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Tagging Contacts & Conversations


How to Outbound Dial & Send SMS Messages


Creating and Using Shortcuts for Live Chat


How to Merge Contacts & Conversations


Navigating the Conversation Window & Timeline


Inserting Apps into a Chat


Using Screen Share During Conversations


Accepting & Responding to Incoming Chat Conversations


Creating Segments and Campaigns


How to Snooze Contacts and Conversations


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?