All Collections
Chat
Chat
Offer instant one-to-one support to your customers.
Preview your chat widgetPreview your chat widget's look and feel before it goes live and make sure it's customised exactly how you want it.
Check your chat widget statusCheck your chat widget is functioning on your site and if teams are available to respond to incoming customer messages.
Customise your chat widgetCustomise your Chat widget using our customisation settings, ensuring it fits your site's design and provides a great user experience.
Add your Chat widget to a websiteEmbed your Chat widget on your site by inserting the auto-generated code we provide you into your site's source code.
Add your Chat widget to a page or formCopy and paste the auto-generated code to your page's tracking code input box to make the Chat widget show on your website.
Chat widget auto translationsThe Chat widget automatically translates itself to let your customers interact in their chosen language.
Edit your team nameEdit the name of your Chat team to reflect your identity or desired team dynamics.
Set your automated messagesAutomated messages are messages automatically sent to your chat users at various points throughout the chat timeline.
Set team out-of-hoursLet your visitors know when you're not online.
Add a team picture in ChatYour team picture represents your team in Chat and is visible to your customers – so make sure it's a good one!
Add agents to your teamWith your Chat team ready to go, it's now time to add agents to get things going.
Remove agents from your teamWhen your Chat team has grown too large, or members have moved to other roles, you might need to start removing some agents from the team.
Add Chat teamsAdding multiple teams to Chat lets you create your teams based on different roles.
Delete a Chat teamDelete any additional Chat teams added to your account that you no longer need.
Add or change your Chat profile pictureUse a high-quality profile image for your Chat widget to make a friendlier and more personable impression with your customers.
Manage your chat queueUse chat queue to manage and switch between your chat sessions.
Read and reply to a chat sessionConnect with your visitors and give them the help and support they need.
Add an emoji in a chatEmojis are a great way to add character to your messages. The great news: you can use them in Chat. 🎉
Send a file in a chatUse Chat sessions to send files and attachments directly to your customers.
Send an image in a chatSend images to your customers directly from within a chat session in your account.
Send a form in a chatSend forms for your customers to fill in directly from within a chat session in your account.
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.
Mark a chat session as completeAfter solving your customer's request, it's time to mark your chat session as complete.
View contact details and activity in ChatSee a contact's information and browsing activity.
Set your chat status to available or awaySet your chat status to away to stop being allocated new chats when you're not there.
Turn on browser and email notifications for ChatStay informed about new chat messages that need your attention.
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.
View the message history of a Chat contactSee previous Chat sessions with your contacts.
Turn on and customise the in-app email address requestUse the in-chat email address request to ask your customer for their email address promptly and politely at the start of their chat session.
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.
Export a contact and their chat historyKeep copies of your Chats to record your business's conversations with your customers.
Delete a contact with ChatRemove contacts from your account using Chat.