What goes with each question
- Your question and the conversation so far.
- A short summary of the screen you are on — the page, its tab, headings and the numbers shown.
- Your role, so answers fit what you can do.
- When it looks up leads, only the leads you are allowed to see.
How long a conversation lasts
The conversation is kept in your browser tab while you work. Closing the chat ends and clears it, and so does closing the tab.
The one time a conversation is kept
Most conversations are not stored anywhere. When an answer looks as though it went wrong, that one conversation is kept on your site for 30 days so the answer can be checked and corrected. Client names, email addresses and phone numbers are removed before it is saved, and it is deleted after 30 days.
Keys and connections
Every request is handled by your site's server. No keys or credentials are ever sent to your browser.
