What is Live Chat on the platform?
Live Chat
Live Chat is a real-time messaging feature that lets your team respond to customer inquiries instantly from within the platform. It’s designed for handling support tickets, pre-sale questions, and general inquiries—reducing wait times and increasing customer satisfaction.
When to Use Live Chat
Use Live Chat to:
- Answer product or service questions in real time
- Troubleshoot user issues instantly
- Assist leads with time-sensitive requests
- Escalate conversations to another team or channel (if needed)
Prerequisites
- You must be logged into the platform with agent or admin permissions
- Customers must initiate a chat through a web widget, WhatsApp, or a connected channel
- Your team must be available online to handle live chat sessions
How to Access and Use Live Chat
- Log in to your admin or agent dashboard.
- Navigate to the Inbox or Live Chat tab in the sidebar.
- Select a chat session under “New” or “Open” chats.
- Type your response in the reply box and hit Send.
- Use Quick Replies, Tags, or Transfer options as needed.
What Happens After You Chat
- The conversation stays logged in your system as a ticket or transcript.
- You can assign tags, close the chat, or escalate to other teams (e.g., via email or WhatsApp follow-up).
- Chat metrics like response time and resolution rate are tracked automatically.
Limitations & Tips
- Live Chat is only available during your set business hours
- If no agents are online, customers may see an offline form or chatbot fallback
- Agents can only handle a limited number of chats at once (varies by setup)
Related FAQs
- How to Set Business Hours for Live Chat
- How to Assign Chats to Teammates Automatically
- What Happens When No One Is Online in Live Chat?
Updated on: 21/09/2025