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Tagging Contacts & Conversations


How to Outbound Dial & Send SMS Messages


Creating and Using Shortcuts for Live Chat


Navigating the Conversation Window & Timeline


Live Dashboard


Inserting Apps into a Chat


Using Screen Share During Conversations


Accepting & Responding to Incoming Chat Conversations


How to Merge Contacts and Conversations


Creating Segments and Campaigns


How to Snooze Contacts and Conversations


Social Media Share Links


Merging Your Social Media Contacts


Agent Audio and Video Troubleshooting Guide


FAQ: Can I take notes during a conversation?


FAQ: How do I route conversations to departments and agents?


FAQ: How do I send and receive chat transcripts?


FAQ: How do I prevent visitors from making video/audio calls?


FAQ: How do I test out the features I built?