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Join a conversation live

Step into a chat on your website while the visitor is still there.

Joining

  1. Open the alert (email or phone), or tap Open the conversation on a lead.
  2. Tap Offer to join. The visitor is asked whether they would like you to join.
  3. When they say yes, type your replies — they go straight to the visitor.

If you are busy

  1. Do nothing. The assistant never promises you will join. After the wait you chose, it tells the visitor you will call them back.
  2. Change the wait, and when you are told about chats, in Settings → Live chat.

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