Chat History and Human Handoff
ChatDek saves every conversation in Chat History, where you can search, read and export chats. When a visitor asks to talk to a person, the chat appears in the Human Handoff inbox, where your team can take over live and hand it back to the AI when done. Notifications tell the right people.
In short
Read and search every ChatDek conversation in Chat History, and take over live chats from the Human Handoff inbox when a visitor asks to talk to a person.
This guide covers
Part 1
Chat History
Part 2
Taking over a chat
Part 3
Other ways to reach you
Part 4
Notifications and team access
Full guide
Step by step
Chat History
Chat History lists every conversation on your website. You can search it, open a chat to read it in full and export chats to CSV.
Chats are kept for 7 days on Starter, 30 days on Pro, 90 days on Agency and without limit on Ultimate.
Taking over a chat
When a visitor taps "Talk to a human", the conversation shows in the Human Handoff inbox. You can also watch live chats there and step in.
Take over to reply to the visitor yourself. When you are done, hand the chat back to the AI assistant.
Other ways to reach you
In the widget settings you can add contact options: WhatsApp, phone, email or a custom link. These open the visitor's app or a page you choose.
Set online and offline hours so visitors see an offline message or form when nobody is available.
Notifications and team access
Each team member chooses how they hear about new chats and leads: in the portal, by browser or phone push, or by email.
In Team, you choose which websites and areas each person can use. The activity log shows who changed what.
Training
Setting Up Your Knowledge Base
Teach the ChatDek assistant about your business with written entries, uploaded files and, on Agency plans and above, a website crawl, then test and improve it.
Open guideBooking
Setting Up Appointment Booking
Set up ChatDek appointment booking on Pro and above: add services, staff and locations, set availability and approval, and send confirmation emails.
Open guideBilling
Billing, Renewals and Support
How ChatDek billing works: 1, 3, 6 or 12 month plans paid up front by card, renewing or cancelling from the portal, refunds, and how to get help from our team.
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