Within Teamwork Desk, your customers can
use live chat to instantly message your
team to resolve issues and provide
information in real time.
Note: The Live Chat feature is available on Pro subscriptions and above.
Once live chat has been enabled and set up on
individual Help Docs sites on your account,
your customers will see an additional live
chat contact option in the embeddable contact
form
widget.
Customers will need to click the
help icon to open the widget.
When a customer selects the Chat option, they will be prompted
to enter an email
address. This is required in order to start a
conversation.
Following email entry, the customer
can type their query in the live chat message
field and click the send arrow or press
Enter on their keyboard
to submit the message.
Customers can also use the paperclip
icon in the message field to browse and
attach a local file to their
replies
Note: There
is a maximum file size limit
of 20MB for
attachments.
Once
the
conversation
has completed,
the customer
can use the
exit door icon in the
top right of the
chat window to leave
the
conversation.
They
will
receive a confirmation alert to end the
chat, which will also display the
email address
a chat
transcript
will be sent
to.
For more information,
see: Using Live Chat