Chat opportunities can be viewed in the Conversations Menu and on the customer deal card.

Chat opportunities will be indicated with a yellow chat icon. Chat opportunities with a green indicator dot in the upper left of the yellow chat icon denote customers that are still on your dealership website.

To reply to a chat type your message using the chat tab in the dialogue box at the bottom of the center column.

You will see a preview of what the customer is typing in the center column. It is a best practice to not reply until the customer sends the message to the end user.

Customers on the dealership website will see when an end user is typing a reply but will not see a preview of the message.

On the customer deal card click the Conversations tab at the top. Use the Chat tab at the bottom to communicate via DirectChat with your opportunity.

Qualifying a chat opportunity will start a new deal with source type Chat and source description Ignitify Chat. Qualifying a chat opportunity can only be done from the Conversations Menu.

Once you have collected the customer’s name and contact information you can create a new deal using the Qualify Customer box on the right in the Conversations Menu. To simply add customer contact information to the chat without starting a new deal uncheck the Start New Deal box before clicking the Qualify button.