Setting up live chat in Zendesk Support (standard agent interface)

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  • Michael Y

    Parts of this article appear to be outdated. For example, the following needs to be done via the Admin center as far as I can tell:

    To turn chat permissions on or off for an agent

    Open the user's profile.
    Toggle the Zendesk Chat field to On or Off.

    Also, why do I (as one of the managers) need to use up a chat license just to manage the chat side of things? Please consider adding an "admin only" role that allows a manager to, well, manage chat agents and chat settings without using an actual chat license for that role. 


  • Elissa Tikalsky
    Zendesk Digital Resources Team

    Hello @...

    Thank you so much! You are absolutely correct. I've sent this off for updates and we should get that fixed pretty quickly.

    Thank you for the heads up!


  • Merle Wilhelm

    Good evening, 

    I would like to send our chat client an email with our transcript after we finish our conversation. This scenario should run automatically. 

    I saw that I can use Pipping, but I can't find it in our settings. Also, I am not sure if I can use this tool with different customers. 

    Thank you 




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