> ## Documentation Index
> Fetch the complete documentation index at: https://docs.irisagent.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Live chat

> Let your team take over website chats from the AI agent and reply to visitors in real time from the IrisAgent Conversations inbox

Your AI agent handles website chats until a visitor needs a person. Then a teammate joins from the [Conversations inbox](https://docs.irisagent.com/helpdesk/Conversations-Inbox.md) and replies in the same chat window.

> [!NOTE]
>
> Live chat in the IrisAgent inbox works with the [IrisAgent website chat widget](https://docs.irisagent.com/deploying-irisagent/Chatbot-on-Website.md) and [WhatsApp](https://docs.irisagent.com/helpdesk/WhatsApp.md). To route live chats to another tool instead, see [Salesforce](https://docs.irisagent.com/deploying-irisagent/Salesforce-Live-Chat.md), [Zendesk Messaging](https://docs.irisagent.com/deploying-irisagent/Chatbot-Automation-on-Zendesk-Messaging.md), [Intercom](https://docs.irisagent.com/deploying-irisagent/Chatbot-Automation-on-Intercom.md), or [Freshchat](https://docs.irisagent.com/deploying-irisagent/Chatbot-Automation-on-Freshchat.md).

## How it works

1. A visitor chats with your AI agent on your website.
2. The visitor asks for a person, or the AI escalates. The chat moves to the **Waiting** queue in Conversations. The bot keeps answering while the visitor waits.
3. A teammate clicks **Join chat**. The bot pauses and the teammate replies in real time.
4. The teammate clicks **End chat & return to bot**, and the AI takes over again.

## Turn on live chat

You need IrisAgent admin access.

1. Go to **Deploy → Chat channels**.
2. On the **Website Chatbot** card, click **Manage** and open the chatbot configuration you use on your website.
3. Open the **Handoff** tab.
4. Under **Method**, choose **Start a live chat**.
5. Under **Live chat destination**, choose **IrisAgent inbox (your team replies from Conversations)**.
6. Optional: turn on **Automatically escalate when no answer is found**.
7. Save the configuration.

Repeat for each chatbot configuration that should offer live chat.

## When chats are escalated

A chat moves to the **Waiting** queue when:

* **The visitor asks for a person.** Requests such as "talk to a human" trigger your chatbot's **Agent handoff** procedure. New chatbots include it by default, and you can edit what it says and collects.
* **A procedure escalates**, for example after collecting an order number. See [Workflows](https://docs.irisagent.com/configuring-ai-and-automation/Workflows.md).
* **The AI has no answer**, if you turned on **Automatically escalate when no answer is found**.

Escalated conversations are marked **Agent requested**, set to **New**, and given **High** priority.

## Answer a live chat

The bar above the composer shows who is handling the chat:

| You see | Meaning | Action |
| - | - | - |
| "IrisAgent bot is handling this conversation" | The AI is answering | **Take over from bot** |
| "Visitor asked for a human · waiting …" | The visitor is in the Waiting queue | **Join chat** |
| "You're live with the visitor" | You own the chat and the bot is paused | **End chat & return to bot** |
| "\<Teammate> is chatting with the visitor" | A teammate owns the chat | **Take over** |

### Join and reply

1. Open the **Waiting** queue in Conversations and select the chat.
2. Read the conversation so far and any **Captured details**.
3. Click **Join chat**. The conversation is assigned to you and set to **In progress**.
4. Type in the **Chat** tab and press **Enter**. The visitor sees your message within a few seconds.

If you reply without joining first, the button reads **Take over & send**, and sending takes over the chat.

### Step in before the visitor asks

Click **Take over from bot** on any website chat to pause the AI and reply yourself, for example for a frustrated customer.

### Take over from a teammate

Click **Take over** to reassign a teammate's chat to you. Only the owner can end a live chat, so take it over first if you need to end it.

### End the chat

Click **End chat & return to bot** to hand the visitor back to the AI. Click **Mark resolved** to close the conversation. Resolving also ends any open live chat.

## What the visitor sees

* While waiting: "Connecting you to a support agent…". The AI keeps answering in the meantime.
* After a teammate joins: "You're chatting with \<name>."
* After the chat ends: "The agent has left the chat. Our assistant can help with anything else."

Chats stay connected if the visitor reloads the page.

## Good to know

* Live chat replies are text only.
* There are no agent availability settings or business hours yet. Waiting chats stay queued until a teammate joins or resolves them. If your team isn't always online, ask for an email address in your handoff procedure so you can [follow up by email](https://docs.irisagent.com/helpdesk/Email.md).
* Conversations answered by a teammate are not counted as AI resolutions.
* Website chats close automatically 4 days after they start. The visitor can still read the transcript and can start a new chat with the reset icon.

## Troubleshooting

### The Chat tab says live chat is off for this chatbot

The chatbot's live chat destination isn't the IrisAgent inbox. An admin can change it in the **Handoff** tab. See [Turn on live chat](#turn-on-live-chat). You can still send an email or add a note.

### There is no chat reply option on a conversation

Live chat replies work only for the IrisAgent website chat widget and [WhatsApp](https://docs.irisagent.com/helpdesk/WhatsApp.md). Voice and other chat tools (such as Intercom or Zendesk) can't receive replies from the IrisAgent inbox.

### "Take over the conversation before replying"

A teammate took over while you were typing. Click **Take over** to continue yourself.

## Related pages

* [Conversations inbox](https://docs.irisagent.com/helpdesk/Conversations-Inbox.md)
* [Chatbot on Website](https://docs.irisagent.com/deploying-irisagent/Chatbot-on-Website.md)
* [Workflows and procedures](https://docs.irisagent.com/configuring-ai-and-automation/Workflows.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.