1. Go to CRM → Live Chat from the left menu
2. Open any chat to view the conversation
3. Check Session Status
- 🟢 Green icon = 24-hour session active
- 🔴 Red icon = Session closed (template message required)
4. Use Three Dots (⋮) to:
- Add Tags
- Mark Done / Close / Unread
- Pause Automation
- Transfer Chat
- Archive / Block / Delete
5. Manage Tags & Filters
- Create tags with icon & color
- Use Permanent or Temporary Filters
6. Switch between Departments & Assigned Chats
7. Send Messages
- Type text, emojis, attachments
- Works only when session is active
8. View Customer Details (Right Panel)
- Profile Info
- Super Fields (custom data)
- Notes (internal only)
- Remarks (follow-ups/status)
9. Schedule Messages
- View upcoming or processed scheduled chats
10. Bulk Actions
- Select multiple chats → Transfer to agent/department
11. Check Message Info
- View delivery status
- See error reasons for failed messages
12. Live Chat helps manage all WhatsApp conversations from one place with tags, filters, and automation