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First Steps

Onboarding flow

Installing Outbound messages in LiveChat

Start by going to the apps section in LiveChat. Find Outbound messages, and click Get.

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You can pin the Outbound messages app, so it’s always visible in your main menu. Click on the pin icon next to the Fullscreen app under Apps>Your apps>Outbound messages.

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You can now access the Customers list from the Engage tab>Outbound messages. If you haven’t had any chats yet, it’ll be empty.

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To see your first customers, just add the LiveChat widget to your site and connect messaging platforms like Messenger, WhatsApp, SMS, and others. After each chat, new or updated customer records will appear. Customers are added no matter which channel they come from, including chat, Messenger, WhatsApp, SMS, and more.

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