💬 Live Chat

Real-time customer conversations with CRM integration

📖
Overview

The Live Chat module provides a modern helpdesk-style interface for managing real-time customer conversations through WhatsApp. It includes CRM integration, conversation history, and team collaboration features.

✨
Key Features
  • Real-time message synchronization
  • Conversation history and search
  • Customer profile management
  • Quick reply templates
  • File and media sharing
  • Conversation tagging and categorization
  • Team member assignment
  • Response time tracking
  • Customer satisfaction ratings
  • Multi-device support
🚀
Getting Started
1

Access Live Chat

Navigate to Live Chat from the sidebar menu.

2

View Active Conversations

See all ongoing customer conversations in the left panel.

3

Select a Conversation

Click on any conversation to view the full chat history and customer details.

4

Respond to Customers

Type your message in the input field and send. Use quick replies for common responses.

🎯
Interface Overview

Left Panel - Conversation List

  • Active conversations with unread count
  • Search and filter options
  • Conversation status indicators

Center Panel - Chat Window

  • Full conversation history
  • Message timestamps
  • Media preview
  • Typing indicators

Right Panel - Customer Info

  • Customer profile details
  • Conversation tags
  • Notes and history
  • Quick actions
💡
Best Practices
  • Respond to customers promptly
  • Use quick replies for efficiency
  • Tag conversations for better organization
  • Add notes to customer profiles
  • Monitor response time metrics
  • Assign conversations to appropriate team members
  • Follow up on unresolved conversations
⚙️
Configuration

Customize your Live Chat experience:

  • Quick Replies: Create templates for frequently used responses
  • Auto-Assignment: Automatically assign conversations to team members
  • Notifications: Configure desktop and sound notifications
  • Working Hours: Set your availability schedule
  • Tags: Create custom tags for conversation categorization
⚠️
Important Notes
  • Ensure your WhatsApp device is connected for real-time sync
  • Customer data is stored locally and securely
  • Media files are cached for faster loading
  • Conversation history is preserved across sessions