Workface Features

Workface provides easy-to-deploy tools that enable real-time communications between the sales force and web-based customers. Workface helps your company meet and greet your online customers at the moment of interest with an all-in-one communications platform. Workface includes everything you need to create, manage and track enterprise-level chat 2.0. It offers fully-featured text, audio and video chat software which has been developed by sales experts and includes the following useful features:

Workface Chat App

• Desktop application (no need to have browser open)
• Set online presence (i.e. online, away, busy, offline)
• Chat with website visitors who initiate the chat
• Chats can be text/audio/video based on the capabilities of the web visitor
• Reverse GeoIP lookup of web visitor initiating the Standalone Chat application
• View Chat history of the text conversations
• Add and save notes to a chat conversation including Full Name, Phone Number, Email Address, Company Name, City, State, Postal Code, Referrer URL, IP Address, Notes
• Chat history view
• Print chat histories
• Workface tour
• Auto Startup (start the Workface application when computer system starts up)
• Auto Login (login automatically when your credentials are saved in the login fields)
• Auto Away (automatically change your status to “Away” when idle for a preset period of time)
• Play Sounds (play notification sounds when actions occur in Workface)
• Camera Input (choose the camera device to use for video chats in the Workface application)
• Microphone Input (choose the microphone to use for video and audio chats in the Workface application)
• Default “First Contact” Message (when unable to respond to a web visitor within a few seconds, this message will automatically display to web visitor)
• Timed-Out Response (when unable to respond to a web visitor within a longer period of time, a timed-out response will automatically notify the web visitor you are unavailable, then try and move their conversation to another medium)

Workface Customer Chat

• Chat application enables the web visitor to view Workface users who are online and initiate a chat session with such users
• Text, audio and video chat capabilities are available, depending on the web visitors hardware
• Print chat session history

Workface Company Administration

• Add Profiles; profiles are an organization's employees who will use Workface and be displayed on organization’s website wherever Workface is installed
• Assign users as an Employee or Administrator
• Activate, deactivate profiles
• Create profile Categories; Categories enable Profiles to be organized based on departments, expertise, or other criteria. Categories also enable organization of specific groups of Profiles to appear on the Workface Toolbar.
• Edit Company data; Company Name, Office Phone, Fax, Address, Address 2, City, State/Region, Country, Zip/Postal Code
• Workface Toolbar Application Administration
  • Bar styles
  • Button styles
  • Expanded menu styles
  • Custom text
  • Custom widths
  • Embed code
  • Custom colors
  • View toolbar embed code
• Workface Directory Lightbox Administration (as an alternative to the Workface Toolbar)
  • View directory embed code
  • Create a “Chat Now” ButtonView “Chat Now” embed code
• Company Chat Logs
  • Viewable by agent
  • Viewable by date
  • Ability to take notes
  • Quality assurance
  • Search by date range, agent, customer name
• Company Level Statistics
  • Interactions graph
  • Engagements graph
  • Profile Detail Report
  • Download Full Analytics Report, Download to CSV
  • Search by date range, category/department, and agent
  • Facebook application installation and configuration instructions

Workface Profile Administration

• Welcome; Instructions on how to edit your Workface profile and install the desktop application
• Profile Statistics
• Engagement Graphs
• Profile Detail Report
• Download Full Analytics Report, Download to CSV
• Edit Profile
• General Information; First Name, Last Name, Job Title, Your Username, Industry Category, Industry Sub-Category, Profile Images
• Contact Information; Company Name, Office Phone, Address 1, Address 2, Country, City, State/Region, Zip/Postal Code
• Business Information
  • Let’s Do Business. This is your business pitch. Use this area to tell people what you do and why they should do business with you.
  • Experience. This is your background and experience.
• Videos
  • Share YouTube videos; just paste in the URL from YouTube and our system will do the rest.
• Links
  • Share your business
  • Personal and blog websites
  • Social sites, feeds, and external website links. Any URL that you type or paste into the links area will automatically be sorted and displayed in your Workface profile. For example, if you load your Twitter URL it will display in the ”my social sites” area of your profile.
• Streams & Feeds. Feeds are available to be streamed into your Workface profile. Enabling the “RSS” icon on a site will share a stream of your posts from that site in your profile.
• Files. Upload files that inform and educate people visiting your profile
  • PDFs
  • DOCs
  • Spreadsheets
  • Presentations
  • Images
  • And more... Workface supports over 68 different file types
• Share Workface profiles
• Direct Links
• Social Share
• Embed Profile options (tools to share the Workface profile in multiple digital environments, including digital badges.)
• Account Settings; change email address and password
• Create a Status Button; adding a “Connect with Me'” button on a web page enables customers to initiate a Workface chat without using a Workface Profile
• Support; submit a service request; contact live support during normal support hours

Workface Embeddable Profiles

• Workface profiles can be embedded in digital places such as corporate/organization websites, blogs, paid advertising and social media sites, like Facebook
• Web visitors can view and interact with Workface user profiles (i.e. contact information, file links, images, etcÉ) in multiple places on the web
• Web visitor can determine if a Workface user is online and initiate a text chat session with such user
• Web visitor, when invited by the Workface user, can convert a text chat session to a video and/or audio chat session
• Web visitor can send a message to a Workface user (message appears in the user’s email inbox)

Ready to give Workface a try? Sign up, watch a video, or request a demo.