
Setup
Before you can receive live chat messages, you need a Chat Widget configured in your account.Create a Chat Widget
Go to Sites → Chat Widget and create a new widget. Customize its appearance and behavior, then embed it on your website or CRM pages. For full setup instructions, refer to the Chat Widget article.
Responding to live chat
Find the conversation
In Conversations, use the Quick Filters panel and filter by Last Message Channel → Web Chat Widget to isolate live chat conversations.

Manual actions for live chat
Two special actions are available within live chat conversations:End live chat
End live chat
Click End Live Chat to close the session once the matter has been resolved. This signals to the visitor that the conversation is complete.
Request contact details
Request contact details
Click Request Contact Details to send a form to the visitor, inviting them to share their name, email, and phone number. This opens the door for extended follow-up communication.
Key benefits
- Reduced response times — visitors get answers immediately without waiting for email.
- Higher engagement — personal, conversational interactions increase satisfaction.
- Seamless integration — live chat messages appear in the same inbox as SMS, email, and social messages, keeping your team in one place.
- Customizable widget — match the widget’s look and feel to your brand.
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