Up" button, and select the "IP Blacklist Settings" button. You can input the IP address to block some vicious visitors.
  6. Click on the "Set Up" button, and select the "Email Signature Settings" button. You can add your U5Me URL or chat button into your email
  7. Click on the "Set Up" button, and select the "Other Settings" button. You can choose the time to change your status to be Away if you are inactive.
  8. Click on the "Set Up" button, and select the "Auto Start At Boot" button as you like. When you log in next time, no log-in window will appear again, and the operator application will show automatically.

f. Folders
(a) Manage the view windows --"Knowledge Base" and "Canned Messages"

  1. Right click the mouse on each menu item under "Knowledge Base" or "Canned Messages" windows.
  2. Choose "Add" or "Edit" or "Delete" to add or change the solutions for the problems frequently referred by visitors and messages often used for chats, and then sort them into suitable folders.
  3. Hit "Refresh" buttons to renovate the contents of the folders.
  4. Double click on the subdirectory or hit the right key of your mouse on it and choose "Select" button, and the contents display in the send message blank.
  5. Hit ENTER or click on "Send" button. It will display the solutions or messages in visitor chat window.
  6. Right click the mouse on the each folder of "Knowledge Base" or "Canned Messages".
  7. Choose "Refresh" to renovate the contents of the folders.

(b) Searching problems or messages

  1. Input key words of your message into search pane "KnowledgeBase" or "Canned Messages".
  2. Click on the "Search" button to quickly search the solutions or messages you want.

(c) Hiding the folders window

  1. Click the "View" menu.
  2. Uncheck the "Knowledge Base", "Canned Messages", and "Visitor List" menus, and the lists of folders would not display any longer. Or click the button with across symbols to hide them.
  3. Hit the nail logos in "KnowledgeBase", "Canned Messages", "Operator List"and "Visitor List" windows to hide them on the right and left edges of the operator application, only leave labels with menu names on the edges.
  4. Point the mouse on the labels to display them.
  5. Hit the logos again to restore them.
  6. Select "Toolbar", and Uncheck the "Main Toolbar", "Knowledge Base Toolbar", and "Canned Message Toolbar" menus, and the instructions of these toolbars would not display any longer.
  7. Uncheck the "Status Bar", and the status of operator at the bottom of the operator client will not display.
  8. Click "Customize Columns" to add or remove visitor columns in the "Visitor List".

(e) Docking the folders window

  1. Drag the blue title bars of the folders "Knowledge Base", "Canned Messages" and "Visitor List" windows.
  2. Drop them on any edge of the application.

(f) Floating the folders window

  1. Drag them and drop in the middle of the application.
  2. The folders windows can be floating over the application.

g. Grids
(a) Sorting

  1. Click on the grid in "Visitor List".
  2. The rows can be ranged by the column field.
  3. Click on the grid ranged before again, and the sort order will be in reverse.

(b) Sorting by multiple columns

  1. Click on the grid in "Visitor List".
  2. Press SHIFT and hold it when clicking on another grid in "Visitor List".
  3. The rows can be sorted by these two columns clicked on.

(c) Moving grids
1.Drag and move the grids to a location in "Visitor List" as you like.
2.The columns are in the order by your choice in the grid.

h. Columns in "Channel" window

  1. Click "Chat History" column in the "Channels" window to see the history of chat.
  2. Click "Contact" column in the "Channels" window to see the detailed information of visitors, such as ID number, visitor's name, IP address, Browser, URL, and so on.
  3. Choose "Create new contact info" to input the detail information of the visitor, suchlike visitor's ID, full name, country, website, telephone, email, address and so on. And "Save and match", to find out whether there is the same information card for the visitor existed in the server data.
  4. Select "Search" to search the visitor according to some contents, like name, phone number, website, email. What is more, there is a pane under the search column, where you can edit the visitor's information.
  5. Click "Detail Info" in the "Channels" window to see the details of the chat, such as the channel ID, chat URL, visitor name, operator ID, operator name, chat type and so on.
  6. There is a menu above the send message blank. Select "Push Image", "Push Web", "Send File", "Dialog's Time Switch", "Save As", "Print" button as you like; or hit the pane of "Spell Check" to check the spelling when you type in the send message blank if you need.
  7. Change fonts, font sizes, colors, styles, etc. only by clicking on the relative buttons.
  8. Click "Skype to Call", and connect Skype to call the visitor directly.
  9. There is a menu below the send message blank. Hit right key of the mouse on any chat channel, to choose "MultiLine" to make all channels juxtaposition, or select "Leave Channel", "Close Channel", "Leave All Channels", "Close All Channels", "Close Ended Channels", "Close Other Channels" as you like.

i. How to use "File" menu

  1. Click on "File" button, and choose "Login As..." to change operator to log in.
  2. Select "Log out" to quit the chat. In the visitor chat window will appear "Jupitar Leaves!".
  3. Choose "My Status" to hit "Online" to log in, hit "Away" to do as the same as "Login As Away..." button, hit "Busy" to show operator is busy now, cannot reply at that time, or hit "Hidden" to show operator is offline but actually is online
  4. Select "Exit" to close the operator application.
  5. Right click the mouse on the logo on the toolbar, you can also choose the menu the same as "File" menu, but adds "Restore" button to display the whole operator chat window.

j. How to use "Help" menu

  1. Click on "Help" menu, and select "Check for Update". A new web page will display for you checking and upgrading the version of our software.
  2. Click on "Help" menu, and select "Online Manual". You can see our detail manual there.
  3. Click on "Help" menu, and select "Sign Up". It can convert to the Sign Up page in the Admin Console directly.
  4. Click on "Help" menu, and select "Forgot Password". It can convert to the Forgot Password page in the Admin Console to let you get back your password.
  5. Select "Resend Verification Email" to go to Resend Verification Email page in the Admin Console directly.
  6. Select "Home Page" to go to U5Me website.
  7. Choose "About U5Me Operator..." button to see the information of our software.
  8. Administrator and Operator Background Console
    a. Login the admin console website --- http://www.U5Me.com/weboperator/.
    b. Click on "Sign Up" menu, and input your account name and password. The password is matched upper and lower case.
    c. Click on "Forgot Password" to get back your password through sending by email or operator ID.
    e. Click on "Resend Verification Email" to get back the register email again.
  9. f.Select "Site Info" to view your detail information, such as site ID, site name, Email, and so on. You can reset them and save.
  10. i. Select "Canned Messages" in "Content Manager" menu to insert new canned messages for every operator to choose when chatting with their customers.
    j.Select "Knowledge Base" in "Content Manager" menu to insert new problems and answers frequently used for every operator to help their customers.
  11. k. Click on "Upload Images" in "Visitor Experience" menu t o change your online, offline icons and logo in your operator chat window. The uploading files must be JPG or GIF.
  12. l. Click on "Chat Survey" in "Visitor Experience" menu, you can make a survey before or after chat.
  13. m Click on "Message Board", there you can see all messages left from your visitors when you don't log in the operator client. And this is used in Free Edition.
  14. n. Click on "Chat History" in "Report & Log" menu t o review chat contents on specific date.
  15. o. Click on "Support Ticket System" menu, which is used in Standard Edition and Professional Edition.
    1. Select "Ticket Management" to add, search, delete or reply all messages from your visitors when you are not online.
    2. Select "Ticket Catalog", you can manage all catalogs of tickets, adding, editing or deleting.
    p. Click on "Logout" to completely leave the operator background console.