Access with purpose
Give people permissions appropriate to their roles.
Build responsible customer communication around appropriate access and thoughtful data handling. Combine workspace controls with clear team practices.
Give people permissions appropriate to their roles.
Define what belongs in chat and where sensitive requests should go.
Check access, integrations, and internal processes as the business changes.
Build responsible customer communication around appropriate access and thoughtful data handling. Combine workspace controls with clear team practices.
Connect this capability with your team’s existing service approach. Decide who owns the next step, keep the customer informed, and review the experience together as your operation grows.
A business keeps payment credentials out of chat and directs sensitive account actions into approved authenticated channels.
Good support moves the conversation forward. ↗Begin with a clear purpose and the information your team needs.
Choose settings and responsibilities that fit the way your business operates.
Review the experience with a realistic example before expanding your setup.
It is intended for teams that want a more organized customer experience. Start with the use case described above and confirm the plan and configuration that fit your workflow.
Use this capability alongside your shared inbox, team ownership, and customer context. The goal is a connected experience rather than another isolated tool.
Try the demonstration chat on this site and explore the interface previews. Contact the team to discuss the configuration and production capabilities your business requires.
Bring key preferences into an organized place so the customer experience matches your operation. Configure deliberately and keep ownership clear.
Explore →Make it easy to understand when your team is available. A clear schedule and a helpful offline message keep the experience considerate outside business hours.
Explore →Define which websites should use your chat experience. Domain controls keep deployment intentional across production sites, subdomains, and testing environments.
Explore →Make your next conversation a reason to choose you.