Monitor mode
Rotate live visitor, sales and service information on a fullscreen operational display.
What it is
Monitor mode turns the desktop console into a fullscreen display of visitor activity, sales and service information. You choose which slides to include and can rotate through several websites, channels and subsites.
Who uses it and why
- Supervisors display current activity on a shared operational screen.
- Operators with the Monitor role choose and start their own display.
Where to find it
Open Settings › General Settings › Monitor View to configure the display. Select Start Monitor Mode there or use Start Monitor Mode in the top bar.
How it works
- Select a channel before starting.
- Choose the information to show in Monitor View and select Save.
- Select Start Monitor Mode. INSIDE requests fullscreen and cycles through the enabled information.
- Move the pointer to reveal the exit control. Leaving monitor mode reloads the console.
Available slides include visitor totals and locations, Operation Analysis, baskets, sales, operator information and service information for Chat, Voice, Email and Social/Text. Some information depends on the website's enabled features and available data.
Starting monitor mode does not make you unavailable. INSIDE asks you to confirm if your status is available, and recommends turning availability off first because chatting is difficult in this view.
Configure it
Turn individual slides on or off. For a rotation, enable Cycle channels, Cycle subsites or Cycle websites, then choose the entries in the corresponding list. Channel and subsite selections belong to the website you are configuring. Start the display on the website where you saved the rotation.
Use Across Full Site to include the whole-site view alongside subsites. Set Chat customer service duration to a value between 1 and 24 hours, then select Save.
Your saved monitor choices take precedence over website monitor choices. Ask a colleague with the Settings role to review your Monitor role if the start control is missing.
Settings
| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Visitors | Settings › General Settings › Monitor View | operator | On | Include the visitor slide. | |
| Top Countries | Settings › General Settings › Monitor View | operator | On | Include the leading visitor countries. | |
| Operation Analysis | Settings › General Settings › Monitor View | operator | On | Include operational traffic analysis. | |
| Basket Total | Settings › General Settings › Monitor View | operator | On | Include basket totals. | |
| Sales Today | Settings › General Settings › Monitor View | operator | On | Include today's sale count. | |
| Sales Value Today | Settings › General Settings › Monitor View | operator | On | Include today's sales value. | |
| Average Time on Site | Settings › General Settings › Monitor View | operator | On | Include average visit time. | |
| Trending Now | Settings › General Settings › Monitor View | operator | On | Include trending products when available for the website. | |
| World Map | Settings › General Settings › Monitor View | operator | On | Include the visitor map. | |
| Top Operator | Settings › General Settings › Monitor View | operator | On | Include the leading operator slide. | |
| Operator Overview | Settings › General Settings › Monitor View | operator | On | Include the operator overview. | |
| Forms | Settings › General Settings › Monitor View | operator | On | Include form activity. | |
| News Alerts | Settings › General Settings › Monitor View | operator | On in Monitor View | Select news alerts for the monitor presentation. | |
| Chat | Settings › General Settings › Monitor View | operator | On | Include chat service information. | |
| Voice | Settings › General Settings › Monitor View | operator | On | Include voice service information when available. | |
| Settings › General Settings › Monitor View | operator | On | Include email service information when available. | ||
| Social/Text | Settings › General Settings › Monitor View | operator | On | Include social and text service information when available. | |
| Cycle channels | Settings › General Settings › Monitor View | operator | Off | Rotate through the channels you select for the current website. | |
| Cycle subsites | Settings › General Settings › Monitor View | operator | Off | Rotate through selected subsites for the current website. | |
| Across Full Site | Settings › General Settings › Monitor View | operator | On when Cycle subsites is first selected | Include a whole-site view in the subsite rotation. | |
| Cycle websites | Settings › General Settings › Monitor View | operator | Off | Rotate through selected websites available to your account. | |
| Chat customer service duration | Settings › General Settings › Monitor View | operator | 1 hour | Set the period used for service insights, from 1 to 24 hours. |
Permissions
| Permission | Lets you |
|---|---|
| Monitor | Start monitor mode. |
Limits and good to know
- Leave a live show before starting monitor mode.
- Monitor start controls are hidden when the console is embedded in another application.
- Conversion is not offered as a selectable slide in this release.
- Slides take different amounts of time to present; there is no slide-duration control on this screen.
- The display uses your signed-in account. Review the information shown before placing it on a shared screen.
Depends on and works with
+1 more · this feature uses
- Live show broadcastingConflicts
Leave a live show before starting monitor mode.
View all connections as a list
This feature uses
- Roles and permissionsConfigured by
The Monitor role controls starting the display.
- Website, channel and subsite accessConfigured by
Account access determines the websites and channels available for rotation.
- SubsitesEnhances
Subsites provide additional service views in the rotation.
- Service Overview dashboardRelated
WFM and Skills offer interactive workload views alongside the rotating monitor display.
- Basket trackingEnhances
Tracked baskets supply basket information.
- Purchase tracking and sales totalsEnhances
Tracked purchases supply sales information.
- Visitor event rules and actionsConfigured by
Visitor-event rules can select interesting conversations for monitor alerts.
- Operator availability statusRelated
Set yourself Unavailable before starting monitor mode if you should stop receiving work.
- Live show broadcastingConflicts
Leave a live show before starting monitor mode.
Used by
- Operation Analysis of visitor and sales activityEnhances
Monitor View can display the related Operation Analysis graph.
FAQ and troubleshooting
Why is Start Monitor Mode missing?
Your operator needs the Monitor role. The control is also hidden in an embedded console.
Why does INSIDE ask me to select a channel?
Monitor mode needs a current channel before it can start. Select one, then try again.
Why does a website not appear in my rotation list?
The list uses the websites available to your operator account. Ask someone with the Settings role to check your website access.
Why are chats still offered to me?
Monitor mode does not change your availability. Leave the display and change your status before starting it again.
How do I return to the console?
Move the pointer to reveal the monitor controls, then use the exit control. INSIDE reloads the console.