—> Learn how to seek and edit information from the contact widget while chatting

When chatting from the the conversations tab in your charles tool, you find useful information about your current chat partner on the right… Here charles allows you to:

1. Adding tags
2. Edit opt-in status
3. Manually send opt-in requests
4. Edit contact information
5. Add additional information

Adding tags

While chatting with customers, you can

• see all tags already associated to a user
• delete existing tag
• add existing tag
• add new tag

If you want to delete or change tags, find our guide here Manage existing tags