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Live chat agent guide


Using structured messages in Zendesk Chat

What's my plan? Suite Enterprise or Enterprise Plus Support with Live chat and messaging Enterprise ...

Edited Mar 19, 2025

6 votes  ·  6 comments

6

Votes

6

Comments


Editing your personal settings in Zendesk Chat + Support accounts

What's my plan? Suite Any plan Support with Live chat and messaging, any plan You can modify ...

Edited Mar 19, 2025

0 votes  ·  0 comments

0

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0

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Changing your chat sounds and notification settings

What's my plan? Suite Any plan Support with Live chat and messaging, any plan You can edit yo...

Edited Mar 19, 2025

4 votes  ·  27 comments

4

Votes

27

Comments


Hiding credit card numbers in chats and chat history

Using the automatic credit card number redaction feature, you can automatically hide credit card numbers when chattin...

Edited Jan 03, 2023

8 votes  ·  5 comments

8

Votes

5

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Exporting Chat Conversion Tracking data

What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Live chat and messag...

Edited Mar 19, 2025

2 votes  ·  0 comments

2

Votes

0

Comments


Serving chats in the Chat dashboard

What's my plan? Suite Any plan Support with Live chat and messaging, any plan This article de...

Edited Mar 19, 2025

12 votes  ·  8 comments

12

Votes

8

Comments


Editing your personal settings in Zendesk Chat Standalone accounts

What's my plan? Suite Any plan Support with Live chat and messaging, any plan You can modify yo...

Edited Mar 19, 2025

7 votes  ·  0 comments

7

Votes

0

Comments


Configuring your chat availability settings

What's my plan? Suite Any plan Support with Live chat and messaging, any plan When you're sign...

Edited Mar 19, 2025

11 votes  ·  32 comments

11

Votes

32

Comments


Inserting common phrases with shortcuts

What's my plan? Suite Any plan Support with Live chat and messaging, any plan With shortcuts,...

Edited Mar 19, 2025

13 votes  ·  27 comments

13

Votes

27

Comments


Navigating the dashboard with keyboard shortcuts

What's my plan? Suite Any plan Support with Live chat and messaging, any plan Switch between ...

Edited Mar 19, 2025

3 votes  ·  4 comments

3

Votes

4

Comments


Viewing past Chat conversations in Web Widget (Classic)

If you are authenticating visitors, visitors on your site will now be able to see past chat conversations in ...

Edited Jan 03, 2023

6 votes  ·  15 comments

6

Votes

15

Comments


Sending files in a chat

What's my plan? With file sending, agents and visitors can add screenshots and other relevant files directly to a ...

Edited Jun 21, 2024

4 votes  ·  14 comments

4

Votes

14

Comments


Adding tags to chat sessions

What's my plan? Suite Any plan Support with Live chat and messaging, any plan Adding tags to ...

Edited Mar 19, 2025

5 votes  ·  0 comments

5

Votes

0

Comments


Banning visitors from accessing Chat

What's my plan? Suite Any plan Support with Live chat and messaging, any plan You can ban v...

Edited Mar 19, 2025

2 votes  ·  17 comments

2

Votes

17

Comments


Understanding high load-related announcement banners in the Chat dashboard

If your Zendesk Chat account experiences high surges of traffic during the year (on Black Friday, for ...

Edited Feb 24, 2022

4 votes  ·  0 comments

4

Votes

0

Comments