How to use Chatway

This guide will show you the steps on how to use Chatway.

Chatway is a powerful messaging app you can use in your business to communicate with your customers.

Step 1: First, log in to your Chatway account at https://go.chatway.app/login. If you don’t have an account yet, please create one.

Step 2: Once logged in, you will see the Chatway conversations. It contains messages coming from your site visitors. If you haven’t installed Chatway on your website, please check out the guide on how to install the code on your website to display the Chatway widget so your site visitors can chat with you.

Step 3: Click on any of the conversations to view the full content and reply. The right pane contains more information about the site visitor (Location, Device, and Page Visited).

Step 4: When you’re done replying, you can mark the conversation as “Resolve“.

You can do it from the Chatway mobile app here:

Step 5: You can click “Assign to” to assign the conversation to another agent.

You can do it from the Chatway mobile app here:

Step 6: You can also search through your conversations to quickly find what you need. To do this, click the search bar at the top.

You can type any keyword such as a visitor’s name, email, or any message content you’d like to find. You can also filter your search using Custom Data, Tags, Agents, Country, Contacts, Page Visited, or Created Date.

These filters can be used together for better results. For example, you can search for conversations from visitors in Canada who were assigned to Agent John and visited the pricing page.

Step 7: By default, you will be able to view conversations by the following criteria: “All”, “Unresolved” and “Unread”. If click on the More button from your conversations tab, you will see additional filter options: “Resolved”, “Assigned to me”, “Longest wait time” and “Starred” conversations. You can also add a custom segment (please note it’s available for paid users only).

You can Star a conversation from the Chatway mobile app here:

Step 8: Below is how you can get to your contacts. They are the visitors who contacted you via Chatway.

Step 9: You have the option to delete a contact or message them. They will receive your message in their email (if they leave an email address) when they’re no longer online.

Step 10: Under the Email Settings, you can set the name that will appear as the sender name in the email (Sender’s name) and the subject line of the email that your visitors will receive (Subject line). You also have the option to upload a logo.