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Managing incoming Live Chat conversations

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When a website visitor requests live chat, you respond directly from the Chatlogs panel. This article covers how to find active conversations, receive notifications, set your operator identity, and manage per-chatbot notification preferences.

Accessing live chats

Live chat conversations appear alongside regular chatbot conversations in the Chatlogs tab. A visitor may start with the AI chatbot and then request a live operator mid-conversation.

Select your chatbot and click the Chatlogs tab.

Chatlogs tab highlighted in the bot navigation

Active conversations waiting for an operator are marked with a blinking live chat icon in the conversation list. Click any active conversation to open it and begin exchanging messages with the visitor in real time.

When a live chat starts, the visitor's details from the pre-chat form - their name and email - are shown in the transcript right at the point the session began, so you can see who you are talking to without leaving the conversation. They stay there when you reopen the conversation later. The Client details panel on the right shows the same information for the visitor as a whole.

While the live chat is active:

  • The message input is enabled so you can type and send replies
  • A typing indicator shows when the visitor is typing
  • You can close the live chat session at any time using the close button in the chat header

Once you close the session (or it times out), the conversation returns to AI-only mode and the message input is disabled.

Live chat notifications

When a visitor starts a new live chat or sends a message in an active session, a notification appears on the bell icon in the top-right corner of the dashboard. The badge count shows how many conversations need attention.

Notification bell with dropdown|width=30

The dropdown groups notifications into two categories:

  • New Live Chats - Not Answered Yet - sessions where no operator has joined
  • Live Chats - New Messages - sessions where the visitor sent a new message

Click any notification to jump directly to that conversation in the Chatlogs panel.

Setting up your operator name and avatar

Go to Account Settings > Live Chat User Settings.

Live Chat User Settings page

Enter your name or nickname and optionally upload a custom avatar. These are displayed to visitors during live chat conversations and appear in the chatlogs history.

A missing avatar uses the default headphones icon. Set your display name separately; omitting an avatar does not replace a saved name.

Click Update Live Chat User Settings to save.

Enabling browser notifications

Go to Account Settings > Live Chat Notifications.

Live Chat Notification Settings with Enable browser notifications button highlighted

Click Enable browser notifications to receive desktop alerts with sound when a live chat starts or a new message arrives. If your browser shows the notification status as "disabled", click the button to grant permission.

After enabling, you will receive a sound alert and a system notification you can click to jump directly to the ChatLab window.

Delivery depends on browser and operating-system notification permissions. Configure Push notifications on this page if you need alerts when the app tab is closed.

Per-chatbot notification preferences

On the same Account Settings > Live Chat Notifications page, scroll down to the Individual Chatbot Notifications section. Toggle notifications on or off for each chatbot individually. This includes chatbots shared with you by other users.

Click Save Live Chat notification preferences after making changes.

This is useful when you want to delegate specific chatbots to certain operators. For example, you can disable notifications for chatbots that another team member handles. See Live Chat setup with multiple operators for more details.

Check availability and test

First enable Live Chat on the bot and configure its schedule. If Hide live chat when no operator is available is enabled, operators must keep notifications enabled for that bot and be reachable using the selected presence mode: an open app tab, or an open tab or registered push device. Disabling your bot notifications also removes you from its availability check.

Test with a visitor browser and an operator account: request live chat, open the notification, send a reply and verify it reaches the visitor. End the session and check that the bot can respond again. Notification preferences do not assign exclusive ownership of a conversation.

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