Integrations
Manual

Take ControlPro

Take Control is a Pro feature that allows you to seamlessly take over conversations from the AI assistant and respond to customers personally. When the AI needs a human touch, you can step in instantly.

Behaviour

What does it do?

  • Take over any active conversation from the AI assistant in real-time
  • Respond personally to customers directly from your dashboard
  • When finished, hand the conversation back to the AI with one click
Pricing

Requirements

Step-by-step

How to use Take Control

  1. Go to the Online tab
    In your dashboard, navigate to Conversation → Online to see all active conversations happening in real-time.
  2. Select a conversation
    Click on any active conversation to view the chat history and see what the customer is asking.
  3. Click Take Control
    At the bottom of the conversation, click the purple "Take Control" button to take over from the AI.
  4. Respond as an operator
    Type your message in the input field and send it. Your messages will be delivered to the customer instantly.
  5. End the session
    When you're done, click "End" to return control to the AI assistant. The AI will continue handling the conversation.
Setup

Personalize your operator profile

Set a display name and an avatar so your messages feel personal the moment you take control of a chat. Without it, visitors see the default "Human joined the chat" notice and a generic placeholder avatar.

  1. Open your assistant settings
    In the dashboard, go to Assistant → Settings and expand the "Live chat operator" section (icon: person).
  2. Set your display name
    Type the name visitors should see, for example "Martin from Support". Keep it under 50 characters. If you leave it empty, your account name is used as a fallback.
  3. Upload an avatar
    Choose a square image of at least 150×150 px. If no avatar is uploaded, the default placeholder is shown next to your messages.
  4. Preview and save
    Click "Preview in chat" to see exactly how the bubble header and avatar will appear to visitors, then click Save. Your profile applies instantly to any new Take Control session.