Connect Webchat training for AdviceLine

Use this page for training advisers to use the Connect Webchat system. You can send messages from the client’s perspective to let advisers practice using the system and giving advice on webchat.

Messages sent from these training pages will only go to the Training Environment - starting chats on any other page may go through to the live chat service.

To start training, follow these steps:

1. Your adviser should log into Connect Webchat through Okta and set their status to ‘Available’

2. You can then click on the Webchat icon at the bottom right of this page to begin a chat

3. You’ll be asked the same pre-chat survey questions a client would see, fill in some basic details and you’ll join a training queue 

You don’t need to use your real details but we recommend using your office’s own postcode if it’s asked for.

Please note: Other advisers might be using the training system at the same time. If you or your adviser end up speaking to someone else, you can send a quick message to explain what’s happened and then end the conversation. You should try again until you are matched with your own adviser.

You can use these example scenarios to explore the features that Connect Webchat offers. For more information on how to use the platform, check out the chat training and support intranet pages.