See how the live chat conversation panel at Tidio works and become an expert in live chatting.
In this article, you'll learn:
- How to respond to messages
- What are the communication channels
- How to transfer the chat to another operator
- What is All Conversation view
- How to leave & solve the conversations
- How to delete a conversation
- How to find the chat history or archived chats
- What information on visitors are available
Access the Tidio conversation section by clicking on the first icon on the left side of the Tidio menu bar.
To pick up the conversation – click on the system/web browser notification or choose a chat from the Unassigned column in the Conversations panel.
The operators who assigned themselves to the conversation will be responsible for that chat. The next step is simply reading the visitor's message, typing in your reply, and letting the conversation take its course.
Responding to Messages
Respond to visitors by typing your message in the conversation window and hitting 'enter' on your keyword. If you would like to send a file or a picture during a conversation, click on the paper icon and drag and drop the image inside the chat's conversation window. Your customers can do that from their end too!
At Tidio, you can receive 4 types of messages in your conversations tab of the panel. A normal chat message, Email, Facebook Messenger message, or Instagram messages & story replies. They all appear differently, and that is how you will be able to recognize them:
Every chat message will always have the ID assigned based on the first letter/email of the user's name. Whilst you are responding to the chat, your choice should always be to respond via the 'chat message.' This should be automatically set to reply via chat if the visitor is on your website.
Emails that you receive on your mailbox that is integrated with Tidio will appear with the blue envelope to specify that this is an email.You can choose to respond to those emails from the Tidio panel. That option is normally set to Email automatically when the visitor is offline but in case if you like to switch it yourself that is how it looks like:
The red circle on the Chat Icon indicates that this visitor is not on the chat.
When you have your Facebook Fan Page integrated with your Tidio account all the messages sent to your Facebook page will also appear in Tidio. They might reflect the user's profile picture instead of the letter or a numeric and also have a Messenger Icon to indicate that the message came from the Messenger.
Learn more about Tidio integration with Messenger,
You can integrate your Instagram Business account into your Tidio account; all the messages and sections sent to your Instagram will also appear in Tidio.
Learn more about Tidio integration with Instagram.
Transfer chat to another operator
At any point, the conversation can be transferred to another operator if you need to step out for a minute or your workload is too heavy at the moment. To transfer a conversation, click the three-dots menu right under the location map and select the Reassign operator option:
From there, select the appropriate person from the list and hit Assign:
And it's done! The chat window on the other operator's side will display the message that the chat has been transferred.
All Conversations View
You can see all the conversations - also the one archived in the All conversations folder inside your Tidio conversation panel. To see the 'all conversation' option- click on the three dots menu near your operator's name on the left side. Here is how to find it:
Leaving & Solving the Conversations
Finally, when you consider the conversation finished, you can un-assign yourself from the chat at the top of the conversation panel. You can do that by clicking on the Leave or Mark as Solved button located at the top of your panel.
The mark as a solved option allows you to close the conversation for all assigned operators and mark it as solved in our system.
The leave conversation option allows you to leave the chat when there are multiple operators assigned to chat. Another operator can later mark the chat as solved when the conversation is finished and resolved.
If all operators have left the conversation, the next time the same visitor sends you a message, it will display in the Unassigned column, just like any other incoming chat.
All operators who are currently online will see the notification and will be able to jump right into the conversation.
You can select multiple chats to delete from your list by clicking on the three dots next to the conversation and pressing Select.
You can either select multiple chats or hit Check all from the bar at the top, and then delete. Please note that the bar at the top will be shown only after selecting at least one conversation:
Then, click on the garbage bin /delete icon to delete the chosen conversations.
See how to search for your archived chats in our article about chats history.
Information on the visitor
You will see a location map and basic info on your visitor in the upper-right corner of your conversation window. This part will display a name/email/ID, the visitor's viewed pages, their browser version, operating system, and IP address. If the Pre-Chat Survey is enabled, all information that the survey collected will display there (e.g., a phone number).
Whenever a visitor considers the chat finished and minimizes the widget; when they open the chat widget again, the conversation will be visible for them right where you left off. The chat will stay in the active conversations panel for the operator until they unassign themself from it. To unassign – click the Leave or Marked as a Solved button in the upper part of the chat window.
Check our 20 best Live Chat etiquette rules for great customer service to learn more about handling the chats.
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