Live Chat with Clientish Support

2 min read

Chat with the Clientish support team: messages, files, reactions, search and the details panel.

Live Chat in the Clientish Portal is a direct chat between you and the Clientish support team.

Overview

This guide covers sending messages and files, working with messages, and the details panel.

Who Can Access

Agency Admin

Step-by-Step Guide

  1. Open Live Chat

    Go to Live Chat in the Clientish Portal. Your conversation with Clientish Support is the only one in the list. A green dot and Online mean support is there now.

    Live Chat with Clientish Support: conversation list, messages, reactions and the message box
  2. Send a message

    Type in the box and press Enter or click Send. Use the toolbar for bold, italics and lists, the smiley for emoji and the paper clip to send a file.

  3. Work with a message

    Hover a message to reply to it, react with an emoji or copy it. On your own messages you can also edit or delete.

  4. Search and refresh

    Use the magnifier in the chat header to search the conversation. The arrows button refreshes it, though new messages arrive on their own.

Conversation Details

Click the panel button in the chat header to show or hide the details. It shows whether support is online, how many messages each side sent, and when the chat started. From there you can copy the support email, email support, open a ticket or view your tickets.

Conversation details panel with support status, message counts and options to email support or open a ticket

Frequently Asked Questions

What if support is offline?⌄
Send your message anyway. Support sees it when they are back, and you get a notification when they reply.
Chat or ticket?⌄
Chat suits a quick question. Open a ticket for anything that needs investigating, so it gets a reply-by time and a written record.