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Knowledgebase Category: Chat

Categories

  • Contacts
    • Users
    • How to add a new contact?
    • How to edit a contact?
    • How to view a contact’s full information?
    • How to import contacts from a CSV file?
    • Managers
    • How do I manage contact labels?
    • How do I manage business contact categories?
    • How do I import or export my contacts?
  • Notes
    • Users
    • How to create a note?
    • How to edit a note?
    • How to view a note?
  • CRM
    • Users
    • How to quickly add a lead?
    • Can I group my prospects?
    • How to convert a client into a prospect to sell another product?
    • I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
    • How do I move a lead between different CRM steps?
    • How do I register an event or activity for a prospect?
    • How can I view the list of products and services?
    • Managers
    • How can I manage prospect stages?
    • How can I manage prospect events and activities?
    • How can I manage prospect statuses?
    • How can I manage work order statuses?
  • Billing
    • Users
    • How to create an invoice?
    • How to print an invoice?
    • How to download an invoice as a PDF?
    • How to resend an invoice?
    • How to pay an invoice?
    • How to view the list of payments?
    • How to view the list of receipts?
    • How to add a receipt?
    • Managers
    • How can I manage payment terms?
    • How can I configure Stripe?
  • Quotes
    • Users
    • How to send a quote?
    • How to generate an invoice from a quote?
    • How to view quote details?
    • How to download a quote as a PDF file?
    • Managers
    • How can I manage the email template used to send quotes?
  • Tasks
    • Users
    • How to add a task?
    • How to add a project?
    • How to start and stop task time?
    • How to add a sub-task?
    • How to change a task’s status?
    • Managers
    • How can I manage projects?
    • How can I manage task priorities?
    • How can I manage task statuses?
  • ClockEase
    • Users
    • How to punch in and out?
    • How to request time off?
    • Managers
    • How can I manage user information and their clock-in/clock-out schedules?
    • How can I manage the time intervals used by the module?
  • Phone
    • Users
    • How to make a call?
    • How to send a text message?
    • How to check voicemails?
    • Managers
    • How can I manage the system phone numbers?
  • Fleet Hub
    • Users
    • How to add a vehicle?
    • How to register vehicle maintenance?
    • How to add a checkpoint to a vehicle?
    • How to set a reminder for a vehicle?
    • How to report an issue with a vehicle?
    • How to view full vehicle information?
    • Managers
    • How can I manage vehicle brands?
    • How can I manage vehicle types?
    • How can I manage vehicle subtypes?
    • How can I manage the service types used in vehicle maintenance?
    • How can I view and manage mileage by service and brand?
  • Cybix AI
    • Users
    • How to use Cybix AI?
  • Chat
    • Users
    • How to send a message?
    • How to add a user to the chat?
    • Managers
    • How can I customize the chat colors?
  • System
    • Users
    • How do I manage my profile information?
    • How do I change my profile password?
    • How do I view active sessions on my profile?
    • How do I manage notifications?
    • Managers
    • Set Up Your Company
    • Register Your Main Office and Branches
    • Set Up Special Taxes
    • Upload Your Products or Services
    • Configure Outgoing Email (SMTP)
    • Define Units of Measurement
    • Define Your Referral Sources
    • Define Roles for Your Team and Clients
    • Create Individual Access for Each Member of Your Organization or Business
    • Create Work Teams
    • Activate Automatic Notifications
    • Install New Languages

How can I customize the chat colors?

From the left sidebar, go to the “Module Manager” section and click on “Chat Setup”. This will open the chat color configuration page.

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How to add a user to the chat?

From the left sidebar, go to the “Module Manager” section and click on “Chat Setup”. This will open the chat color configuration page.

Continue Reading

How to send a message?

From the left sidebar, go to the “Module Manager” section and click on “Chat Setup”. This will open the chat color configuration page.

Continue Reading

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