Guides

RolChat is built from modules that share one customer record. The CRM is always on; every other module can be switched on or off per site in Settings → Modules, and the navigation shows only what is active.

Guide	What it covers
Navigation	The sidebar, company and site switchers, shareable URLs, the command palette
Inbox	Folders, inboxes, saved views, badge counts, auto-assignment
Conversations	Statuses, who is handling (AI or human), merging, snoozing, auto-resolve
CRM	Leads, contacts, companies, deals and pipelines, deduplication, import and export
Channels	E-mail, live chat widget, Telegram, WhatsApp, forms, phone
Visitors	The live visitor map, proactive chat, identification, cobrowse
Tickets	Ticket lifecycle, SLA, queues, how tickets are created
Marketing	Campaigns, trigger messages, lead forms, booking forms, surveys
Knowledge base	Articles, categories, the public help portal, custom domains
Phone	Providers, calls, transfers, IVR, queues, recording, transcription
Automation	Rules: events, conditions, actions, dry runs
Reports	The nine dashboards, metric definitions, exports, BI datasets
Privacy	Consent banner, generated policies, cookie scanner, data-subject requests
AI	Bring-your-own-key providers, the AI agent, budgets, what degrades without a key
Settings and roles	Account, sites, team, roles, security, notifications, billing