Skip to main content

How to Create an Inquiry from Chat

Learn how to create an inquiry from Chat

Xenia avatar
Written by Xenia
Updated today

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.

Did this answer your question?