Captivate Chat
  • 📚Overview
  • 💻Components
  • 📕Changelog
  • 🚀Get Started
  • DASHBOARD
    • Homepage
      • Setup
        • My AI Chatbots
        • Chat Flows
      • Transcripts
      • Tokens
      • Settings
        • Edit Profile
        • Manage Plan
        • Account Details
        • Referrals
  • START CREATING
    • Create an AI Chatbot
      • Setting Up
      • Import Your Own Information
        • URL Crawler
      • Select Type
      • Train your AI Chatbot
      • Select Integration
      • Finishing Touches
      • Modify your AI Chatbots
    • Create a Chat Flow
      • Setting Up
      • AI Chatbots
      • Select Channel
        • Channel: Web Chat
          • Preview your Web Widget
        • Channel: Facebook
        • Channel: Instagram
        • Channel: WhatsApp
          • Setting up WhatsApp
          • Submit your first WhatsApp Sender
          • Setting up more WhatsApp Senders
          • Configure the Endpoint for Integration
        • Channel: Full Chat
          • Preview Full Chat Channel
        • Channel: Custom Channel
          • JavaScript Socket API
          • Socket API
          • Socket Conversation Testing
      • Select Live Chat Vendor
      • Modify your Chat Flow
    • Connect a Live Chat
      • Microsoft Teams
        • Set up the Captivate Chat MS Teams App
          • MS Teams App Chat Prompts
        • Connect your Captivate Chat account
        • Connect your Chat Flow
        • MS Teams App Chats
        • Test your Microsoft Teams integration
    • Create a Custom Component
  • 💬SUPPORT
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  1. START CREATING
  2. Create a Chat Flow

Select Live Chat Vendor

PreviousSocket Conversation TestingNextModify your Chat Flow

Last updated 5 months ago

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After deciding on your AI Chatbot and connecting your Channel, you can now choose your Live Chat in the Step 3: Select Live Chat Vendor page. This determines what internal messaging platform your will use to connect your Live Agents to your customers.

Doing this will make this specific Chat Flow visible to the Captivate Chat app in the Live Chat service you selected. It won't be visible in unselected platforms.

This step won't connect the Live Chat service to your Chat Flow yet!

You can only assign a Live Chat service to your Chat Flow in "Step 3: Select Live Chat Vendor".

This step only ensures your Chat Flow is recognized by the Live Chat service you selected.

Connect your Live Chat service to your Chat Flow in a different process!

In order to connect your Live Chat service to this Chat Flow, you have to follow a specific process outside of the Captivate Chat platform.

There are specific instructions to connect Captivate Chat within the MS Teams app, and different instructions to connect Captivate Chat to the Slack program.

The "Select Live Chat Vendor" screen allows users to select their preferred Live Chat to connect customers to agents.
The "Select Live Chat Vendor" screen allows users to select their preferred Live Chat to connect customers to agents.