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How To Add Chat Notes In Live Chat?

Last Updated: May 23, 2026

1) Go to Unified Team Inbox 2)Select the Desired Chat 3)Click on Chat Note(highlight) 4. Start typing the note 5. Click on send(highlight) 6.Click on highlight To check the Chat note. 7. Click on Chat Notes 8. Select the particular Chat note. You can find your Chat note.

How to create Canned Replies and send them via Inbox

Last Updated: May 23, 2026

To create a Canned Reply, follow these steps: To use a Canned Reply in a live chat:

How To Trigger Chatbot From Inbox ?

Last Updated: May 23, 2026

How To See Incoming Messages And Reply To User ?

Last Updated: May 23, 2026

Managing WhatsApp Messages in Team Inbox

How To Create Team Members Or Chat Operators ?

Last Updated: May 23, 2026

Adding a New Team Member The team member will receive an email to verify their email address, enabling them to log in and access the platform.

How To Create Role And Permissions For Team Members ?

Last Updated: May 23, 2026

Creating User Roles