Chat Inbox
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Welcome to Chatinbox!
What's New
MESSAGING
Messaging Basics
Closing (and Opening) Chats
Customer Profile
Using Labels
Custom Fields
Agent Dashboard
MANAGING and REPORTING
Admin Dashboard
Performance
Customers
Settings
ZOHO CRM INTEGRATION
Summary
Integration
Customer Profile
Adding a New Lead or Contact
Adding and Diplaying Notes
Adding Tasks
Adding Media as Attachment
Starting Chats from Zoho CRM
Automate Messages
Shopify Integration
Adding Chat Button to Your Shopify Store
Customer Profile
Order Details
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Customer Profile
Customer profile panel (right side) is for displaying contact information, creating notes & tasks, as well as direct linking to Zoho CRM.
You may see multiple items if the phone matches more than one module.
Previous
Mapping Users
Next
Adding a New Lead or Contact
Last modified
1yr ago