Inbox
Use Tags in Live Chat for Better Management
Last Updated: May 26, 2026How to Create a Tag 1. Go to CRM → Live Chat 2. Click Add Tag (top right) 3. Enter a clear Tag Name (e.g., Hot Lead, Follow-Up, Support) 4. Select a Color (predefined or custom hex code) 5. Preview the tag → Click Add 6. Click Save Changes You can also edit or delete...
Create And Use Filters to Manage Chats
Last Updated: June 2, 20261. Go to CRM → Live Chat 2. Click the Filters option (top right) 3. Choose Filter Type: 4. Enter a Filter Name (for permanent filters) 5. Set Assignment Conditions 6. Select Chat Type 7. Choose Chat Status 8. Select Conversation State 9. Filter by Chatbot Status 10. (Optional) Set filter as Default → Click...
Inbox Walkthrough
Last Updated: June 2, 20261. Go to CRM → Live Chat from the left menu 2. Open any chat to view the conversation 3. Check Session Status 4. Use Three Dots (⋮) to: 5. Manage Tags & Filters 6. Switch between Departments & Assigned Chats 7. Send Messages 8. View Customer Details (Right Panel) 9. Schedule Messages 10. Bulk...