Chat
Offer instant one-to-one support to your customers.
By Gareth and 1 other2 authors27 articles
Roles and permissions of ChatManage your users' access to Dotdigital Chat and assign the correct permissions to chat agents and admins.
Chat channelsUnderstand more about webchat, SMS chat, and WhatsApp chat.
Assign an SMS number to a chat teamTo use two-way SMS, each of your chat teams needs a dedicated number.
Manage chat agentsAdd and remove agents within your chat teams.
Manage chat teamsChat teams allows you to have different groups of colleagues to handle different kinds of communications.
Edit your team name and pictureAdd a name and picture to display your identity to your visitors in the webchat widget.
Set webchat online hours and automated messagesConfigure settings for when your Chat team is available, and automate welcome and end of chat messages.
Manage your chat queueUse chat queue to manage and switch between your chat sessions.
Read and reply to a chat sessionConnect with your customers and site visitors and give them the help and support they need.
Transfer a chat to another agent or teamIf you've got a question that's better suited to another agent or team, you can transfer the chat session to them directly.
Chat quick repliesReply to users more quickly and efficiently with pre-written chat messages.
Complete chatsAfter solving your customer's request, it's time to mark your chat session as complete.
Turn on browser and email notifications for ChatStay informed about new chat messages that need your attention.
View contact details in chatSee information about a contact you’re chatting with.
Add a Chat user as a contactIf a customer gives you their personal information, you can add them as a new contact or link them to an existing contact in your account.
Link a chat session to an existing contactBuild up the information you store against your contacts by linking them to their chat sessions.
Export a contact and their chat historyKeep copies of your Chats to record your business's conversations with your customers.
Verify an email address received in chatCheck the email address you received in a Chat genuinely belongs to the customer.
Chat verification security and complianceLearn all you need to know about verification and security for email addresses received in a chat session.
Delete a contact with ChatRemove contacts from your account using chat.