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Run a chat action

Use the buttons at the top of a chat to open the customer in your other tools.

1 minuteOwners and adminsUpdated

Chat actions are buttons your admin adds to the top of every chat. One might open the customer in your order system, another create a support ticket.

Before you start

Section titled “Before you start”
  • Owner, admin or manager role. Agents don’t see chat actions unless their role has Chat actions.

Run one

Section titled “Run one”

  1. Open the chat.

  2. At the top, point at the action’s icon to see its name, then click it.

    Open in Soosh
    1. Pin 1: Open in order system, a chat action.

Result

Section titled “Result”

Depending on the action, Soosh opens a page in a new tab, or sends the customer’s details to your system and says whether it worked: Webhook executed successfully, or the reason it failed.

Section titled “Related”