by Fynsis Softlabs

Seamless Hassle-Free Integration with SuiteCRM Reduce up to 90% customer identification time Great opportunity to cross-sell and upsell Better closure of online sales and orders

Includes a 30 day guarantee
Try it Now

User Guide

Live Helper Chat Integration Step-by-Step User Guide

Live chat helper tool User guide Video


Step 1

Sign in with your Username and Password to login to Live Helper Chat

Screenshot (119).png

Step 1 . 1

You can see the pending chats and accept the chats directly from the Live Helper Chat Dashboard

Screenshot (121).png

Step 2

Interact and chat with visitors directly from the Live Helper Chat window and also see the visitors primary information. You can also easily switch different visitors just by clicking the chat names.

Screenshot (122).png

Step 3

Click on SuiteCRM extension to easily create a record and add to leads, accounts, contacts directly from the Live Helper Chat tool.

Screenshot (123).png

Step 3 . 1

Click create records tab to see the all the information of chat visitor.

Screenshot (125).png

Step 3 . 2

Upon clicking the + you will see the drop-down of lead and once you click on the lead - it will direct you to your CRM where you can all the lead chat transcripts

Screenshot (127).png

Screenshot (129).png

Step 4

Now log in to your SuiteCRM and under History tab you will find all the chat transcript to view and see the details.

Screenshot (131).png

Screenshot (132).png

Thanks for reading. All the best with our Chat Tool Plugin!

Live chat helper tool installation guide Video

You can write us on for any queries/concerns regarding User guide.

Saving Comment Saving Comment...
  • "One of the best chat tool in the market, instantly we can respond to the customers queries and easy to use." - Ramakumar

    Read More Reviews