Use the top-bar visitor chat icon

Follow this guide to open unread visitor conversations from the administrator navbar. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

What you’ll accomplish

Open unread visitor conversations from the administrator navbar. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

1. Go to Admin Area → Top bar → Visitor Chat.
2. Select the record or action required for use the top-bar visitor chat icon.
3. Complete the displayed fields and choices described in this guide.
4. Save, submit, approve or confirm the action as shown on screen.
5. Refresh the relevant list, record or report and verify the expected result.

Fields and options to review

Rules the system enforces

• Only controls rendered by the supplied module are documented; hidden AJAX helpers are mapped to their visible parent workflow.
• Core CRM record permissions and module permissions are both enforced where the code checks them.

How to confirm it worked

• The use the top-bar visitor chat icon action completes without a validation or permission error.
• The affected record, stock balance, response, session or style reflects the saved state.
• Audit, notification, report or portal evidence appears only where the module code creates it.

Security, privacy and operational checks

• Use a controlled test record before applying changes to live inventory, recipients, visitor tracking or global styling.
• Grant only the minimum module and core CRM capabilities needed for the task.

Continue with related guidance