Product guide: live chat

Updated 10/19/2026

Product guide: live chat

The chat widget is the fastest path to an answer — when it is the right tool.

What it is good at

  • Instant answers from the published knowledge base, any hour.
  • Quick handoff to a human when the team is online.
  • Clean records — the full transcript is emailed when the conversation ends, and anything unresolved becomes a ticket automatically.

What it is not

Chat is not the lane for account changes, billing disputes, or anything needing an audit trail — those go through tickets, where history and approvals live.

Tips

  • Ask a specific question; the widget matches better than "help".
  • If the suggested article is close but not exact, say so — near-misses tell us what article to write next.
  • Need a person? Type "agent" and we will take the thread live if someone is free.

Related: What the chat widget covers.

Product guides / Product guide: live chat

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