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How to Create an Inquiry from Chat

Learn how to create an inquiry from Chat

Xenia avatar
Written by Xenia
Updated over 3 weeks ago

To create an inquiry from a chat, you need to attach a client to it. Learn more about how to assign a client to a chat in this article.

How do I create an inquiry from Chat?

Go to the Chats page and select the desired chat. Click the "+ Document" button and select Inquiry.

The created document is displayed in the client's chat and on the Inquiries page.

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