Basic Chat Management

1.1 Create a chat

Ellyn / November 20, 2019

The first step in learning how to use Querlo is creating a chat.

You may choose to create an empty chat or select one of the pre-designed templates for your chat.

Creating A New Chat

Step 1:

After logging in to Querlo, you’ll see a menu on the left side of the page.

(Q1) Click “Chats“.

(Q2) Then click the “+ New Chat” button.

Note: “Chats” is the page where you can see and access the list of all your chats.

Step 2:

The template window appears. Select a template to start your chat.

Step 3:

>>> If you select the “Empty” template, the “Chat Customization” form appears.

>>> If you select one of the pre-designed templates, go to [Step 4].

(Q1) In the “Name” field enter a title that is suitable for your chat.

(Q2) Keep the default options and click the “Create” button which is located at the bottom of the page. 

Note: “Chat Customization” is the page where you can change some options to customize your chat.

Step 4:

This is the chat builder.

(Q1) On the top of the page, it shows the title of the chat.

(Q2) The highlighted area in the middle is the chat builder which you can edit the content for your chat. 

(Q3) Click the “Preview” button to open the chat HTML client which shows you how your chat is presented to the viewers.

“Empty” template
“Basic Lead Generation” template