Last updated: July 26, 2021
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You can view and reply to messages sent via your live chat widget or bot in the conversations inbox.
Before you can start chatting with your visitors, make sure to:
You can compose your chat response using the reply editor in the conversations inbox. The contact record is available in the right sidebar for full context throughout your conversation.
There are two ways to end a chat conversation:
When a conversation ends, the visitor can initiate a new conversation by clicking the hyperlinked text in the chat window.
By default, the chat transcript is automatically sent to the contact when the chat ends. You can choose which email address the transcript is sent from in your chat channel settings. If you don't select an email, the transcript is sent from your HubSpot fallback email address. You can also manually send the transcript to another contact.
Please note: the transcript is not automatically sent when the conversation ends for a bot conversation, or if you created a ticket for the contact. You can manually send the transcript from a bot conversation following the steps below.
The transcript will be sent directly to the visitor's inbox and includes a timestamp of your conversation and a link to the website where the chat started.
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