Manage Chats in the desktop conversation panel

The chatbox is the central element of the conversation panel. It contains information about the visitor, messages exchanged and the tools available during the discussion (message filter, sending a link or an offer, etc.)


1. Filters

They allow you to filter the contents of the chatbox to only display one type of message.

  • Visitor: only displays visitor messages
  • Agent: only displays agent messages
  • Actions: only displays the actions performed during the conversation (sending offers, links, etc.)
  • Navigation: only displays visitor navigation information (URL visited during the conversation)

2. Open the current page


This option allows you to open the page the visitor is currently looking at in a new tab in your browser. This can be useful if you can't see certain areas of the page from the conversation panel.

Opening the current page does not save the visitor's session information. A product put into the basket will therefore not appear. Or if a visitor is logged in, you open the current page but are not logged in to the account.

3. Take control


If a visitor cannot find a product or carry out an action, it can sometimes be easier to demonstrate how to do so on the visitor's screen. With this feature, take control of your visitors' navigation to direct them where you want.

4. Information panel

This pane gives you all of the visitor's information (navigation information and information from custom data)


This is how the visitor accessed your site (direct access, search engine etc.)

Here you will find information about the visitor's navigation around your site:

  • Browsing duration
  • Number of pages viewed
  • Number of visits to your site by this internet user.

The profile contains technical information on the visitor (country, browser and operating system used)

Past messages:
Here you will find the number of past messages between your agents and this visitor. Clicking "Show customer record" gives you access to the past conversations with the visitor.

Custom data:
You can also show custom data about your visitor (current basket amount, your client identifier, etc.). To do this, "Custom data" must be put in place within your iAdvize administration.

Visitor history:

Under the history section, you can see the most recent conversations displayed with their date and times. Clicking on one of these dates, you get direct access to the chatbox thread in question. 
By clicking on the Show customer record section, you can access this visitor's conversation history. 


By default, the history starts with the youngest conversation and then you can go down to more older conversations.

If a conversation is closed and a visitor comes back to you, you will have access to the entire history of past exchanges in the right-hand column and within the chatbox thread, as well as his client profile.

5. Block this visitor

You can block an unwanted customer to avoid being contacted by the customer again. Customers can be unblocked by a manager from customer management.


6. Compose area

Type your answers here to send them to the visitors.


To know more about the compose area features, please read this article : The desktop compose area.

7. Simultaneous chat management

Split screen x2/x4 improved.

The compose area is not visible when you are not on the relevant conversation. A real comfort to display more messages on your other conversations.


8. State box

On the left hand side of your screen you will see the state box which represent your various ongoing conversations. By clicking on one of them, you will be taken to the conversation you are responding to.

Different informations appear on the ongoing conversation such as messages and interactions.
You will be able to quickly differenciate messages sent by visitors from messages sent by agents thanks to their distinct colors and different positions on the conversation panel (on the right or on the left). Each message including an action (the transfer of a conversation, CoBrowsing, etc.) has its own visual style. 
Moreover, this conversation thread is unified. This means that it has the same appearance regardless of the channel used by the visitor (Live chat, social networks, etc.). 
  • Messages sent by visitors are on the left whereas messages sent by agents are on the right


  • System information
  • CoBrowsing
  • The transfer of a conversation
  • Error sending message



  • File import
  • Image import
  • Translation



  • Unsupported content
  • Multiple choice question asked by a bot