With the Unified inbox feature, you can now automatically associate a contact whenever a visitor initiates a chat. Similarly, you can also disassociate a contact from a conversation when necessary Topics covered:Documentation Index
Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
Use this file to discover all available pages before exploring further.
How to Link a Contact
- Click on the Unified inbox option from the left menu bar
- Select the Chat that you wish to link the Contact for and click on Link Contact
- You can either select a Contact to Link with the Conversation or simply create a New Contact
How to Unlink a Contact
- Navigate to the Conversation Icon on the left menu bar
- Click on the**Unified inbox ** option
- Select the Chat that you wish to unlink the Contact
- Go to the Contacts Widget on the right and click on the Actions button
- Select Unlink Contact from the dropdown
- Confirm the Action to continue to disassociate the Contact from the conversation
