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How to Create a Inquiry from Chat

Learn how to create a Inquiry from Chat

Xenia avatar
Written by Xenia
Updated over a month ago

To create a Inquiry from a chat, you need to attach a client to it. Learn more about how to assign a client to a chat in this article.

How do I create a Inquiry from Chat?

Go to the Chats page and select the desired chat. Click the +Document button and select Inquiry.

The created document is displayed in the client's chat and on the Inquiries page.

The chat inquiry card displays information according to the settings in the inquiry form editor.

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