Updated October 28, 2026

Agent Training Guide

Key Features


This guide will go through all the core functions that live chat agents should know when chatting with web site visitors.

We’ll cover:

  1. Accepting a live chat request
  2. Sending and receiving a message
  3. Using FAQ knowledge base to send scripted replies
  4. Updating a visitor’s contact details
  5. Tagging a chat
  6. Transferring a chat
  7. Viewing what web page a visitor is viewing

Tutorial