In-App Chat

Article author
Laurie Laidley
  • Updated

Overview

LeadGenius' In-App Chat allows you to be able to reach out to your AE, AM, or CSM with any questions you might have.

The In-App Chat is available within the segment creation wizards, as well as on the segment detail pages for all segments.

Chat Basics

Which users are part of the chat?

The main account owner and anyone they've invited to their LeadGenius team are members of all chats, as well as your AE and your AM or CSM. 

How do I tell which members are online?

Members who are online will show up outlined in green, and in full color. Offline members will show up with a grey outline and in muted colors. You can hover over the avatars to see the name for each of them. Any anonymous users will be shown using a random animal. The Grouping Feature also shows other members that are included in the chat.

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Are members notified of messages if they're offline?

Yes. Offline members will receive an email to let them know they've received a message. They can then log into the dashboard to reply.

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Campaign Wizard

You can use the chat within the campaign creation wizard to reach out to your AE or CSM with any questions or concerns you might have.

You can also use the chat on the Campaign detail page to reach us.

Any chat conversation present in the segment wizard while you create your new segment will be preserved, and will also be present in the segment detail for that segment. Each segment has its own chat thread, so it will be easier to keep organized.

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Chat Notifications

You can also change your preferences for receiving chat notifications by clicking on the menu to the right of the chat members.

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