{"id":289027,"date":"2026-03-05T07:41:29","date_gmt":"2026-03-05T07:41:29","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/?post_type=docs&#038;p=289027"},"modified":"2026-03-19T16:00:54","modified_gmt":"2026-03-19T16:00:54","password":"","slug":"17531582338845","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/17531582338845\/","title":{"rendered":"Chat features in the visit window in Altegio"},"content":{"rendered":"\n<p>Most clients prefer to communicate via <strong>messengers<\/strong>, as this is the most convenient way to stay in touch today. <strong>Altegio<\/strong> now has a new feature for businesses that helps improve the quality of client communication and raise the level of service \u2014 a <strong>chat inside the appointment calendar and the visit window.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Improve your company\u2019s service level with Altegio\u2019s convenient communication tools<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reply to client questions <\/strong>faster directly in Altegio.<\/li>\n\n\n\n<li>More information on one screen. The receptionist doesn\u2019t need to <strong>switch between browser tabs <\/strong>or search in a phone app to find what they need.<\/li>\n\n\n\n<li>Use all the benefits of modern messaging: <strong>send documents and images.<\/strong><\/li>\n\n\n\n<li><strong>Don\u2019t miss incoming client messages <\/strong>thanks to built-in new message notifications.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Chat features in the appointment calendar<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The chat is <strong>available in the appointment calendar<\/strong> and can be opened\/closed with one button.<\/li>\n\n\n\n<li>The chat doesn\u2019t cover the appointment calendar;<strong> it opens on the right as a widget.<\/strong><\/li>\n\n\n\n<li>While chatting with a client, you can <strong>create a visit for them in parallel.<\/strong><\/li>\n\n\n\n<li>The chat stays open when <strong>switching days of the week<\/strong> in the appointment calendar.<\/li>\n\n\n\n<li>The chat stays open when <strong>switching to any appointment calendar mode<\/strong>, for example \u201cTeam member schedule for the week\u201d or \u201cResources.\u201d<\/li>\n\n\n\n<li>A <strong>full conversation history<\/strong> with the client is available in the chat.<\/li>\n\n\n\n<li>The chat button shows a <strong>red indicator<\/strong> when there is a new incoming message from a client. Pop-up notifications can also be enabled\/disabled; read more about setup <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/17544992197789\/\">here<\/a>.<\/strong><\/li>\n\n\n\n<li><strong>Auto-saving of new clients<\/strong> is available for the chat too.<\/li>\n\n\n\n<li>In the chat, you can identify a client via the client search side panel in the appointment calendar. The appearance and design of the buttons may differ across partners. After clicking the identification button, the client\u2019s data will appear in the <strong>\u201cClients\u201d <\/strong>tab, where you can view the client\u2019s categories, the note from their profile, and visit history; open the client\u2019s past or upcoming booking\/event in the appointment calendar and go to the weekly schedule of the team member the client previously booked with. Read more about using the client search panel in the <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/11656104688797\/\">article<\/a>.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de83182562c&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de83182562c\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"480\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-1024x480.png\" alt=\"\" class=\"wp-image-289036\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-1024x480.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-300x141.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-768x360.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-1536x720.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-360x169.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19-1568x735.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.27.19.png 1800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Chat features in the visit window<\/h2>\n\n\n\n<p>The chat is located on the <strong>\u201cVisit details\u201d<\/strong> tab and opens via the \u201cChat Beta\u201d button. The chat automatically pulls the conversation with the client from the visit if their phone number is entered and that number has WhatsApp.<\/p>\n\n\n\n<p>When creating a new visit, the chat is unavailable because it \u201cdoesn\u2019t know\u201d the client\u2019s phone number yet. Simply enter the client\u2019s phone number and the chat will automatically find and display the conversation (if that number has WhatsApp). A full conversation history with the client is available in the chat.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Connection<\/h2>\n\n\n\n<p>All internal chat functionality is implemented on the partner\u2019s side. Altegio provides partners with the ability to embed the chat into the interface and interact with it. At the moment, chat support has been implemented by our partners <strong>Integrilla<\/strong>, and soon by <strong>Fromni, Flowsell, and Message.Help.<\/strong> You can find the full list of partners in the Altegio Marketplace using the search key <strong>\u201cChat\u201d.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Connection<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Integrations > Notifications<\/strong> and connect the partner\u2019s app that supports chat.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de831825fe3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de831825fe3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"395\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-1024x395.png\" alt=\"\" class=\"wp-image-289060\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-1024x395.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-300x116.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-768x297.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-1536x593.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-2048x791.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-360x139.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.37.20-1568x605.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Register on the partner\u2019s website and pay for the integration.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de83182674d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de83182674d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"616\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-1024x616.png\" alt=\"\" class=\"wp-image-289081\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-1024x616.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-300x180.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-768x462.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-1536x924.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-2048x1231.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-360x216.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2026\/03\/Screen-Shot-2026-03-05-at-11.39.29-1568x943.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>The chat will automatically appear in the side panel in the appointment calendar on the \u201cChat\u201d tab, and on the \u201cVisit details\u201d tab in the visit window, once the partner enables the integration for your location on their side.<\/li>\n<\/ol>\n\n\n\n<p>Open the chat window in the appointment calendar and enter your login and password for the partner\u2019s website, or start using the chat right away. The chat is connected and ready to use.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Notes<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Chat is enabled only if a partner integration from <strong>Integrations &gt; Notifications<\/strong> is connected in your location.<\/p>\n\n\n\n<p>We recommend using Google Chrome. Chat is available only in the web version of Altegio on a computer; the best experience is with a screen resolution of <strong>1360\u00d7768<\/strong> or higher.<\/p>\n\n\n\n<p>To access the chat, an Altegio user must have the following permissions enabled: in the \u201cAppointment calendar\u201d section > \u201cShow phone numbers\u201d, and in the \u201cVisit window\u201d > \u201cAccess to client data\u201d.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Most clients prefer to communicate via messengers, as this is the most convenient way to stay in touch today. Altegio now has a new feature for businesses that helps improve the quality of client communication and raise the level of service \u2014 a chat inside the appointment calendar and the visit window. Improve your company\u2019s&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/17531582338845\/\">Continue reading <span class=\"screen-reader-text\">Chat features in the visit window in Altegio<\/span><\/a><\/p>\n","protected":false},"author":44,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[44],"doc_tag":[1447,1507,2071,1492],"class_list":["post-289027","docs","type-docs","status-publish","hentry","doc_category-how-to-work-with-the-appointment-calendar","doc_tag-appointment-calendar-en","doc_tag-client-en","doc_tag-integrations-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":697,"total_views":"35","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"lilit.m@alteg.io","author_nicename":"lilit-malteg-io","author_url":"https:\/\/alteg.io\/en\/author\/lilit-malteg-io\/"},"doc_category_info":[{"term_name":"How to work with the Appointment Calendar","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/how-to-work-with-the-appointment-calendar\/"}],"doc_tag_info":[{"term_name":"Appointment Calendar","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-calendar-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Integrations","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/integrations-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/289027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/44"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=289027"}],"version-history":[{"count":7,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/289027\/revisions"}],"predecessor-version":[{"id":301354,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/289027\/revisions\/301354"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=289027"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=289027"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=289027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}