Live Chat introduction
Learn how to access the core Live Chat tools for conversations, inbox management, dashboards, and preferences.
Use Live Chat to manage customer conversations, monitor team performance, and configure inbox workflows from one workspace. This section covers everything from starting a conversation to configuring dashboards and preferences.
Who this is for
This section is for support agents, team leads, and Workspace administrators managing live customer conversations.
Before you begin
- You need an active Workspace with Live Chat enabled, and a user account with the appropriate agent or admin role.
Find your task
| I want to... | Go to |
|---|---|
| ↳ How Live Chat works | How Live Chat works |
| ↳ Multi-Factor Authentication | Multi-Factor Authentication |
| ↳ Start Conversation | Start Conversation |
| Learn how Live Chat works / get set up | Initial Setup |
| Manage my inbox and conversations | Inbox Management |
| ↳ Agent Status | Agent Status |
| ↳ All Conversations | All Conversations |
| ↳ Event Logs | Event Logs |
| ↳ Mentions & Internal Notes | Mentions & Internal Notes |
| ↳ New Message Indicators and Notification Features | New Message Indicators and Notification Features |
| ↳ New conversation | New conversation |
| ↳ Search Bar and Filter | Search Bar and Filter |
| ↳ Unassigned Conversations | Unassigned Conversations |
| ↳ Your Inbox | Your Inbox |
| Configure inbox preferences | Inbox Preferences |
| ↳ Automatic Away Mode | Automatic Away Mode |
| ↳ Automatic Replies | Automatic Replies |
| ↳ Contact Data | Contact Data |
| ↳ Conversation Attributes | Conversation Attributes |
| ↳ Create and manage tags | Create and manage tags |
| ↳ General Settings | General Settings |
| ↳ Live Chat dashboard preferences | Live Chat dashboard preferences |
| ↳ Office Hours | Office Hours |
| ↳ Quick Replies | Quick Replies |
| ↳ Senders | Senders |
| ↳ Teams | Teams |
| Integrate the chatbot with Live Chat | Integrate Chatbot with Live Chat |
| Monitor performance dashboards | Live Chat dashboard |
| ↳ Agents dashboard | Agents dashboard |
| ↳ Conversations dashboard | Conversations dashboard |
| ↳ Performance dashboard | Performance dashboard |
This section is configured entirely through the platform UI — see the Developer guide introduction if you're integrating with the platform via API.
Updated 9 days ago