FAQs in this section
What are Live Chats?
Is Live Chats available in the Sales Professional edition?
How do I install Live Chats module?
How do I activate the Live chat widget on my website?
What is the importance of the Live Chat widget?
What is the Live Chat console?
What is the green tick mark beside the client's photo?
What actions can an agent take in the chat window?
Can I see the location of the client in the Live Chat console?
What are transcripts? Where do I find it?
How do I go back to the Live chat console from List View?
Who are agents in Live Chats?
Do I get a link to the chat record?
How do I add a case from a chat?
Can I add a deal from a chat?
What does One View in Live Chats show?
How do I track the performance of my agents?
How do I see a client's feedback?
How do I, as a reviewer, give feedback to the agents?
Where do I see a chat's metrics?
What metrics of Live Chats do I see from the Reports module?
Is the Live Chats module available by default in the CRM?
What are the main features of the Live Chat widget?
Why do I configure the Live Chat widget?
Why am I seeing a smiley beside the chat number?
How do I send a transcript to the client?
Who are the clients in Live Chats?
What is a Tracker code in Live Chats?
What do Pages Visited show in Live Chats?
Can the customers automatically view answers in the widget?
I can see green dots next to a client's name. What does this mean?
What do the numbers in a chat list indicate?
How do I know the source of the customer?
What is the difference between the Busy and Offline statuses of an agent?
Can an agent transfer their chat to another agent?
Can an agent view the chats assigned to another agent?
What happens when an agent goes offline?
What is the difference between the New and Open status of a chat?
How do I know when a client replies to me?
How do I add a tag to a chat record?
What does the bulb icon do in Live Chats?
What are the tick marks in the chat window?
Can I send images to the client from the chat window?
Can I open an active chat in a new tab?
How do I send images to the client from the chat window?
Why do I integrate Facebook with Live Chats?
I have a Facebook account, is that enough for Live Chats?
How do I configure Facebook's integration with Web Chats?
How do I check whether the Facebook integration with Live Chats is working?
How do I activate Webchats?
How do I keep a chat conversation open without closing it?

How do I customize the live chat widget to my needs?

Follow these steps to configure live chat widgets: 
  1. Login to your CRM instance.
  2. Click on your profile picture in the right corner of the screen.
  3. Click the Settings button.
  4. Select Widgets under Websense.
  5. Select the tracker of your choice.
  6. Select the widget.
  7. Customize the labels and text messages in the General tab.
  8. Assign agents who will be responding to your clients in the Agents tab.
  9. Connect your Facebook page so that all the messages are diverted to Live chats in the Facebook tab.
Note: You can also configure the widget by going to Settings > Websense > Trackers. Hover over a tracker record and click the Configure widgets button.

To learn more about Widgets, click here.
To learn more about Live Chats, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube