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 :admin-docs:`chat channel admin documentation `. Overview -------- .. figure:: /images/extras/chat/chat.jpg :alt: Screenshot shows chat UI with labeled elements. :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 :ref:`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 :doc:`text modules `. - Chats can be renamed or tagged - Chats record technical details about the customer's connection. .. figure:: /images/extras/chat/chat-details.png :alt: Screenshot shows chat details of an opened chat. :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/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/chat-new-ticket-dialog.jpg :alt: New ticket view :align: center A link to the chat is automatically included in the first article of the ticket.