Live Chat Agent

The Live Chat Agent module allows you to track and review chat activity across your organization in real time.

Navigation

1. Click Tasks in the top navigation menu.
2. Select Live Chat Agent from the dropdown list.

How to Enable

1. Enable Company Setting

1. Go to Site Admin → Customization.
2. Find the Live Chat setting.
3. Enable Live Chat.
4. Save the changes.

2. Enable Role Permission

1. Go to Master Data → Users.
2. Open the required user.
3. Go to Role and Permissions.
4. Enable Chat Agent Permission.
5. Save the changes.

Overview

Live Chat Agent centralizes all employee live chat interactions, giving you full visibility into ongoing and past sessions.

Key Information Displayed

• View: Open the details of a specific chat session.
• Sr. No.: Serial number assigned to the log entry.
• Started At: The date and time the chat session began.
• User ID & User Name: Identifiers for the user involved in the conversation.
• Email & Phone: Contact details associated with the account.
• Closed At: The date and time the chat ended.
• IP Address: Network address used during the session.
• Active?: Indicates whether the chat is currently ongoing or closed.