LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO START A PIN-BASED REMOTE ACCESS SESSION Press once to activate for a single keystroke (gray). Shift. Ctrl. Alt. When using a PC to control a Mac, the left Ctrl key equals Cmd on the Mac. Reboot and reconnect. On the remote device, click the Bold360 system tray icon and select Reboot and reconnect. The remote computer

restarts and

OPERATOR REPORTS

Survey report. Get an overview of how satisfied chatters are with the service your agents are providing. Provides an agent by agent view of performance on a variety of key indicators. For a total number of answered chats, the report shows the average speed of answer, average length of those chats, and the number/percent of completed after chat HOW TO CONFIGURE BOLDCHAT TO MANAGE SMS (TEXT MESSAGES The Account Setup window is displayed. On the left menu of the Account Setup window, click Messaging > SMS Accounts > New. The New SMS Account window is displayed. Name the account. Under Phone Number Acquisition, choose your Country and Area Code and then select Find Phone Number. Once a number is provisioned for your account, the

number is

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors.

DATA EXTRACTION

Data Extraction. The Data Extraction JSON REST API calls provide a web service for retrieving customer data from your account. This following is a list of service and data fields that are available for retrieval. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO START A PIN-BASED REMOTE ACCESS SESSION Press once to activate for a single keystroke (gray). Shift. Ctrl. Alt. When using a PC to control a Mac, the left Ctrl key equals Cmd on the Mac. Reboot and reconnect. On the remote device, click the Bold360 system tray icon and select Reboot and reconnect. The remote computer

restarts and

OPERATOR REPORTS

Survey report. Get an overview of how satisfied chatters are with the service your agents are providing. Provides an agent by agent view of performance on a variety of key indicators. For a total number of answered chats, the report shows the average speed of answer, average length of those chats, and the number/percent of completed after chat HOW TO CONFIGURE BOLDCHAT TO MANAGE SMS (TEXT MESSAGES The Account Setup window is displayed. On the left menu of the Account Setup window, click Messaging > SMS Accounts > New. The New SMS Account window is displayed. Name the account. Under Phone Number Acquisition, choose your Country and Area Code and then select Find Phone Number. Once a number is provisioned for your account, the

number is

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors.

DATA EXTRACTION

Data Extraction. The Data Extraction JSON REST API calls provide a web service for retrieving customer data from your account. This following is a list of service and data fields that are available for retrieval. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

LIVE CHAT APIS

Workflow API. Easily support universal or blended agents who field customer communications across multiple channels, like chat and phone. This API integrates Bold360 with environments that manage agent provisioning, work assignments and routing, such as telephony, workflow management and personnel provisioning systems. CO-BROWSING SOFTWARE Bold360’s co-browse allows agents to follow visitors behind secure fields (i.e. signing into their account) so they can provide support to customers where they need it most. Bold360’s co-browsing solution is designed to provide a simple, more direct way to deliver effective customer support – leading to faster resolutions and improved HOW TO CONFIGURE BOLDCHAT TO MANAGE SMS (TEXT MESSAGES The Account Setup window is displayed. On the left menu of the Account Setup window, click Messaging > SMS Accounts > New. The New SMS Account window is displayed. Name the account. Under Phone Number Acquisition, choose your Country and Area Code and then select Find Phone Number. Once a number is provisioned for your account, the

number is

HOW DO I ADD A USER? Select a user role. Account Manager: Can control any aspect of the Bold360 AI account, that is, access the analytics, answer tickets, manage the knowledge base. You can't change the advanced credentials for an account manager. Account Watcher: Provides read-only privileges, that is, the user can only review the knowledge base and the analytics, but they can't answer tickets. BOLD360 SYSTEM REQUIREMENTS Read about Bold360 Agent's system requirements for customers, agents,

and admins.

HOW TO PRINT A CHAT TRANSCRIPT How to print a chat transcript. To obtain a hard copy of a chat, you can print the transcript of the session. Select the chat you would like to send. In the toolbar above the chat list, click the Print icon. Tip: The visitor may also have the ability to print the chat transcript by clicking the Print icon in the lower-right corner of a

pop-up

CHAT REPORTS

Includes data such as the number of customers who were not invited to chat because no agent was logged in and the number of chat button clicks occurring outside of business hours. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO START A PIN-BASED REMOTE ACCESS SESSION Press once to activate for a single keystroke (gray). Shift. Ctrl. Alt. When using a PC to control a Mac, the left Ctrl key equals Cmd on the Mac. Reboot and reconnect. On the remote device, click the Bold360 system tray icon and select Reboot and reconnect. The remote computer

restarts and

OPERATOR REPORTS

Survey report. Get an overview of how satisfied chatters are with the service your agents are providing. Provides an agent by agent view of performance on a variety of key indicators. For a total number of answered chats, the report shows the average speed of answer, average length of those chats, and the number/percent of completed after chat HOW TO CONFIGURE BOLDCHAT TO MANAGE SMS (TEXT MESSAGES The Account Setup window is displayed. On the left menu of the Account Setup window, click Messaging > SMS Accounts > New. The New SMS Account window is displayed. Name the account. Under Phone Number Acquisition, choose your Country and Area Code and then select Find Phone Number. Once a number is provisioned for your account, the

number is

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors.

DATA EXTRACTION

Data Extraction. The Data Extraction JSON REST API calls provide a web service for retrieving customer data from your account. This following is a list of service and data fields that are available for retrieval. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO START A PIN-BASED REMOTE ACCESS SESSION Press once to activate for a single keystroke (gray). Shift. Ctrl. Alt. When using a PC to control a Mac, the left Ctrl key equals Cmd on the Mac. Reboot and reconnect. On the remote device, click the Bold360 system tray icon and select Reboot and reconnect. The remote computer

restarts and

OPERATOR REPORTS

Survey report. Get an overview of how satisfied chatters are with the service your agents are providing. Provides an agent by agent view of performance on a variety of key indicators. For a total number of answered chats, the report shows the average speed of answer, average length of those chats, and the number/percent of completed after chat HOW TO CONFIGURE BOLDCHAT TO MANAGE SMS (TEXT MESSAGES The Account Setup window is displayed. On the left menu of the Account Setup window, click Messaging > SMS Accounts > New. The New SMS Account window is displayed. Name the account. Under Phone Number Acquisition, choose your Country and Area Code and then select Find Phone Number. Once a number is provisioned for your account, the

number is

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors.

DATA EXTRACTION

Data Extraction. The Data Extraction JSON REST API calls provide a web service for retrieving customer data from your account. This following is a list of service and data fields that are available for retrieval. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

LIVE CHAT APIS

Workflow API. Easily support universal or blended agents who field customer communications across multiple channels, like chat and phone. This API integrates Bold360 with environments that manage agent provisioning, work assignments and routing, such as telephony, workflow management and personnel provisioning systems. CO-BROWSING SOFTWARE Bold360’s co-browse allows agents to follow visitors behind secure fields (i.e. signing into their account) so they can provide support to customers where they need it most. Bold360’s co-browsing solution is designed to provide a simple, more direct way to deliver effective customer support – leading to faster resolutions and improved HOW TO CONFIGURE BOLDCHAT TO MANAGE SMS (TEXT MESSAGES The Account Setup window is displayed. On the left menu of the Account Setup window, click Messaging > SMS Accounts > New. The New SMS Account window is displayed. Name the account. Under Phone Number Acquisition, choose your Country and Area Code and then select Find Phone Number. Once a number is provisioned for your account, the

number is

HOW DO I ADD A USER? Select a user role. Account Manager: Can control any aspect of the Bold360 AI account, that is, access the analytics, answer tickets, manage the knowledge base. You can't change the advanced credentials for an account manager. Account Watcher: Provides read-only privileges, that is, the user can only review the knowledge base and the analytics, but they can't answer tickets. BOLD360 SYSTEM REQUIREMENTS Read about Bold360 Agent's system requirements for customers, agents,

and admins.

HOW TO PRINT A CHAT TRANSCRIPT How to print a chat transcript. To obtain a hard copy of a chat, you can print the transcript of the session. Select the chat you would like to send. In the toolbar above the chat list, click the Print icon. Tip: The visitor may also have the ability to print the chat transcript by clicking the Print icon in the lower-right corner of a

pop-up

CHAT REPORTS

Includes data such as the number of customers who were not invited to chat because no agent was logged in and the number of chat button clicks occurring outside of business hours. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! BOLD360 LIVE WEB CHAT SOFTWARE DOWNLOAD The downloadable client should be used by administrators and BoldChat agents using a PC. If prompted to Run or Save after clicking the link below, choose "Run" to download and install. This download has been verified to NOT contain any viruses, adware, spyware, or malware. Non-Windows agents can use the Bold360 Web Workspace . LIVE CHAT SOFTWARE PRICING Deliver superior customer experiences with AI-powered self-service and live agent support. Request Quote. Includes all Agent features, plus: AI Chatbots/Virtual Agents. Conversational Designer. Natural Language Processing. AI Powered Self-Service. Proactive Outreach Engine.

Dynamic Search Bar.

OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service. REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

LIVE CHAT APIS

Easily support universal or blended agents who field customer communications across multiple channels, like chat and phone. This API integrates Bold360 with environments that manage agent provisioning, work assignments and routing, such as telephony, workflow management and personnel provisioning systems. Synchronize agent availability

across

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO WRITE A KNOWLEDGE BASE ARTICLE Build Answers for Your Bots with Knowledge Base Articles. A knowledge base article, or KB article, is an answer to a question that an AI chatbot retrieves from a knowledge base and delivers to a customer or agent. In other words, KB articles are essentially the brain of your

bot.

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! BOLD360 LIVE WEB CHAT SOFTWARE DOWNLOAD The downloadable client should be used by administrators and BoldChat agents using a PC. If prompted to Run or Save after clicking the link below, choose "Run" to download and install. This download has been verified to NOT contain any viruses, adware, spyware, or malware. Non-Windows agents can use the Bold360 Web Workspace . LIVE CHAT SOFTWARE PRICING Deliver superior customer experiences with AI-powered self-service and live agent support. Request Quote. Includes all Agent features, plus: AI Chatbots/Virtual Agents. Conversational Designer. Natural Language Processing. AI Powered Self-Service. Proactive Outreach Engine.

Dynamic Search Bar.

OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service. REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

LIVE CHAT APIS

Easily support universal or blended agents who field customer communications across multiple channels, like chat and phone. This API integrates Bold360 with environments that manage agent provisioning, work assignments and routing, such as telephony, workflow management and personnel provisioning systems. Synchronize agent availability

across

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO WRITE A KNOWLEDGE BASE ARTICLE Build Answers for Your Bots with Knowledge Base Articles. A knowledge base article, or KB article, is an answer to a question that an AI chatbot retrieves from a knowledge base and delivers to a customer or agent. In other words, KB articles are essentially the brain of your

bot.

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors. LIVE CHAT SOFTWARE FOR WEBSITE Live Chat Software for Websites. At the heart of Bold360 is a world-class live chat software for your website. Built with robust and powerful technology, our live chat solution empowers you to engage and convert more visitors, while boosting agent efficiency and

effectiveness.

REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

WHAT IS BOLD360 AI?

But Bold360 ai uses Natural Language Understanding to start learning your customers’ needs from the very first interaction. Its smart routing capability directs customers to the best resource available, and captures data in an intuitive dashboard. Start seeing results now

with Bold360 ai.

INFOGRAPHIC: 7 MYTHS OF CUSTOMER EXPERIENCE Infographic: 7 Myths of Customer Experience. AI is changing the way businesses are thinking about Customer Experience (CX). Consumers feel their interactions with the brands they do business with are too disjointed, overly difficult, and time-consuming. Organizations must not only meet their customers’ expectations but have the opportunity

to

HOW DO I ADD A USER? Select a user role. Account Manager: Can control any aspect of the Bold360 AI account, that is, access the analytics, answer tickets, manage the knowledge base. You can't change the advanced credentials for an account manager. Account Watcher: Provides read-only privileges, that is, the user can only review the knowledge base and the analytics, but they can't answer tickets.

OPERATOR REPORTS

Survey report. Get an overview of how satisfied chatters are with the service your agents are providing. Provides an agent by agent view of performance on a variety of key indicators. For a total number of answered chats, the report shows the average speed of answer, average length of those chats, and the number/percent of completed after chat

BASIC REPORTS

Name Availability Notes ; Basic Summary: For a given date range this report contains: Graphs for total chats, a summary containing the number of new visitors vs return visitors, number of invited vs customer initiated chats, most clicked chat button location, visitor chat acceptance rate, location where invitations had the highest acceptance rate, chat engagement rate and a number of other DOCUMENTATION FOR BOLD360 DEVELOPERS Developer documentation for Bold360 and Bold360 AI is provided at the following locations. HOW TO PRINT A CHAT TRANSCRIPT How to print a chat transcript. To obtain a hard copy of a chat, you can print the transcript of the session. Select the chat you would like to send. In the toolbar above the chat list, click the Print icon. Tip: The visitor may also have the ability to print the chat transcript by clicking the Print icon in the lower-right corner of a

pop-up

LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! BOLD360 LIVE WEB CHAT SOFTWARE DOWNLOAD The downloadable client should be used by administrators and BoldChat agents using a PC. If prompted to Run or Save after clicking the link below, choose "Run" to download and install. This download has been verified to NOT contain any viruses, adware, spyware, or malware. Non-Windows agents can use the Bold360 Web Workspace . LIVE CHAT SOFTWARE PRICING Deliver superior customer experiences with AI-powered self-service and live agent support. Request Quote. Includes all Agent features, plus: AI Chatbots/Virtual Agents. Conversational Designer. Natural Language Processing. AI Powered Self-Service. Proactive Outreach Engine.

Dynamic Search Bar.

OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service. REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

LIVE CHAT APIS

Easily support universal or blended agents who field customer communications across multiple channels, like chat and phone. This API integrates Bold360 with environments that manage agent provisioning, work assignments and routing, such as telephony, workflow management and personnel provisioning systems. Synchronize agent availability

across

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO WRITE A KNOWLEDGE BASE ARTICLE Build Answers for Your Bots with Knowledge Base Articles. A knowledge base article, or KB article, is an answer to a question that an AI chatbot retrieves from a knowledge base and delivers to a customer or agent. In other words, KB articles are essentially the brain of your

bot.

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors. LIVE CHAT ENGAGEMENT AND AI SOFTWARE Bold360 is a customer engagement and AI software that's the industry’s most tightly integrated live agent & chatbot solution. Learn more and request a demo! BOLD360 LIVE WEB CHAT SOFTWARE DOWNLOAD The downloadable client should be used by administrators and BoldChat agents using a PC. If prompted to Run or Save after clicking the link below, choose "Run" to download and install. This download has been verified to NOT contain any viruses, adware, spyware, or malware. Non-Windows agents can use the Bold360 Web Workspace . LIVE CHAT SOFTWARE PRICING Deliver superior customer experiences with AI-powered self-service and live agent support. Request Quote. Includes all Agent features, plus: AI Chatbots/Virtual Agents. Conversational Designer. Natural Language Processing. AI Powered Self-Service. Proactive Outreach Engine.

Dynamic Search Bar.

OFFICIAL BOLD SUPPORT Looking for help with the Rapid Response Web Widget? To help you better support your customers and employees, Bold360 has launched a new Rapid Response Web Widget that you can easily deploy on your website to enable customer or employee self-service. REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

LIVE CHAT APIS

Easily support universal or blended agents who field customer communications across multiple channels, like chat and phone. This API integrates Bold360 with environments that manage agent provisioning, work assignments and routing, such as telephony, workflow management and personnel provisioning systems. Synchronize agent availability

across

BOLD360'S INTEGRATIONS Bold360's Integrations. Bold360’s customer engagement solution can power personalized customer interactions across the web. On your site, app, and across social media channels, Bold360 serves up unique customer information and offers relevant suggestions for each user. Our solution can integrate with all of your 3rd party systems, like

CRMs

HOW TO WRITE A KNOWLEDGE BASE ARTICLE Build Answers for Your Bots with Knowledge Base Articles. A knowledge base article, or KB article, is an answer to a question that an AI chatbot retrieves from a knowledge base and delivers to a customer or agent. In other words, KB articles are essentially the brain of your

bot.

HOW TO EMAIL A CHAT TRANSCRIPT How to email a chat transcript. You may share the transcript of a chat with others that do not have access within BoldChat. Select the chat you would like to send. Click the Email icon in the toolbar above the chat list. In the dialog window that appears, enter the email address of the recipient and click OK. Tip: The visitor also has the HOW TO CREATE CANNED MESSAGES FOR OPERATORS Create, edit, or copy a canned message: Go to the top of the Account Setup – Canned Message Folder window and click New, Copy, or Edit. Name and identify the message so operators can find it with ease: Fill in the Name field. This value is only used internally to identify and reference the canned message, and it is never exposed to visitors. LIVE CHAT SOFTWARE FOR WEBSITE Live Chat Software for Websites. At the heart of Bold360 is a world-class live chat software for your website. Built with robust and powerful technology, our live chat solution empowers you to engage and convert more visitors, while boosting agent efficiency and

effectiveness.

REPORTING & ANALYTICS Reporting & Analytics. With Bold360, nothing is locked inside a black box. You have access to every insight and have control over every rule and setting, so you can make any changes that you see fit to improve your business metrics.

MOBILE LIVE CHAT

Mobile SDK Add chat to your app. Embed live chat directly in your native iOS and Android app, so users can enjoy a seamless sales or support chat experience without ever leaving the app. Deploy Bold360's elegantly designed in-app chat with minimal code, and fully customize

and

WHAT IS BOLD360 AI?

But Bold360 ai uses Natural Language Understanding to start learning your customers’ needs from the very first interaction. Its smart routing capability directs customers to the best resource available, and captures data in an intuitive dashboard. Start seeing results now

with Bold360 ai.

INFOGRAPHIC: 7 MYTHS OF CUSTOMER EXPERIENCE Infographic: 7 Myths of Customer Experience. AI is changing the way businesses are thinking about Customer Experience (CX). Consumers feel their interactions with the brands they do business with are too disjointed, overly difficult, and time-consuming. Organizations must not only meet their customers’ expectations but have the opportunity

to

HOW DO I ADD A USER? Select a user role. Account Manager: Can control any aspect of the Bold360 AI account, that is, access the analytics, answer tickets, manage the knowledge base. You can't change the advanced credentials for an account manager. Account Watcher: Provides read-only privileges, that is, the user can only review the knowledge base and the analytics, but they can't answer tickets.

OPERATOR REPORTS

Survey report. Get an overview of how satisfied chatters are with the service your agents are providing. Provides an agent by agent view of performance on a variety of key indicators. For a total number of answered chats, the report shows the average speed of answer, average length of those chats, and the number/percent of completed after chat

BASIC REPORTS

Name Availability Notes ; Basic Summary: For a given date range this report contains: Graphs for total chats, a summary containing the number of new visitors vs return visitors, number of invited vs customer initiated chats, most clicked chat button location, visitor chat acceptance rate, location where invitations had the highest acceptance rate, chat engagement rate and a number of other DOCUMENTATION FOR BOLD360 DEVELOPERS Developer documentation for Bold360 and Bold360 AI is provided at the following locations. HOW TO PRINT A CHAT TRANSCRIPT How to print a chat transcript. To obtain a hard copy of a chat, you can print the transcript of the session. Select the chat you would like to send. In the toolbar above the chat list, click the Print icon. Tip: The visitor may also have the ability to print the chat transcript by clicking the Print icon in the lower-right corner of a

pop-up

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* Bold360 Suite Overview * Revolutionize Customer Experience * Personalize Customer Service * Empower Customer-Facing Employees * Increase Customer Conversion * Modernize Employee Support

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Real-Time-Personalization_1 NEW Bold360 Helpdesk for internal employee engagement. | See our Suite of Solutions DISCOVER TECHNOLOGY TO HUMANIZE THE CUSTOMER EXPERIENCE AI-powered engagement for your customers, contact centers, and

employees.

Get Your Demo of Bold360

Analyst report

Forrester: Build Competitive Advantage Through Customer Engagement and

AI

Analyst report

Aberdeen Report: AI in the Contact Center

Interactive Guide

Aligning AI for Your Customer’s Best Experience

View More resources

ENGAGE SMARTER.

BOLD360 BRINGS THE BEST OF AI CHATBOTS AND HUMAN SUPPORT TOGETHER SO YOUR CUSTOMERS AND EMPLOYEES GET WHAT THEY NEED THE FIRST TIME, EVERY

TIME.

DELIVER EXCEPTIONAL EXPERIENCES AND SOLVE PROBLEMS FASTER WITH

BOLD360.

Unlock your CX potential WHY PARTNER WITH BOLD360? EXPAND THE CONVERSATION. Meet your customers where they want to engage. Bring the conversation to new digital channels including live chat , chatbots, messaging, and your mobile app – all in over 40 languages. ENGAGE WITHOUT FRICTION. Bring AI-powered chatbots  and AI-supported agents together in harmony. Chatbots with Natural

Language Processing

are ready

24/7 to handle routine queries. When challenges are complex, human agents pick up right where the bot left off. No more long holds or time wasted looking for answers. WORK SMARTER, NOT HARDER. Let your customers tell you how to improve their journey without even asking them. Bold360’s Voices Dashboard continuously captures key insights and tells you where to optimize. Get the reports and analytics  you need to drive

better results.

Learn about our suite of solutions Better Experiences Start Here

REVOLUTIONIZE

CUSTOMER

EXPERIENCE

Customer experience can make or break your business. Deliver better results with every customer engagement

STREAMLINE

CUSTOMER

SERVICE

Contacting support shouldn’t be painful for customers or agents. Increase efficiency and reduce costs with AI and human harmony

INCREASE

CUSTOMER

CONVERSION

Website buyers need help choosing products and services. Remove barriers to conversion in real-time EMPOWER CUSTOMER-FACING EMPLOYEES Agents outside the contact center also need quick access to knowledge. Arm all of your customer-facing employees with information they trust MODERNIZE INTERNAL HR & IT SUPPORT Searching internal systems and submitting tickets wastes time. Take the work out of work with automated internal support

*

45%

Reduction in call volume

*

21%

increase in Net Promoter Score (NPS)

*

25%

Reduction in contact-us escalations

*

45%

Reduction in call volume

*

21%

increase in Net Promoter Score (NPS)

*

25%

Reduction in contact-us escalations

*

45%

Reduction in call volume

*

21%

increase in Net Promoter Score (NPS)

*

25%

Reduction in contact-us escalations

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check out our case studies DISCOVER SMARTER, MORE PERSONALIZED ENGAGEMENT.

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