Team

Invite your team to manage conversation together in Chatty

Who can use this feature?

• This feature is available for all users

• Free plan users have one seat for admin. Paid plan users can invite up to 5 team members.

What is Team?

With Chatty Team, you can now invite your staff to help manage customer conversations. Your whole support team can work together in one place to answer customer questions faster.

Best for:

• Stores with multiple support staff

• Busy shops that need quick response times

• Teams working different shifts

• Growing businesses that want to scale their customer support

How does Team help?

• Invite multiple team members to handle live chats

• Share the workload of customer support

• Respond to customers faster with more people available

• Manage your entire support team and keep track of their performance from one place

How does Team work?

Invite member

1

Go to Settings, click Manage in Teams

2

Click Invite member

Basic plan users can invite 2 more members.

Pro plan users can invite 4 more members.

3

Enter member info

You can update member's information later (profile pic, name), but email. Email is connected to an account and can't be edited.

4

Click Invite to send invitation email

5

Ask your team member to check invitation email and click Create account

Go to email inbox to check email from Chatty.

6

Create Chatty account

7

Log in Chatty to manage conversations

Follow this interactive to invite team members to Chatty.

Assign conversation to member

1

Go to Inbox

2

Select a conversation

3

In conversation details, go to Assignee

4

Click Assign and select team member

You can also set up auto-assignment in Settings.

Go to Settings → Automation → Assignment → Automatic

Chatty automatically assigns new conversations to team members in rotation. When a conversation comes in, it goes to the next available team member in your list.

These settings will be applied to conversations transferred from AI assistant.

These settings will be applied to conversations transferred from AI assistant.

Mention team member in conversation

You and your team can leave private comments within conversations by Internal note.

These notes are only visible to your team members, not to customers.

How to leave a note

1. During a customer conversation, click the Notes tab in the chat zone

2. Type your note in the text box

3. To mention a team member, type @ followed by their name

4. Click Send to save your note

5. Note will be saved in the conversation with timestamp and sender

When you mention someone using @mention:

• They'll receive a push notification

• They'll get an email notification about the mention

• Only members who have access to the conversation can read internal notes

How to reply a note

• Find the note you want to reply to

• Click Reply next to that note

• Type your response in the text box

  • You'll see "Replying to [name]" indicating who you're responding to

  • For your own notes, it shows "Replying to yourself"

• Click Send to save your reply