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To get started refer to Quick Start Guide .

View chat history

Complete history of chat is available to be accessed later and reviewed . To access old chats click on Show Old Chats option available at bottom left hand side as shown below

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Click on indvidual chat from list to view messages and create issue from chat

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Create Request(Issue) from active/close chat

Create Issue action on chat is available on top right hand corner of chat window

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After you click on create issue link below shown dialog box appears . Select appropriate request type to create issue .

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Advance customization for Customer Portal

You can control following items for customer portal chat UI

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To perform these actions you need to go to Chat Settings under project settings , you will land on a page as shown below . If Enable portal checkbox is not checked none of the settings will appear so as first step you need to enable chat on portal by clicking on checkbox.

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Embedding chat widget on your website beta feature

Go to chat settings page under project settings , you will see website widget code section as shown below. Click on Generate hyper link it will generate javascript which can be embedded on website

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