Set Up Live Chat
Chat settings control how the website chat experience introduces itself, collects visitor details, and reaches your team.
Where to find it: Admin → Settings → Chat
What to do
- Review the chat availability and visitor-facing message.
- Configure the pre-chat information you genuinely need.
- Set the notification and handling options shown.
- Open the public site in a private window and start a test chat.
- Confirm the conversation appears in Chat or Inbox.
Good to know
- Keep the opening message short and set realistic response expectations.
- Do not collect sensitive information in a general chat form.
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