Chat

Real-time team and support conversations.

Overview

This guide covers chat workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Channels

Configure Channels according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Direct messages

Configure Direct messages according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Support chat

Configure Support chat according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Presence

Configure Presence according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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