Live Chat with Clients
Real-time chat between your team and your clients.
Overview
Live chat is the fast lane for client questions that do not warrant a ticket. Clients open it from their portal, you answer from the workspace, and a conversation can be handed to whoever is best placed to help.
What You Can Do
Conversation list
With client online indicators
Start a conversation
Reach out first when you need to
Send, edit, delete
Manage messages in the thread
Reactions
React to a client message
Typing indicators
See when the client is writing
Transfer conversation
Hand it to another team member
Search in conversation
Find what was agreed earlier
Details sidebar
Context on who you are talking to
Route:
/live-chat — clients use the same chat from their portal.
Tips & Best Practices
Move anything with a deliverable attached out of live chat and onto the order or a ticket. Chat is where decisions get lost.