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 use the 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?
How do I track the Live Chats?
What social platforms can be integrated with Live Chats?
Table of Contents
Live Chats in Vtiger CRM can be integrated with social platforms like Instagram and Twitter.
Twitter DM Integration
You can integrate your Twitter account with the Live Chat feature in Vtiger CRM for direct messaging.
If you are a Twitter user, the Twitter DM integration allows you to respond to Twitter DM conversations directly from the Live Chat window in the CRM.
To use and respond to Twitter direct messaging in the Live Chat window, you must:
Instagram DM Integration
Vtiger CRM lets you integrate your Instagram account with the Live Chats Add-on for direct messaging.
To use and respond to Instagram direct messaging in the Live Chat window, you must:
Once you integrate the Instagram account successfully, the Instagram DM icon will be visible in the conversation window in the Live Chat console. To know more about Twitter DM integration with Vtiger CRM, click here.
Twitter DM Integration
You can integrate your Twitter account with the Live Chat feature in Vtiger CRM for direct messaging.
If you are a Twitter user, the Twitter DM integration allows you to respond to Twitter DM conversations directly from the Live Chat window in the CRM.
To use and respond to Twitter direct messaging in the Live Chat window, you must:
- Have a Twitter business account.
- Integrate your Twitter account in the Vtiger Social module.
- Enable the Twitter user in the Websense Widget in the CRM.
Instagram DM Integration
Vtiger CRM lets you integrate your Instagram account with the Live Chats Add-on for direct messaging.
To use and respond to Instagram direct messaging in the Live Chat window, you must:
- Have a Facebook business page.
- Have an Instagram Professional account.
- Integrate your Instagram account in the Vtiger Social module.
Once you integrate the Instagram account successfully, the Instagram DM icon will be visible in the conversation window in the Live Chat console. To know more about Twitter DM integration with Vtiger CRM, click here.
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