The Neodeluxe’s Live Chat system is a communication tool that helps law firms and their clients/users connect in real time. It supports two-way messaging through in-app web chat and integrated SMS, along with attachment sharing to streamline interactions. The tool is organized into three main areas:
- Live Chat Set Up
Where administrators assign and manage support agent access, labels, and roles.
- Conversation Center
Where support agents manage conversations, send messages, and support client interactions.
- Final Users' Live Chat
Where a firm’s Neodeluxe users initiate chats, share documents, and interact with support agents directly from the portal.
By offering live chat directly inside Neodeluxe, firms can engage their clients without requiring them to switch to a separate system. Clients can log in, review case information, and ask questions in context, creating a more seamless support experience.
Live Chat Set Up
The Live Chat Set Up interface is where administrators manage access, roles, and labels for support agents. From this section, admins can assign permission roles, categorize agents with labels, and control who can interact with end users through Live Chat. This setup ensures the right team members are connected to the right conversations, making the chat experience seamless for both agents and users.
Head over to the Live Chat Set Up article and start assigning roles, permissions, and labels to your agents.
Live Chat: Conversation Center
The Conversation Center is the workspace where support agents interact in real time with end users. Here, agents can view active and past conversations, respond immediately, and manage chat sessions. It provides tools for message tracking, quick responses, and conversation history — everything the agent needs to deliver fast and effective support from a single interface.
Open the Conversation Center and start live chats with efficiency and confidence.
Live Chat: Final Users' Live Chat
| The Final Users' Live Chat is the chat widget that end users see on their application. It allows users to start a conversation with your support team, send messages, and receive real-time assistance. This interface is designed to be simple and intuitive, ensuring users can easily reach out for help when they need it. |
See how the Final Users' Live Chat works by clicking here.