1
Open the communication tools
Start from the customer, lead, or communication area where messages and call activity are managed.
All features
Feature guide
Use Customer Chat with confidence
1:1 customer direct messaging with a "see everyone" overview page and a panel on each staff member's profile, with file attachments, quick ticket creation, and Jitsi video calls.
How to use Customer Chat
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Choose the contact and channel
Pick the person you need to reach, then send a message, place a call, or review the previous conversation.
3
Use templates when helpful
Save time by starting with approved wording, then adjust the message before sending.
4
Review the history
Check logged activity so follow-ups stay consistent across the team.
Where it helps
Customer Chat helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Customer Chat?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.