Chat Settings

Use this topic for configure availability and automation.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Chat Settings

Audience

Business owners and support managers.

Permissions

  • Only business owners and authorized support managers may manage this view.

Actions

Set availability
Use Set availability to support configure availability and automation.
Update automation
Use Update automation to support configure availability and automation.

Statuses

Online
The record is currently online.
Away
The record is currently away.
Offline
The record is currently offline.

Workflow

  1. Open Chat Settings.
  2. Review the record and its current status.
  3. Choose Set availability and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

New chats arrive while unavailable
Check business hours, availability, and automation rules together