After activating the live chat, sending invitations to your agents, and logging into the live chat, we proceed to learn how to:

  • Starting a new conversation: Send a new SMS message or WhatsApp template directly to existing users or leads.
  • Assign a Conversation: Redirect the conversation towards the most appropriate Agent or Team within your company who can provide the most effective assistance.
  • Mention and Create an Internal Note: Include an internal note in the conversation and @mention any of your agents, ensuring they receive immediate notification and are directed to that specific conversation.
  • Create and assign a Tag: Tags is a handy LiveChat’s feature that allows categorizing and organizing chats so they can be easily found.