Workflow

Live visitor chat

Open chat threads, exchange messages, manage unread counts and close conversations.

14 connected guidesLive filterPermission-aware instructions
14 guides
Category

Visitor Intelligence & Live Engagement

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Use the top-bar visitor chat icon

Open unread visitor conversations from the administrator navbar.

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Read the unread chat badge

The badge is populated by the unread JSON endpoint.

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Open a chat thread

Open or create a thread for an eligible session.

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Read chat history

Review recent admin, visitor and system messages.

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Understand chat message history limit

The supplied flow retrieves approximately the newest 200 messages.

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Send an administrator chat message

Enter a message and submit it to the open thread.

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Understand administrator message validation

Messages are stripped of tags and must be 1–2000 characters.

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Understand visitor message submission

The embedded visitor interface posts messages to the public chat endpoint.

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Understand visitor chat polling

The browser polls for new thread messages.

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Understand administrator chat polling

The administrator interface polls for updates and unread state.

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Understand duplicate-message suppression

The server suppresses the same message repeated within roughly 10 seconds.

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Close a visitor chat

Use the visitor close action; the thread receives a system message.

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Understand chat sender types

Messages are identified as admin, visitor or system.

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