Chat
6 docs
Activate Chat for Staff and Customers
Last Updated: 10 November 2026Switch on Chat so staff can message each other and customers can chat with you.
Enable Chat for Customers in Customer Portal
Last Updated: 10 November 2026Let customers chat with you from the Customer Portal and choose how the chat button looks.
Send Chat Message to Staff Member
Last Updated: 10 November 2026Chat with other staff members from the Chat page or the floating chat widget.
Send Chat Message to Customer
Last Updated: 10 November 2026Chat with a customer contact from the Customers tab of the Chat page.
Chat Canned Responses and Tags
Last Updated: 10 November 2026Save quick replies staff can insert with a shortcut, and manage the tags used to sort chat conversations.
Add Live Chat to Your Website
Last Updated: 10 November 2026Put a chat bubble on your website so visitors can message you, and answer them from the Visitors tab.