Chat on your site, answered from the client record.
A live chat widget for your website, and a shared inbox behind it where the conversation sits next to the account, the open tickets and the history.
The person using the chat widget is already someone you know.
A conversation can be linked to the contact and the account it belongs to, so the agent answering sees the relationship rather than an anonymous session.
Conversations are assigned, carry internal notes the visitor never sees, and can be escalated when they need someone else.
With unread count
Visible to the team only
Handed to someone who can answer
An assistant that can only tell people what you have written.
The AI answering your visitors has access to two things: your knowledge base and the documentation you have imported. It cannot reach anything else in the workspace.
Grounded in your content
Answers come from your published articles and imported documents, not from general knowledge about your industry.
Hands over to a person
Set how long the assistant waits before a human takes the conversation, and it steps back once an agent replies.
Only when you want it
Run it always, or only outside your business hours, so the assistant covers the gap rather than replacing the team.
Match your site, left or right
With your own offline message
Optional, so a reply can follow later
It should look like your site, not like a product you bought.
Set the colours, the position, the welcome message and the placeholder text. Show agent photos and a typing indicator, or keep it plain.
Visitors can send attachments, and outside your business hours the widget says so in your own words instead of going quiet.
The conversation does not end when the chat window closes.
What was said stays on the record, so the next person picking up the relationship has it.
A visitor asks
On any page of your site.
Someone answers
Your team, or the assistant.
It joins the record
Against the contact and account.
It stays useful
Visible to whoever is next.
Answer with the account in front of you.
Live chat in the same workspace as the deals, tickets and invoices behind the question.