FAQs in this section
What must I do when I need help regarding Vtiger CRM?
What is a service contract?
How can I create a service contract?
How do I create a service appointment for a service contract?
Is there a shortcut to create a service contract?
What do you mean by Live Chats?
What is the Live Chats feature in Vtiger CRM?
Who can use the Live Chats feature?
How are Live Chats used in today’s industries?
In which editions of Vtiger CRM is the Live Chats feature available?
What are the benefits of using the Live Chats feature?
What is the Live Chats module?
How do I navigate the Live Chats module?
What is a Private tab in the Vtiger Live Chats module?
How do I install Live Chats feature?
How do I access the Live Chats module?
How do I use the Live Chats?
What social platforms can be integrated with Live Chats?
What are Chat Insights?
What are Chat Ratings and Metrics?
What are Client Ratings and Feedback?
What are Reviewer Ratings and Notes?
What are Chat Metrics?
What kind of metrics can I generate from Live Chats?
If I disable an agent from one tracker, will the agent be disabled from other trackers as well?
What are the benefits of Service Contracts?
How do I create a Work Order from a Service Contract?
Can I export my Service Contracts data in the form of a spreadsheet?
How do I export the Service Contract data into a spreadsheet?
Can I import Service Contracts?
What are the chat statuses the Live Chat displays?
How do I track the Live Chats?
Can I add a BCC field to the emails of a Case?
Can I add a BCC field to the emails of an internal ticket?
How do the Live Chats work?
Table of Contents
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.
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