Working with Salesmate Chats
- Manage Salesmate Chat licenses
- Chat Permissions
- Allow Users to view Chat Conversations & Events (Read-Only mode)
- Chat filters and counts
- Ignore internal email addresses
- Manage group conversations
- Share Chat Transcript with your customers
- Download Chat Transcript
- View Recent Conversations and Recent Page Views
- Email Forwarding to Chat Inbox
- Track Custom Events
- View Associated Conversations in Company Layout
- Creating and Managing Canned Responses
- Search and Filter the conversations
- Tagging the conversations
- Send Outbound Chat to the Contact
- Start conversations via email
- Make conversations via email
- How to link a deal with the conversation?
- View Teammates Availability
- Bulk operations for chat conversations
- Link or Unlink Contact from the Chat Conversation
- Sort the conversations
- Snooze a conversation
- Prioritize the conversations
- Set Away Mode
- Assign conversation to user or a team
- Using notes and mentions inside Chat conversations
- How to delete a reply/note in Salesmate Chat?