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User guide
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User guide
Respond to a chat and link it to a contact
Updated on 13 Dec 2021
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.
You can link a chat to a contact or company
Learn how to respond to a chat and link it to a contact by following the step-by-step guides below:
- Respond to a chat
- Link chat to SuperOffice contact
Create a new company and contact
If a customer is not found in the SuperOffice CRM database, you can create a new contact and company in the side panel.
- Add customer to SuperOffice
You can add a new contact to SuperOffice CRM through the sidepanel
Related:
- Create a quick reply - Help file
- Create request in chat - Help file
- Transfer a chat to another agent - Help file
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