🗺️ Overview
If you are setting up or testing a new workflow for a client, it is important to know how to properly close an active chat session and validate that your messages are working as expected. This article walks you through both actions so your workflow testing runs smoothly.
💬 How to Close an Active Chat Session
When you have finished a conversation in the live chat widget — whether it was a real support interaction or a test session — you can close it at any time. Follow these steps:
- Locate the live chat widget in the bottom-right corner of the Search Atlas platform.
- Open the active chat session you want to close.
- Look for the close or end conversation option within the chat window (usually a small X icon or a menu option inside the widget).
- Confirm the closure when prompted. The session will be marked as resolved and removed from your active queue.
Note: Closing a chat session does not delete the conversation history. Previous messages remain accessible for reference.
🛠️ Testing a New Workflow Message for a Client
Before launching a workflow message to a client, it is good practice to test it internally to make sure the content, formatting, and triggers behave as expected. Here is how to do that:
- Navigate to Coworker using the left sidebar, or go directly to /coworker in your browser URL.
- Select the workflow or message sequence you are building or editing for the client.
- Use the built-in preview or test option within the workflow editor to simulate how the message will appear to the recipient.
- Review the message content, variables, and any conditional logic to confirm everything displays correctly.
- If the workflow includes automated triggers, verify that the trigger conditions match the intended client scenario before activating.
- Once validated, save and activate the workflow for the client.
✅ Best Practices for Workflow Validation
- Use a test account or sandbox client profile whenever possible to avoid sending unfinished messages to real clients.
- Label test sessions clearly so team members know a conversation is part of a workflow test and not a live client issue.
- Close test chat sessions promptly after validation is complete to keep your support queue clean and accurate.
- Document your workflow changes with a brief internal note so your team stays aligned on what was updated and why.
❓ Frequently Asked Questions
Can another team member close a chat session I started? Yes, any team member with the appropriate permissions can close an open session from within the platform.
Will closing a test chat affect the client's live workflow? No. Closing a chat session only resolves that specific conversation. It does not modify or deactivate any workflow you have set up for the client.
What if the workflow message does not trigger correctly during testing? Double-check the trigger conditions and any dynamic variables inside the Coworker workflow editor. Make sure all required fields are filled in and that the client profile used in the test matches the expected trigger criteria.
🙋 Need More Help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.