Live Chat (Idea)
Idea stage: Live Chat is a concept and is not available to turn on yet. This guide describes planned behavior and may change before release.
Live Chat is an idea for handling questions from visitors to your business website in ToolbagCRM. It is not a working chat channel today.
When it could help
If visitors often ask about service areas, scheduling, or an existing job, a future website chat could give them another way to reach your team. Decide who would answer messages and how your office would follow up when nobody is available; the widget and its behavior have not been released.
What is available now
The Live Chat page shows an Idea-stage placeholder, not a widget, inbox, or setup screen. You cannot embed a chat widget, receive visitor messages, or reply through this feature today. There is no customer workflow for assigning conversations, capturing leads, or connecting messages to customer records here.
Planning for a future rollout
- Keep your current website contact form, phone number, or other customer-contact channel in place.
- Decide who should monitor new inquiries and when they can respond.
- Consider what contact details your team would need for follow-up, and review your privacy and consent practices before introducing any new channel.
- Check this guide after the feature moves beyond Idea; setup steps, visitor experience, and release timing have not been confirmed.