Live Chat ========= Talk to customers in real time from the **customer chat** panel. This feature is **optional**; if you don't see it in the main menu, that means your administrator hasn't enabled it yet. Administrators can learn more :admin-docs:`here `. Overview -------- .. figure:: /images/extras/chat.jpg :alt: Sample view of Customer Chat :align: center +---------------------------------------------------------------------------+ | Chat controls | +===========================+===============================================+ | **1. On/Off** | Enable/disable the chat panel. | | | (When enabled, you will receive notifications | | | for incoming chats.) | +---------------------------+-----------------------------------------------+ | **2. Waiting Customers** | Lists customers awaiting an agent for chat. | | | **Click to answer a pending chat request.** | +---------------------------+-----------------------------------------------+ | **3. Chatting Customers** | Lists customers currently in an ongoing chat | | | session. | +---------------------------+-----------------------------------------------+ | **4. Active Agents** | Lists all agents with chat enabled. | +---------------------------+-----------------------------------------------+ | **5. Settings** | Click for chat configuration options (*e.g.,* | | | auto-greetings and maximum number of | | | simultaneous chats). | +---------------------------+-----------------------------------------------+ | **6. Count badge** | Displays the number of users in each section. | +---------------------------+-----------------------------------------------+ | **7. Info card** | Hover over for detailed information about the | | | users in each section. | +---------------------------+-----------------------------------------------+ .. warning:: If all agents have the chat panel disabled, customers will **not** be able to initiate a chat. Usage tips * 🔍 Use the :doc:`search bar ` to pull up old chats from the archive anytime. * 📋 Copy & paste **supports 🌄 inline images** as well as plain text. * ⌨️ Live chat supports :admin-docs:`text modules `. * 📝 Chats can be **renamed** or **tagged**, and record technical details about the customer's connection. .. figure:: /images/extras/chat-details.png :alt: Chat details view :align: center :scale: 30% Click on the title at the top of the chat window to edit chat details. Creating a Ticket from a Chat ----------------------------- Once your chat is over, you can create a ticket for it with a single click: .. figure:: /images/extras/chat-create-ticket.jpg :alt: Completed chat window :align: center The **Turn chat into ticket** button appears as soon as the chat is finished. .. figure:: /images/extras/chat-new-ticket-dialog.jpg :alt: New ticket view :align: center A link to the chat is automatically included in the first note on the ticket.