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Respond to a chat and link it to a contact

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    When a customer sends a query via the chat widget on the website, it’s not only important to respond to it, but also to register it on their Contact card. In this how-to guide, you’ll learn how to respond to a chat and how to link it to a contact in SuperOffice CRM.

    If a customer is not found in the SuperOffice CRM database, you can create a new contact and company in the side panel.

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