Get Started with Live Chat
Enable Chat in Beacon
Chat is tied to individual Beacons and mailboxes. For example, you might have a Beacon on your help site that offers live chat and sends messages to a customer support specific mailbox. When chat is enabled in a Beacon, you’ll see a new Chat link appear in the left-hand sidebar in Help Scout.
When you're ready to enable chat through one of your Beacons, head over to Manage → Beacons then follow these steps:
- Click on the Messaging tab in the left sidebar.
- Expand the Advanced Options section.
- Turn the Chat toggle on.
- Hit the blue Save button.
User Availability and Maximum Chats
Before you can start chatting with customers, you'll need to set your chat status to Available and make sure that you're set to take a reasonable amount of chats.
FYI: Sidebar Updates
We made a couple of adjustments to the left hand sidebar to handle chat. Here’s what you need to know:
- To view the chat interface, click on the Chat link in the sidebar.
- A red notification dot means there are chats waiting to be accepted.
- The count you see next to the Chat icon reflects the number of waiting chats, plus any active chats that are assigned to you.
- Once you’re viewing the chat area, you can hover over the sidebar icons to get back to your main mailbox folders. Here's a quick overview of the new chat interface: About the Chat Interface