Live Chat

The Live Chat feature allows you to communicate with leads directly from the CRM module.

You can select a contact and chat just like a normal WhatsApp conversation within the 24-hour free messaging window after either the business or the customer initiates the conversation.

This helps businesses manage customer communication quickly and efficiently without leaving the CRM module.

Features

• Send and receive messages in real time
• Continue conversations directly from CRM
• Manage customer communication from a single screen

Actions Available Inside Live Chat

By selecting a particular contact inside Live Chat, you can perform multiple CRM actions without leaving the chat window.

Audience Groups

Add the contact to audience groups for better contact organization and targeted campaigns.

Tags

Assign tags to categorize and filter contacts easily.

CRM Stages

Add or move contacts between CRM stages based on their progress in the sales pipeline.

Follow-Up Scheduling

Set follow-up dates and times to ensure timely communication with leads.

Assign Agents

Assign contacts to specific agents for better lead management and accountability.

Notes

Add internal notes related to the contact for future reference and team collaboration.

Purpose

The Live Chat feature helps businesses manage conversations, organize leads, and perform CRM actions from one place, making customer handling faster and more efficient.