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 shows the unit price and how you will be charged.
On a card-billed plan it reads prorated charge billed to your card on file.
On an invoice-billed Enterprise plan it reads prorated invoice 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.
4
Select Confirm purchase
The button reads Processing… while the change is applied.
A toast confirms the result, for example 2 seats added with the same proration wording.
If the change fails, the toast reads Could not update seats. No seats were added.
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 header reads Live chat seats and repeats the rule that seats are independent of role.
A stats card shows 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 three controls.- A search box, Search members by name or email…, filters the table as you type.
- A role filter offers All roles, Admin, Member, and Viewer.
- A seat filter offers All, Seated, and Not seated.
Assign or remove one seat
1
Find the member in the table
Use the search box or the filters. Billing and Auditor members appear, but their switch is disabled.
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.
