Solutions

Four common setups, and the parts of the product each one leans on. These are scenarios, not customer stories.

Agencies running chat for several clients

Each client needs its own page, team and numbers, and none may see another's.

Set up: One client account each, with its own invite link, chat page, banner and time zone.
Day to day: Agents are added to the clients they serve. Each client has its own queue and limits.
Reporting: Per-client reports with the same definitions, ready to share with that client's owner.
Read next: Chat page and branding, Reports

One company, several agents, and a need to know nothing is dropped.

Set up: One account, the agents invited, a limit per agent and single sign-on with your identity provider.
Day to day: Chats spread by workload. A queue with a visible place when it is busy.
Quality: SLA targets, monitors for unanswered chats, ratings with review notes.
Read next: Routing and queue, Team controls

Questions arrive in bursts and often when nobody is there.

Set up: The widget on the shop, a banner for delivery news, and the Shopify connection on request.
After hours: The offline form saves the visitor's message and email, and the team works through them as a list.
Other channels: WhatsApp, Instagram and email on request, arriving in the same inbox.
Read next: Platforms, Integrations

Opening hours matter, and so does what is stored.

Set up: A chat page linked from the booking page, the clinic's time zone, and a banner for holiday hours.
Privacy: Twelve-month retention with automatic removal, and deletion of one person's data on request.
Access: Custom roles so reception sees chats and not reports.
Read next: Security and privacy

Tell us how your team works and we will set up the demo that way.