Customers who do not have the availability to speak on the phone may to choose to talk to one of your employees via the 'Live Chat' feature.
Customers can access live chat both from your website, as well as their own 'Customer Portal' once they receive an estimate from your company.
When a customer clicks the live chat button from either locations mentioned above, a 'Live Chat Request' notification will populate on the left side in your system.
There will be a clickable 'Accept' button that you may select when you are available to talk. (as shown below).
Once you click 'Accept', a new messenger window will populate on the bottom left hand side of your screen where you can then start chatting with the customer.
While chatting with a customer, you may minimize the chat window at any time by clicking the button that looks like a little line next to the 'X'. If you accidentally close the chat window while still chatting with a customer, a 'New Message' notification will appear on the left hand side of your screen once they send you a message.