Following Up on Chats
Website chat tells you in the bell when a visitor needs a person, when the knowledge base had no answer, and when someone leaves contact details. Everything else you follow in the 'Website chat' tab in Operations.
Notifications go to everyone whose role includes the 'Website Chat' permission. They appear in the bell at the top of the dashboard, not by email: the widget answers without approval, so no reply is waiting on you.
- Open Operations and select 'Website chat'.
- In 'Conversations', check the newest rows and any 'With a person' or 'Paused' badges.
- In 'Insights', look for new unanswered questions.
- In 'Leads', click a visitor's email to write to them, or use 'Export CSV' to move them into your own tools.
While the Conversations view is open it refreshes itself as visitors write, so new chats appear without reloading the page.