Getting started with live chat

Getting started with live chat

The chat widget in the corner is the fastest way to an answer — no login, no form.

Your first chat

1. Click the widget.
2. Ask a real question — specific beats "help".
3. You get an instant answer from this knowledge base, or a live person if the team is online.

What happens next

• Answered? Done — nothing to track.
• Not answered and nobody is free? The transcript becomes a ticket automatically; you get the number. See How chat handoff works.
• Transcript email arrives when the conversation ends.

When not to use chat

Approvals, account changes, disputes — anything needing an audit trail goes through tickets.

That is the whole learning curve. See Product guide: live chat for the power-user version.