Simple CRM

Connecting to Amazon Connect

Nonprod

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Chat layout

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Auto-accept: Checking Set in Amazon Connect

Away reasons

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Chat

POC

Transfer

LivePerson

Open chats over your chat limit, set by your Manager: 0

No chats

No chat open

Incoming chat

You are at your limit.

Pick a chat on the left. New chats ring here.

Search replies

AI Assist Suggested answer Sample

Tone

Smart rewrite Sample rules

Insert link

URL

Text to display

The customer sees the display text as a link that opens in a new tab. Enter adds it to your reply without sending.

Close the loop

Note

Sample The customer record is not wired yet, so the outcome and note are saved on the Connect chat. Saving closes the contact for real.

My past chats

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Chat Settings

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Chat Dashboard

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User Management

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No tabs for your role yet

Your role doesn’t include Chat, Chat Settings, Chat Dashboard or User Management. Ask an admin to update your role.

Keyboard reference

Ctrl or Alt + ↑ ↓: Previous or next chat, even while typing (← → too in the bottom strip)
+ Shift: Longest wait or last chat
Alt + 1 to 0: Chat in slot 1 to 10
Enter: Send; Shift + Enter adds a line
In a list: Enter adds an item; Ctrl + Enter sends
Ctrl + B or I: Bold or italic
Ctrl + K: Add a link
Tab: Accept the smart rewrite
Ctrl + Enter: Send a transfer from its dialog
Esc: Close a dialog or panel
F1: Open or close this list

Transfer to Sales

AI summary

Note for the next rep (optional)