How to automatically search articles in the Live Chat

The automatic search feature allows the Knowledge Base articles to appear in a live chat when your client sends you a message with a keyword which will trigger articles tagged with the same words.

To do this, you need:

1. Go to the Help Center
2. Select an article and click on it
3. Under Article keywords select a used tag or type a tag word into the Add a new keyword field and hit Enter

4. Go to the Settings and make sure you turn on the auto search under "Should we try to let Customerly AutoReply give an answer for you?"
Save the settings. 





Here is a video to see how it works:


To make it work you will need:

  • The new live chat
  • A public help center article
  • Tags on the Help Center articles


    Done! 🙂