How do the Live Chats work?

From the Live Chats conversation window, you can:

Respond to direct messages from Twitter, Facebook, and Instagram.
Generate contacts and leads
Look up CRM records for information
Track chat conversations
Upload and share documents
Generate insights and reports for support

Apart from customer conversations, you can also do the following from the Live Chat window: Contact and lead capture - Generate leads or create contacts when someone visits your website and is interested in the product.
Display CRM records - Access CRM records related to the customer you are chatting with.
Chat tracking and assignment - Track the chats handled by your team and assign them by creating cases if required.
Knowledge Base - Use Knowledge Base to send help articles and FAQs to the customers to help them find CRM solutions.
Reporting and analytics - Generate reports and analyze team performance with chat insights.
To use Live Chats, you will need to install the Vtiger Live Chat add-on from the Vtiger Extension store.

 

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How do the Live Chats work?

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