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Help Desk

Help desk university – Part 1 – Chat invitations

Andrej Csizmadia

Andrej Csizmadia


Last modified on December 30, 2021 at 12:50 pm

Be proactive – invite your customers to chat from the chats overview screen!

First, you need to create a chat invitation. It’s quite easy. Have a look at our instructional video or check out this knowledge base article.

Worried that your customers may be lost on your site? Use this feature to invite them to chat with you! It’s super easy, and can be done with one click.

Chat invitation gallery
Proactive chat invitation example

After you login to your agent panel, navigate to chats, then chat overview. There you can see an overview of  your customers or potential customers browsing through your website. See someone on the pricing page? Someone’s looking at your trial page? Invite them to chat with you. Just click the “hand” icon right next to them and choose invite.

Help desk chat invitations2 gif
Chat overview

Don’t forget that proactive chat invitations work the other way around as well. Your customers will be prompted to start a live chat when they visit the URL where you have this function activated.

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