Activechat Manual
  • What is Activechat?
  • New? Start here
    • The basics
    • Set up your first project
    • Install the chat widget
    • Upload the knowledge
    • Explore the CRM
    • AI-assisted live chat
      • How to set context for AI hints
    • Live chat mobile app
    • Build your first automation
  • Conversational AI
    • For Customer Service Teams
    • For Product Managers
    • For Innovation Teams
    • For Marketers
    • For e-commerce
    • For developers
  • Help Guides
    • Setting up your team
    • Managing conversations
      • Customer attributes
      • User tags and segments
      • Searching for specific users
      • Agent tags (live chat groups and queues)
      • Triggering live chat sessions from the bot
      • Notifications with the TRIGGER block
    • Managing knowledge
      • Uploading business data
      • Question answering and live chat hints
      • Fine-tuning the large language model
    • Natural language automation
    • Building automations visually
      • Customizing your welcome message
      • Adding new skills
      • Navigating skills
      • Copying skills and blocks
      • Handling errors
    • Improving your virtual agent
    • Using live chat AI hints
    • Customizing automatic website page messages
    • Tracking website actions
    • Facebook Ads automation
      • How to set up a Facebook ads bot
      • How to use buttons and quick replies in a Facebook ads chatbot
    • Lead generation
    • Zapier integrations
    • Customizing your project
      • How to customize the chat widget
      • How to customize the Facebook chat widget
      • How to change bot settings
    • Pricing guide
  • Fundamentals
    • Terminology
      • Intents and entities
      • Contexts
      • Skills and events
        • Built-in system skills
          • /start
          • /default
          • /_default_fallback
          • /_start_live_chat
          • /_page_visit
          • /_error
      • Conversation elements
        • Messages
        • Buttons
        • Quick replies
        • Galleries / carousels
    • Messaging channels
      • Website chat widget
        • Installation
        • Customization
        • Voice input
      • Chat widget landing page
      • Facebook Messenger
        • Connect your page
        • 24 hour rule
        • Message tags
        • Persistent menu
      • Telegram
      • Email
      • Twilio SMS automation
    • Intents and bot skills
    • Conversation insights
    • Grow tools
      • Landing pages
      • Messenger links and QR codes
    • Broadcasting
  • Visual builder reference
    • Sending messages
      • TEXT
      • LISTEN
      • IMAGE
      • MEDIA
      • GALLERY
      • FILE
      • EMAIL
      • SMS
      • LEAD
    • Triggering events
      • SEND
      • CATCH
      • TRIGGER
      • LIVE CHAT
    • Manipulating data
      • DATA
      • ADD TAG
      • REMOVE TAG
      • JSON
      • STATUS
      • VALIDATION
    • Conditional logic
      • SWITCH
    • Timers and delays
      • TIMER
      • WAITFOR
      • WAITUNTIL
    • E-commerce blocks
      • CATEGORY
      • PRODUCT
      • VARIATIONS
      • SIMILAR
      • UPSELLS
      • CROSSSELS
      • Shopping carts
        • ADD TO CART
        • UPDATE CART
        • SHOW CART
        • CLEAR CART
        • CREATE ORDER
    • Natural Language
      • NLP
    • System attributes
    • System events
  • Integrations
    • Google services
      • Connect your Google account
      • Google Sheets
        • Searching and updating Google Sheets data
        • Building galleries with Google Sheets data
      • Google Calendar
        • Searching for events
        • Creating and updating events
    • Shopify
    • WooCommerce
    • Dialogflow
      • Building an agent
      • Using entities
      • Slot filling
      • Context management
      • E-commerce NLP
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  1. New? Start here

Explore the CRM

PreviousUpload the knowledgeNextAI-assisted live chat

Last updated 3 years ago

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Now everything is in place and you're ready to start actual conversations with your website visitors or customers. Go to the "Conversations" page in the menu to open the built-in live chat automation CRM.

Here you can see all your website visitors and conversations that you have with them. Use the "Display" switch to show either "Leads" (these are website visitors that did not respond to any of your messages yet) or "Conversations" (these are users who sent at least one message).

By default, an overview of your audience is being shown. The list displays the user’s full name (from $_first_name and $_last_name ), communication channel (Facebook Messenger, Telegram, SMS, or website chat widget), the total number of messages sent, dates when this specific user interacted with your virtual agent or human rep for the first and last time, and user’s status (“Active” or “Unsubscribed”, changed with the block).

You can select multiple users by ticking a checkbox on the left and then delete their data completely with the “DELETE” button (use with caution, it’s not undoable) – good for GDPR compliance and for cleaning out your customer base.

Click any user name on the list to open the detailed conversation history view. It displays the complete conversation history of your agents (both human and virtual) with that user.

Please note that until you set $_first_name and $_last_name attributes with a block (for example, when the user authenticates on your website), the CRM will display a generated fake name for that user.

By default, the list does not show (we did that intentionally since there can be quite a lot of them). Toggle “Show tags” switch to add tags to the display.

We'll look into this workspace in more detail in the section of this manual. For now, just hit the "Start chat" button at the bottom to start a live chat session with the selected user. If you're just testing the installation, you can start a live chat session with yourself - hit the "Test your chatbot" button at the top and CRM will show you this conversation too.

DATA
user tags
Managing conversations
system attributes
STATUS
Live chat CRM in Activechat
Complete chat history and user details in Activechat CRM