Learn how Chatmyer Live Chat enables instant conversations between your website visitors and support agents, how chats are initiated, managed, and closed with review options.

🧩 Step-by-Step Workflow

1. Customer Starts a Conversation

Once the Chatmyer widget is installed on your website:

A live chat bubble appears on your site.

When a customer clicks it, they are prompted to enter their name and email address.

After entering their details, they can type and send their first message.

2. Agent Notification

• As soon as the first message is sent, your Chatmyer dashboard receives a notification.

• The conversation appears under the “Unjoined Chats” section for agents.

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3. Agent Joins the Chat

• An agent must explicitly join the conversation before replying.

• Once joined, the system marks the agent as “Active in Conversation”.

• The customer sees the agent’s name and knows who they’re chatting with.

4. Multi-Agent Support

Multiple agents can join the same conversation if needed.

This is helpful for collaborative troubleshooting or handover between departments.

5. Live Conversation

Once connected, both parties can chat in real time.

• Agents can send replies, share links, or even guide users using canned responses or knowledge base links.

6. Ending the Conversation

Either the agent or the customer can close the conversation once the issue is resolved.
The customer gets an option to rate the support and leave a review

The conversation is marked as Resolved in the system.

7. Conversation History

• Chatmyer treats every conversation as an individual thread.

• Both agents and customers can access past conversations from their dashboards anytime.

• This improves transparency, follow-ups, and reference for future issues.

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✅ Key Features Recap:

• Easy chat initiation from website

• Agent approval before response

• Multi-agent collaboration

• Customer-visible agent identity

• Chat history preserved

• Post-chat review system

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💡 Best Practices

• Encourage agents to join chats promptly to avoid customer wait time.

• Personalize responses once you join, using the customer’s name.

• Always aim to close conversations courteously, prompting for feedback.

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📍 Need Help Setting Up the Chat Widget?

Refer to our guide: How to Install Chatmyer Widget on Your Website