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Getting started with

LiveSwitch Contact

Welcome to LiveSwitch Contact!  Please use this guide to get started and ensure LiveSwitch Contact is set up and ready to use. If you have any questions or need assistance please contact help@liveswitch.com.

First steps

Step 1: Creating your Account

  • After purchasing LiveSwitch Contact please check your email for instructions on activating your account.  
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  • Click the Sign Up button from your email which will direct you to the following page.  Screen Shot 2023-01-23 at 9.36.52 AM
  • Continue by using Google Single Sign On or use your company email account and select a secure password.  Your password must contain:
    • At least 8 characters
    • At least 3 of the following:
      • Lower case letters (a-z)
      • Upper case letters (A-Z)
      • Numbers (0-9)
      • Special characters (e.g. !@#$%^&*)
  • Click Continue
  • Don’t forget to  Bookmark this page to login next time
 

Step 2: Welcome & Account Setup 

Once your account has been created we will need a few additional details to complete your setup.

  • Enter the Full Name of your Organization 
  • Add your full Website Address 
  • Select your Timezone
  • Enter your Country Code & Phone Number
  • Agree to accept SMS notifications by sliding the toggle to the right (it will turn blue)
  • Click SAVE in the bottom right corner 

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Step 3: Customize Your Account

After your account setup is complete, you can customize your account for your organization.

  • Navigate to the "Company" section from the top right dropdown menu under your name. 
  • Upload your organization's logo and customize the default text message that is sent to customers.

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  • Navigate to the "My Employees" section from the top right dropdown menu under your name.
  • Add team members by selecting "New User."

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Now that your account has been setup you can begin using the New Meeting button to start making video calls.

Meetings

How to send instant Text Video Conversation links to customers.

 

Step 1: Login into your LiveSwitch Contact Dashboard

Once you've set up your account, the option to send a customer a video link will be available on the Home of your Dashboard. Click NEW MEETING to get started.

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Step 2: Send your link

Enter the customer's phone number and click START to send the video link then JOIN to connect.  You also have the option to enter the customers name and change the default message that is sent with the link.  The call will instantly start in a new tab.

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Step 3: Start the call

Your video chat begins as soon as your customer joins. Your video tile will be displayed in the lower right corner of your device, and once your customer joins the call they will be full-screen.

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What your customer sees

When you send your NEW MEETING text link, your customer is immediately notified with a text message that will look like this. You can easily customize the message using the notification template.

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Once your customer clicks the link they will be prompted to join your video call by accessing their microphone and camera. Make sure to tell them to click ALLOW.

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After the customer clicks 'Allow' they will enter the call with you, and voila, you are good to go. It's that easy.

 

Managing Meetings & Recordings

From this section you are able to review recent meeting conversation history and any recordings

To review more details about a specific conversation click the Pencil icon and you will be taken to another page with more detailed information as well as access to the recording if one was made.

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Adding Shortcuts

At LiveSwitch we believe simple is better, that is why there is nothing to download and no apps to install.  For quick and easy access follow the below instructions to add a shortcut to your computer or mobile device.  

 

Desktop Shortcut

  1. Open your browser (Chrome, FireFox, Internet Explorer or Safari)
  2. Type in app.contact.liveswitch.com in the URL address field
  3. Click on the lockbox or globe icon next to the URL and hold it down while dragging it over to your desktop then drop it where you want it to appear

 

iPhone Shortcut

  1. Open the Safari App 
  2. Type in app.contact.liveswitch.com in the search field and click Go
  3. Once the LiveSwitch Contact site appears click on the share icon 
    apple-share-icon
  4. Select Add to Home Screen then Add
  5. Close out of the Safari app and you should see a new app icon for LiveSwitch Contact on your phone as an app shortcut 

 

Android Shortcut

  1. Open browser and type in app.contact.liveswitch.com
  2. Click the three dots to the right of the URL and select Add to Home Screen then Add two times
  3. Close out of the internet browser and you will see the LiveSwitch Contact Icon on your phone screen as an app shortcut

Support

Our LiveSwitch Customer Experience managers are here to help. Support is available Monday-Friday 9am-6pm Eastern Time via email at help@liveswitch.com.