Conversation Management

Free

Shared inbox tools

Keep track of who is handling what, without a spreadsheet

Every conversation, from web chat or any other inbox, has a status, a priority, an assignee and labels. Agents leave private notes for each other, mention a colleague to pull them in, and see when someone else is already replying.

All of this is free on every edition, with unlimited agents. This page describes the ASP.NET Core edition of DChat 2.0.7; the separate Web Forms package does not include the 2.0.5, 2.0.6 or 2.0.7 additions.

Status and snooze

Open, pending, snoozed or resolved. A snoozed conversation reopens by itself at the time you choose.

Priority and assignee

Set a priority from low to urgent and give each conversation one owner, then filter the list by either.

Labels and notes

Label conversations for reporting, and add private notes that the customer never sees.

See it before you reply

When a colleague has the same conversation open or is typing a reply, a banner says so, so two agents do not answer the same customer.

DChat conversation with a banner saying another agent is typing a reply, status, priority and assignee controls, and a private note

Filter the queue

Filter by status, assignee, priority, label and who handled it, and act on many conversations at once.

DChat conversation list filtered to open conversations, with priority, assignee, labels and SLA missed badges

Bring in a colleague

Invite another agent into a live chat, or transfer it to an agent or a department. The visitor sees who joined.

DChat chat widget where a second agent has joined the chat and both agents reply

Included

  • Statuses: open, pending, snoozed and resolved
  • Snooze until a date and time, up to a year ahead
  • Priorities: low, medium, high and urgent
  • One assignee per conversation
  • Labels, with filters and reports by label
  • Private notes on the conversation thread
  • @mentions with a Mentions page and a push notification
  • Bulk status, priority, assignee and label changes, up to 200 at a time
  • Also viewing and typing warnings between agents
  • Invite or transfer to another agent or a department

New in 2.0.6

Faster ways through the queue

All of these are free on every edition.

Free

Saved views and Participating

Save a filter as a view for yourself or, as an administrator, for the whole team: up to 30 of each. The built-in Participating view lists conversations you are assigned to, have written in or were @mentioned in.

Free

Command palette and shortcuts

Ctrl+K or Cmd+K goes to a page, finds a conversation or contact, and assigns, resolves, snoozes, labels or runs a macro (macros are Premium) on the open conversation. Press ? for the list of single-key shortcuts: J and K to move, R to reply, N for a note, E to resolve, A to assign to yourself.

Free

Snooze by typing

Type “in 3 hours”, “tomorrow 9am”, “next monday” or a date, in your own time zone, and see the wake-up time before you confirm. “Until the customer replies” is a preset.

Free

Merge conversations

Move one conversation into another. Messages and private notes join the kept conversation in time order, labels and attributes carry over, and the merged one stays behind, resolved and read-only, pointing to it.

Free

Transcripts and files

Download a conversation as plain text or HTML, with or without private notes, or email it through your SMTP server. A Files panel lists every attachment in the conversation, and the contact page lists them across all of that contact’s conversations.

Free

Signatures and template variables

Each agent can set a reply signature that is added under their replies on every channel. Canned responses and away replies can use variables such as {{contact.name}}, {{agent.name}} or a contact attribute; a variable that has no value is highlighted for you to fill, never sent blank. Macros, which are Premium, can use them too.

Saved views

Personal and team views sit above the list, with a count beside each.

DChat conversations page with saved views for Participating, a team view, a personal view and status, assignee, label and channel filters

Command palette

Search, go to a page, or act on the open conversation.

DChat command palette open on a conversation, listing Assign to me, Resolve, Snooze, Add label and Apply macro, then pages to go to

Snooze by typing

The palette shows when the conversation will wake before you press Enter.

DChat snooze box with next monday 10am typed and the resolved wake-up time shown, above presets such as for 1 hour and until the customer replies

Merge

Pick the conversation to fold in; it stays behind, read-only.

DChat dialog to merge conversation 43 into conversation 42, explaining that messages, notes, labels and attributes move over

Transcript

Download or email a transcript, with private notes only if you tick the box.

DChat transcript dialog with plain text and HTML options, an include private notes checkbox, a Download button and an email address field

Keyboard shortcuts

Single-key shortcuts do nothing while you are typing, so they never take a letter of a reply.

DChat keyboard shortcuts list: Ctrl K or Cmd K for the command palette, question mark, slash, J, K, R, N, E, A and Esc

New in 2.0.7

Teams

Teams are free on every edition. Auto-assignment, which can be aimed at a team, is part of Premium.

Free

Organise the work behind the scenes

Create teams such as Billing or Night shift, each with a name, icon, colour and members; an agent can be in several. Hand any conversation, from any department or channel, to a team and back. Departments still decide which queue a visitor waits in, so the widget does not change.

Free

Filter, save and report by team

The conversation list filters by team or by “no team”, a saved view can keep the team, and Reports count conversations per team. Being in a team does not let an agent open more conversations than their role allows.

Premium

Auto-assignment to a team

On Premium, auto-assignment can offer waiting chats only to one team’s members and hand the conversation to that team.

Teams page

The page explains how teams differ from departments before you create one.

DChat Teams page explaining teams versus departments, a New team form with name, icon, colour and member checkboxes, and a list of two teams with their members DChat conversation header with status, priority, assignee and a Team selector set to Billing

Working as a team

Mentions that reach people

Type @ and a colleague's login in a private note. They get an entry on their Mentions page, with an unread count, and a browser push notification if they have turned notifications on.

Bulk actions for busy days

Select up to 200 conversations and change their status, priority or assignee, or add and remove a label, in one step.

Collision warnings

The conversation shows who else has it open and who is typing a reply, so a customer does not get two different answers.

Paid extras, clearly marked

Macros, automation rules and auto-assignment build on these tools and are part of Premium. Everything listed above stays free.

Questions we get asked

Are these inbox tools free?

Yes. Statuses, priority, assignees, snooze, labels, private notes, mentions, bulk actions and collision warnings are all in the free Community edition.

Can two agents work in the same chat?

Yes. An agent can invite a colleague into a live chat, or transfer it to another agent or a department.

What does snooze do?

A snoozed conversation leaves the open list and reopens by itself at the date and time you chose, up to a year ahead.

A shared inbox, free with unlimited agents

Add Premium only if you want automation rules, macros and auto-assignment on top.

Self-hosted customer support software

Deploy live chat on your own terms, not on someone else's pricing model.

DChat gives you the installable server, web dashboard, website widget, and desktop agent tools in one self-hosted product, with live chat free to run, and an AI agent that answers, acts with the approvals you set and hands off to your team when you want one. Run it on infrastructure you trust, on the model you choose.

Deployment

Install on Windows or Linux, behind IIS or Nginx, in a VM, or in Docker if that fits your stack.

Commercial model

Live chat is free with unlimited agents. Premium, with the AI agent, is billed per agent per month, never per conversation.

AI Flexibility

Run the AI agent on a local Ollama model, or connect OpenAI and Anthropic with your own provider accounts.