Activate Chat for Staff and Customers

1. Click Settings, open Comms and click Chat.
2. Click the switch next to the Chat heading to turn it on.
   
3. Click Save Settings.
4. The chat settings tabs appear: General, Customer Chat, Website Chat, Canned Responses, Tags, AI Settings and Danger Zone.
   
5. On the General tab, choose where chat is available and how staff are notified:
   • Customer Portal Chat: Enable Customer Chat and AI assistant options. See Enable Chat for Customers in Customer Portal.
   • Website Chat: Enable Website Chat and AI assistant options. See Add Live Chat to Your Website.
   • Notifications: Enable Pusher Integration (real-time messages), Show Floating Chat Widget on all admin pages, and Desktop Notifications.
6. Click Save Settings.

Once chat is on, you’ll see Chat under Comms in the sidebar, a chat icon in the header and the floating chat widget.

Danger Zone

The Danger Zone tab lets you delete old conversations: staff history, client history, group history, AI chatbot conversations, or everything.

Note: anything deleted in the Danger Zone can’t be recovered.

To turn chat off again, click the switch next to Chat and click Save Settings.