Chat Manager Guide
    • 07 May 2024
    • 1 Minute to read
    • Contributors
    • PDF

    Chat Manager Guide

    • PDF

    Article summary

    The Chat Manager provides comprehensive tools to view and respond to chats.

    Access Chat Manager

    1. Go to Utilities → Chat Manager.

    Chat Inbox

    The Chat Inbox provides a filter to control the displayed information.

    Image Displays Chat Inbox

    Chat Statuses

    The status of chats is defined by user actions.

    • NEW: Indicates an unengaged chat.

    • READ: Indicates that an agent has read the chat.

    • REPLIED: Indicates an engaged chat.

    Respond to a Chat

    1. Click on a chat message.

    2. You will be redirected to the Chat Logs screen on the account.

    3. Click Join Chat.

    4. Compose your message.

    5. Click Send.

    The Chat logs will display chat communications.

    GIF Demonstrates Steps 1-5

    Chat Search

    Chat search allows you to locate chats.

    1. Go to Utilities → Chat Search.

    2. Enter data, click Search.

    Image Displays Chat Search Screen

    Chat Search Tips

    See Using Wildcards in Search for additional information.


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