Customer Chat Box Overview - GoToAssist Corporate

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Customer Chat Box Overview

The Customer Chat Box allows for nearly instantaneous chat with the customer.

There are several parts to the customer Chat box, as shown below:

Note: Customers entering through a Queue Mode portal who are placed in the queue receive status update notices in the Chat box.

Chat Boxes in Phone Mode

Most Phone Mode configurations include a hidden chat component for both you and the customer.

To display the Chat boxes in Phone Mode

  • In the customer’s System Tray, right-click the HelpAlert icon and choose Chat. Both Chat boxes appear.

Use the Chat boxes to send a file to you from the customer.

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