Live Chat
24 articles
How to add an internal note to a live chat conversation in CornerSpot
Leave a private, teammate-only note inside a conversation: switch the composer to the Internal note tab, type your note, and send. Internal notes are never delivered to the visitor — only your team sees them.
How to claim, unclaim, and close conversations in bulk in CornerSpot
Act on several live chat conversations at once: select rows with the checkboxes (or the header select-all), then use the bulk-action bar to Claim, Unclaim, or Close them together — perfect for clearing a backlog or reassigning a queue.
How to claim and reply to a live chat conversation in CornerSpot
Pick up a waiting live chat: open the conversation, click Claim to take ownership (claiming is first-come-first-served), then type your reply and send it. The visitor receives it in real time.
How to close (end) a live chat conversation in CornerSpot
Wrap up a live chat by closing it: claim the conversation, then click “End Chat and Close” (or use “Send and close” in the composer). The chat moves to Closed and leaves your open queue.
How to find conversations in your Live Chat Inbox in CornerSpot
Locate any live chat fast: use the search box, the queue and status filters, removable filter chips, sortable columns, and the pagination control in the CornerSpot Live Chat Inbox.
How to handle a callback request from an offline live chat visitor in CornerSpot
When no agents are available, a visitor can leave their name, phone number, a preferred time window, and a note. The request lands in your Live Chat Inbox with a “Pending” badge — return the call, then mark it resolved so no after-hours lead is missed.
How offline visitors turn a chat into a support ticket in CornerSpot
When a visitor messages while your team is offline, CornerSpot converts the chat into a support ticket. See the visitor's offline experience, the "Away - Converted to Support Ticket" status in your inbox, and the resulting ticket you answer by email.
How to read a visitor's profile and live context in CornerSpot
Get to know who you're chatting with: the Customer sidebar beside every conversation shows the visitor's identity, profile (email, company, plan, lifetime value), live context (location, device, IP, current page), and recent activity. Details appear as CornerSpot learns them.
How to send images, GIFs, files, and emoji in a live chat reply in CornerSpot
Make your live chat replies richer: from the conversation composer, add an emoji, attach a file, insert an image from your asset library, or search for a GIF — all from the icon cluster below the message box.
How to set the name visitors see on your replies in CornerSpot
Control your customer-facing identity in live chat: click “Replies sent as” above the reply box, set a Display name (and an optional Brand), preview it, and Save. It applies to every reply you send, across all conversations.
How to add live chat to your Members Portal in CornerSpot
Let signed-in customers reach your team from inside the Members Portal — open Portal Settings, switch to the Live chat tab, turn on the live chat toggle, and save. The portal’s addresses are authorized automatically and members are identified for you.
How to add live chat to your Cornerspot website in CornerSpot
Turn on live chat across your CornerSpot website with one toggle in the Website Builder. The widget appears on every published page, styled to match your branding — no snippet to paste — and chats land in your shared Live Chat Inbox.
How to embed the live chat widget on an external website in CornerSpot
Add the CornerSpot chat launcher to a third-party site from the Embedding tab: allow the host, paste the loader snippet once, and optionally add per-embed overrides — the snippet updates live.
How to identify signed-in visitors in your chat widget in CornerSpot
Turn anonymous chat visitors into identified ones: call Cornerspot.chat('identify') from your host page, compute the userHash on your server with HMAC-SHA256, and your inbox shows exactly who is chatting. Find the snippets on the Embedding tab.
How to manage allowed domains for your chat widget in CornerSpot
Control which websites can load your chat widget: add a bare hostname, fine-tune Include subdomains, Enabled, and Note in the edit panel, and remove a domain to revoke access. Changes take effect within about five minutes.
How to view and rotate your chat widget identify secret in CornerSpot
View your masked chat widget identify secret on the Identify Secret tab, and rotate it safely with a type-to-confirm step. A 24-hour grace window keeps the old secret verifying so you can update host pages with no downtime.
How concurrent agent slots and the Live Active Agents add-on work in CornerSpot
See how CornerSpot caps how many agents can be Active on live chat at once, read the Concurrent connections meter, and add capacity with the Live Active Agents add-on (+5 slots per purchase) — or free a slot by setting an active agent offline.
How to monitor and manage active agents in CornerSpot
See who is online and free up live chat capacity from the Active agents tab in Live Chat Settings: review the concurrent-connections meter, the active-agent roster, and use Set offline to release a slot.
How to set your agent availability (Active, Away, Offline) in CornerSpot
Control whether you receive new live chats: open the presence pill in the Live Chat Inbox and set yourself Active, Away, or Offline. Availability is always your choice — CornerSpot never signs you off automatically.
How to customize your chat widget's colors, launcher, and icon in CornerSpot
Style your live chat widget from the Branding tab's “Look & feel” card: set colors, the launcher style and label, and the icon, then Save. A live preview updates as you edit, and changes apply on every site that embeds the widget.
How to edit your chat widget's wording in CornerSpot
Customize the visitor-facing copy on the Copy card in Live Chat Settings — the greeting, title, subtitle, offline message, and more. Each field's placeholder is the default used when you leave it blank, and saved changes apply to every embedded widget automatically.
How to show or hide the “Powered by Cornerspot” branding on your chat widget in CornerSpot
Control the small “Powered by Cornerspot” credit on your chat widget from the Look & feel card in Live Chat Settings. Hiding it needs the white-label add-on; once active, the toggle hides or restores the credit and every embedded widget updates automatically.
Getting started with Live Chat in CornerSpot
A quick tour of the Live Chat hub at /dashboard/chat: the Inbox tile for handling conversations, the Live Chat Settings tile for branding and embedding, and the three surfaces the same widget runs on.
How to choose who gets notified about new live chats in CornerSpot
Choose who is emailed when a new live chat starts: open the Notifications tab in Live Chat Settings and pick a role, everyone, or specific teammates, then Save preferences.
