Starting a New Chat with a Client

This article will walk you through starting a new chat case with one of your clients using Anipanion.

Anipanion Zendesk Logo v4-1

First, check out this video, which will show you how to start a new chat with a pet parent.

Step by Step Instructions

Step 1: Log in to the Anipanion Web App.

Step 2: Select the Chat tab at the top of the left side navigation bar.

Step 3: Under Pet Parents click on the pencil icon to start a new chat.

 

Screen Shot 2022-04-22 at 10.37.47 AM

 

Step 4: Search under pet parent or patient's name. 

 

2.0 screenshot #18 Chats - New - search empty copy

 

Step 5: Select the pet parent or patient you wish to contact.

 

2.0 screenshot #19 Chats - New - search typeahead

 

Step 6: Fill out the appropriate fields and type out your message to your client.

 

chat box

 

Step 7: Click on the paper airplane icon to send the message to your client.

 

2.0 screenshot #22 Chats - Chats - New - Initial Chat Message Copy copy

 

Step 8: Your message will now be visible in a chat thread. You and your client can continue to message one another, send images, documents, and start a video call consultation.

 

2.0 screenshot #23 Chats - Case completed

 

Need some extra support? We're here for you and can't wait to help!

📞/💬 : Phone: (858) 208-0018
📩 : Email: support@anipanion.com
👩‍💻 : Hours: Monday - Friday 9am - 5pm PST