Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- To buy seats, you need the Admin or Billing role. To assign seats, you need the Admin role.
- Seat purchase needs a paid plan. On the Free plan the Livechat seats tab shows Upgrade instead of Buy seats. See Plans and upgrading.
- For what a seat grants compared with a role, see Live-chat overview and seats.
Read the Live chat seats card
Open Settings, select Billing, and find the Live chat seats card. The card is shown on paid plans only.
The bar under the counts fills as assigned seats approach the pool. Members with the Admin or Billing role see Buy seats. Admins also see a Manage seats link, which opens the Livechat seats tab in organization settings.
Buy seats
1
Open the Buy livechat seats dialog
On the Live chat seats card, select Buy seats. The dialog title reads Buy livechat seats.
2
Check the price line
Under the title, the dialog states how you will be charged.
On a card-billed plan it reads A prorated charge will be billed to your card on file.
On Enterprise it reads A prorated invoice will be sent to your billing contact.
3
Choose how many seats to add
Under How many seats?, use the minus and plus controls to set the number of seats.
The Total line updates as you go and shows the added cost per billing period and the price per seat.
4
Select Confirm purchase
The button reads Processing… while the change is applied.
A toast confirms the result, for example 2 seats added.
If the change fails, a toast starts with Could not update seats.
Assign or remove seats
Seat assignment lives on the Livechat seats tab of the Organization settings page. Only Admins see the tab.Open the tab
1
Open Settings and select Organization
The Organization page opens with the general and members sections.
2
Select Livechat seats
The tab is titled Live chat seats. Only Admins and Members can have seats.
Admins, Members, and Auditors can read conversations without one.A stats card shows Included in plan, Purchased, Assigned, and Available.
The Buy seats button in the header opens the same dialog as the billing card.
Find the right members
The toolbar above the table has a search box and a Filter button.- The search box, Search members by name or email, filters the table as you type.
- Filter narrows the table by Role, Admin or Member, and by Seat, Seated or Not seated.
Assign or remove one seat
1
Find the member in the table
Use the search box or the filters. Only Admins and Members can receive seats. Viewer, Billing, and Auditor members cannot receive a seat.
2
Turn the Seat switch on
The switch takes effect at once and a toast reads Seat assigned.
The member receives an email and can now reply from Conversations.
3
Turn the Seat switch off to remove a seat
A toast reads Seat removed. The seat returns to Available and the member receives an email.
Assign or remove seats in bulk
1
Select members with the checkboxes
Use the checkbox in each row, or the header checkbox to select every visible row.
A toolbar appears at the bottom of the page and reads, for example, 3 selected.
2
Choose the bulk action
Select Assign 3 seats or Remove 2 seats. Both buttons appear when the selection mixes seated and unseated members.
When the selection needs more seats than are available, the assign button is disabled.
It then reads, for example, Assign 3 seats · 1 more needed.
3
Read the confirmation
A toast reads 3 seats assigned or 2 seats removed and the selection clears.
