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 do the Live Chats work?
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 track 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?
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 I use the Live Chats?

Follow these steps to use the Live Chats:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Help Center.
  4. Click Live Chats. The Live Chats window appears.
  5. Select I’m Available to start receiving chats.
  6. Click the required chat from the list. 
  7. Enter the appropriate response in the Reply tab.
    1. Click Rephrase to rephrase the response.
    2. Click Attachment to attach files.
    3. Use the Private tab to send confidential responses. 
  8. Click Send.

Note: If no agent is online or available to respond to a live chat, it is considered an offline chat, and a case is created containing the chat transcript.
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