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 in the chat channel admin documentation.
Overview¶
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 search bar to pull up old chats from the archive anytime.
Inline images are supported by copy & paste as well as plain text.
You can use text modules.
Chats can be renamed or tagged
Chats record technical details about the customer’s connection.
Click on the title at the top of the chat window to edit chat details.¶
