Link or Unlink Contact from the Chat Conversation Follow

With the Chat feature, you now have the capability to automatically associate a contact whenever a visitor initiates a chat. Similarly, you can also disassociate a contact from a conversation when necessary

Topics Covered:

• How to Link a Contact
• How to Unlink a Contact

How to Link a Contact

To Link a Contact,

• Navigate to the Conversation Icon on the left menu bar
• Click on the Chats option 

• Select the Chat that you wish to link the Contact for and click on Link Contact
• You can either select a Contact to Link with the Conversation or simply Create a New Contact

How to Unlink a Contact

To Unlink a Contact,

• Navigate to the Conversation Icon on the left menu bar
• Click on the Chats option 

• Select the Chat that you wish to Unlink the Contact
• Go to the Contacts Widget on the right and click on the Actions button
• Select Unlink Contact from the dropdown

• Confirm the Action to continue to disassociate the Contact from the conversation