Settings, explained
Everything you can change, in the order you will see it.
The chat
- Show nudges to high-intent visitors: a small, dismissible message for people who look about to leave without contacting you.
- Offer the contact form: needed for the chat or either form style to appear.
- Show a small “Need help?” tab on every page: keeps the chat tab visible all the time.
- Form style: Chat shows a “Chat with us” tab: the visitor asks, is told they have been heard and a real person will reply, then leaves their name and email or phone. Contact form lets them pick call, text or email. Message form is like chat without the live feel.
Replies in the chat are scripted and honest: no bot makes promises for you. Your answers always come from you.
Chat shortcuts
Small buttons above the chat box that fill in a message when tapped. Write one per line (up to four). To show one label but fill in a longer message, write Label | Message. Leave it empty to show none.
| You write | The visitor sees |
|---|---|
What does it cost? | A button “What does it cost?” that fills the same text. |
Book a visit | I’d like to book a visit. | A button “Book a visit” that fills “I’d like to book a visit.” |
Business details
- Business name: shown in the chat and in emails sent for you.
- Phone number: adds a tap-to-call button for urgent requests.
- Logo: a link (https) to a square image, shown as the chat’s avatar. Without one it uses your business’s first letter.
- Accent color: the color of the chat.
- Usual reply time: shown to visitors, for example “within a few hours”. Only promise what you will actually do.
Business hours
Optional. When you are open the chat shows a green dot and “usually replies…”. When you are closed it shows a gray dot and when you are back. Visitors can always leave a message, and after hours they are told when to expect you. Times use your timezone from Alerts and summary.
Quick replies
One-tap answers on the reply screen for when you are busy. {name} and {business} are filled in. Leave it empty to use four sensible defaults.
Alerts and summary
- Quick alert if nobody has replied after… 5 to 60 minutes: a second alert on your phone and by email while it still matters. Off by default.
- Remind me if a message is still waiting after… hours: one email listing who is waiting. Set it to 0 for never.
- Summary email: weekly on Mondays (the default), every morning, or off.
- Email for contact requests and the summary: where alerts and your summary go.
- Timezone: for times in the app and what day your summary covers.
Recognizing people
- Recognize people who submit my website’s own forms: when someone submits one of your forms, RepCapture reads only the name, email and phone fields (never a message, password, payment or other field) and links them to what they browsed earlier.
- Save contact details as people type: saves the name, email and phone typed so far, even if the form is never submitted, so you can follow up with people who started and left. It never saves messages, passwords, payment or ID fields.
Automatic follow-up email
Optional. When a visitor asks for your offer by email, they get an immediate thank-you from “Your business via RepCapture”, and their reply comes to you. It needs an offer and your business mailing address (required by law in the footer). Nothing is sent until both are filled in.
Booking button
Optional. Paste your calendar link (Calendly, Acuity, Square, Google Calendar, or your own page) and visitors get a button to book a time themselves: in the on-site prompt, after they send a message in the chat, and in the emails RepCapture sends for you. The link must start with https.
Emails that win the lead back
- Thank people right away when they submit one of my forms: a short “we got your request” email with your reply time, phone number and booking link. Needs “Recognize people who submit my website’s own forms”. At most one a day per address.
- Email people who started a form and didn’t finish: one friendly email after the delay you choose, at most one a week per person, to people who typed their email into your form and left. Needs “Save contact details as people type”.
Both are off by default, come from “Your business via RepCapture” with replies going to you, and carry your mailing address and an unsubscribe link. Nothing is sent until your address is filled in. They are not used on shops, where cart reminders do this job.