Web Chat

Objective

Manage web chat conversations embedded in websites.

Access

Sidebar -> Web Chat Path: /app/{tenant}/conversations

Roles

• owner, admin, agent

Prerequisites

• An agent with Web Chat channel enabled.
• Widget installed on your site (see web chat widget).

Conversation list

In the main view you can:

• Filter by status: active, closed, archived.
• Open a conversation with View.

Data displayed:

• Name of the visitor (or Anonymous Visitor)
• Email or visitor_id
• Agent assigned
• Date and time

Conversation detail

Path: /app/{tenant}/conversations/{id}

Actions:

• Send message (input + Send)
• Transfer to Human
• Close (if status active)
• Archive (if status closed)

Notes:

• The panel updates every few seconds.
• Messages show if they used RAG or SQL.

Good practices

• Use Transfer to Human when the user requests it.
• Close the conversation when the topic is resolved.

Screenshot

Related

• Web Chat Widget (Embed) (widget installation)