https://www.olark.com/categories/getting-started/ Recent content in Getting Started on Olark Hugo -- gohugo.io en-us Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/add_operator/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/add_operator/ Here’s how to invite a new agent to your Olark account. You will need admin-level access on your Olark account to invite new agents. Visit your Team page. Select the blue Invite Agent button at the top-left section of the page. If the button displays no available seats, you will need to first adjust your billing details or deactivate a current agent on your team. Enter the agent’s email address where the invitation will be sent. https://www.olark.com/help/automated-email-reports/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/automated-email-reports/ Admins on paid accounts can receive daily, weekly or monthly reports of chat activity directly to their email inbox with automated email reports. Choose how often, what content and which agent group the report should pertain to. Reports are delivered at 8am on the day specified (make sure you’ve got your correct timezone selected in your profile). A report will not be sent if there is no activity during the specified time period. https://www.olark.com/help/consent/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/consent/ Consent for Recording Chat Messages You may have noticed that Olark uses the following language on our chatbox relating to consent: “Olark keeps transcripts of our chats. If you would like more information, our Privacy Policy is available here." Why does Olark do this? We want it to be very clear to our customers and website users that we are recording the transcript of the chat. Please see more information on our Privacy Policy and Terms of Service. https://www.olark.com/help/send/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/send/ The !send command allows you to forward a chat transcript via email during a chat conversation with a visitor. Examples and Usage In your chat conversation, type one of the following and hit return or enter. !send - emails the transcript to the visitor’s email (if available). !send test@olark.com - emails the transcript to test@olark.com. !send test@olark.com, another.test@olark.com - emails the transcript to both email addresses. Notes Using the ! https://www.olark.com/help/email-report/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/email-report/ You can have a CSV report emailed to you containing all known information about your chats over a designated time period. Here’s a breakdown of each of the field names you’ll see for each chat. Please note, the timezone used in these reports is the timezone specified on the main admin agent account in Olark. You can edit those settings if you go here and click edit next to the correct agent. https://www.olark.com/help/chat-ratings/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/chat-ratings/ Chat Ratings let you send the visitor a post-chat survey to find out how they rated their chat experience while on your site. Enabling Chat Ratings Head to your Setup page and click the “Ask for visitor feedback” box to enable chat ratings. Requesting chat feedback An agent can send a feedback request at any time during an ongoing conversation by using the !feedback command. The feedback survey will also be included if the agent uses the ! https://www.olark.com/help/html/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/html/ To install the Olark chat widget on your website, you’ll need to first log into your Olark account. Once you are logged in, click on the Settings section from the menu on the left and then click Installation. Standard or Manual Installation Our standard installation method requires you to copy and paste a small javascript snippet immediately before your site’s closing </body> tag. Click on the blue Get embed code button to see and copy that snippet, which should look like this: https://www.olark.com/help/stuck/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/stuck/ Working with websites can be a frustrating experience at the best of times. Start here for a list of things you can check for when your Olark chatbox is not showing. Copying and pasting code incorrectly Sometimes your text editor will accidentally reformat your code. Especially watch out for rich text editors (ones that have options like bold or underline). Try copying and pasting the code again to make sure everything worked correctly. https://www.olark.com/help/offline-options/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/offline-options/ A chatbox is offline when all of the agents are either away or offline. Olark offers you three different offline modes for our widget that you can choose from for your customers when no one is around to chat. All of the settings we will cover in this guide can be altered on our Text and Forms page. Offline email form One of the offline options you can select for your chatbox is the offline email form, which allows your visitors to complete a form that is sent to an email address of your choice when you are not around to chat. https://www.olark.com/help/personalized-training/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/personalized-training/ We know that it can be a bit overwhelming sometimes to learn new software, which is why we offer paid trainings for teams on our premium self-serve plans. Our expert Olarkers are here to help you become an Olark power user! Training Topics Olark premium trainings cover the following pieces of information. Navigating Olark from the agent, admin, and website visitor perspective. New agent training which includes a dashboard walkthrough, chat console features and commands, activity/report discussions, and transcripts. https://www.olark.com/help/password/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/password/ It happens to the best of us. It’s really easy to reset your password with Olark, just go to our password reset page. Enter your the email address you used to sign up and what you use to login and we’ll send you a link to reset your password. Once you click the link, you’ll be prompted to choose a new password. Please note: Using non-standard latin characters (for example ö, å, ä) to create a password is initially accepted but results in an incorrect password error when actually logging in. https://www.olark.com/help/prechat-survey/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/prechat-survey/ The Pre-chat Survey allows you to ask visitors for their name, email, phone number and more before starting a chat. You can enable and modify the form in the Text & Forms section of your Olark dashboard. This is a great tool to gather information about your visitors before they start chatting. You can modify the settings so that the pre-chat form is completely optional, required, or only require certain fields such as email. https://www.olark.com/help/view-transcripts/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/view-transcripts/ Accessing transcripts If you are on a paid Olark plan, you can read and search through all of your conversations through the Transcripts page. While you’re chatting, you can find a link to a transcript of your current conversation in the chat console sidebar, under the Behavior dropdown menu. You can also generate the transcript link within conversation by using the !transcript command (only viewable to the chat operator). Anyone on your Olark account can use this link to view the transcript of your current conversation. https://www.olark.com/help/transfer/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/transfer/ Open Transfers Use the !transfer command to make a chat available to all other agents currently logged into chat. You can also include an optional message to provide some context about the chat. For example, in the chat console you would type the following. !transfer Is anyone in sales available to give this visitor a demo of our lead capture features? Direct Transfers Use the !transfer command, followed by a space and then @agent-name, to transfer the chat to a specific agent. https://www.olark.com/help/offline-message-emails/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/offline-message-emails/ When your agents are away from chat or offline, you can turn the chatbox into an offline email form. This can be done from the Offline Text & Forms page. You can send offline messages to multiple email addresses by separating them with commas in the Send to email field. https://www.olark.com/help/reports/ Tue, 04 Nov 2025 18:18:47 +0000 https://www.olark.com/help/reports/ Olark offers a variety of reporting options including: Chat Ratings Email Reports Agent activity reports Integrating with Google Analytics Chat Ratings Chat Ratings lets you send the visitor a post-chat survey to find out how they rated their chat experience while on your site. You can read more about Chat Ratings here. In addition to providing chat ratings feedback, your reports page also contains information about the number of chats you had and other useful data such as how many chats happened within a particular date range.