ClientPoint CustomerOS

ClientPoint CustomerOS® is your ultimate relationship transformation tool for your website!

As the virtual front door to your website, this relationship sidebar plugin will revolutionize your connections and conversations with customers, prospects, and even your coworkers. Imagine effortlessly engaging with your website visitors—messaging, chatting, scheduling and hosting video meetings, sharing files, images, or other content, e-signing documents — all in one place. From sales and support to billing, the possibilities are endless.

Instead of a chatbot, allow your customers to select who to talk to and easily sign in with their name and email to chat directly with live customer support or salesperson. Enable the full potential of your website. Allow your visitors to connect with you at the click of a button.

• Experience Better Conversions: Experience a 2.8x increase in purchases with live chat engagement.
• Delight your customers with live chat and watch your sales soar by 38%.
• Offer real-time support during purchases and witness a 44% boost in satisfaction.
• Implement CustomerOS for a remarkable 20% rise in conversion rates.
• Keep the Conversation Going: Even after guests leave, maintain seamless communication with the ClientPoint experience you’ve created.
• Transform your relationships like never before! Install and Activate ClientPoint CustomerOS® today!
• Claim a Free ClientPoint Workspace to explore all the functions available here

Notes

If you encounter any issues during the installation process, please reach out to your assigned Client Success Coordinator or contact the ClientPoint Support Team at [email protected] for prompt assistance.

1. Click ClientPoint CustomerOS® INSTALL button >> click Proceed >> ACTIVATE button.
2. Set up the plugin: You will be redirected to the WordPress admin dashboard. Manually navigate to the WordPress admin navbar to find the activated plugin >> click on the setup page tab to configure the plugin settings.
3. Once you’ve configured the plugin settings, save your changes.
4. Visit your website’s front end in a new browser tab or window and look for the ClientPoint icon or any changes based on the settings you configured. If the plugin is working correctly, you should see the ClientPoint icon appearing on your website.
5. Click on the ClientPoint icon to ensure it functions as expected and displays the information set up in the ClientPoint settings page within your WordPress admin dashboard.

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1.0

• Initial release