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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?