AlfaChat | Help Center

How to use

How to open and start AlfaChat conversations on CRM and website pages.

The AlfaChat browser extension works on CRM pages and other websites that display a phone number. Conversations open in the browser side panel, so you do not need to leave the current page.

Using the extension on a CRM or website page

  1. Open a page that contains a phone number, for example a customer card in your CRM.
  2. Wait for AlfaChat to detect the number on the page.
  3. Click the AlfaChat action next to the detected number.
  4. Continue in the browser side panel.

If the contact already exists in AlfaChat

If a conversation already exists for that number, the extension opens the existing chat.

You can read the message history and reply right away, without switching to another tab.

If the contact is new

If there is no conversation for that number yet, AlfaChat lets you start a new one.

  1. Choose the channel you want to use to message the customer.
  2. Confirm creating the conversation.
  3. Start messaging in the side panel.

Messaging without leaving the page

Messages are sent and received in the browser side panel. The CRM or website page stays open, so you can look at the customer card and chat in AlfaChat at the same time.

If a number on the page is not detected, refresh the page and make sure the extension is installed and enabled.

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