Feature referenceLive chat and handoff · 01 of 06

Live chat and handoff

Rep availability and chat capacity

Rep availability expresses whether a person intends to accept new live website chats. Stand combines that intent with Site coverage, current connection health, and the rep’s concurrent-chat limit before treating the rep as eligible.

Availability
All plans
Configured in
Dashboard → Chats → Available and concurrent-chat controls; Sites → I chat here
Category
Live chat and handoff
Reference status
Current
01

The four parts of human eligibility

ConditionRequired state
Availability intentThe rep has explicitly turned Available on. Turning it off prevents new assignments without erasing the saved chat-limit preference.
Site coverageI chat here is enabled for the matched Site. A rep can be Available generally but ineligible for a Site they do not cover.
CapacityThe number of active human chats is below the rep’s selected concurrent-chat limit.
ReachabilityA healthy dashboard connection continues sending availability heartbeats. A stale or unreachable rep is removed from new matching.
02

Set availability and capacity

  • Use the Available control in Chats or the shared desktop or mobile availability controls. The change is broadcast to other open Stand tabs immediately.
  • Choose a concurrent human-chat limit from 1 through 20. New reps default to 2.
  • The chosen limit is saved as the rep’s intent and survives turning availability off and back on.
  • Use Dashboard → Sites and enable I chat here for every Site where the rep should personally receive live assignments.
  • The dashboard status explains whether the rep is accepting chats, at capacity, covered only by a Stand-in, or not accepting chats.
03

At-capacity and active-chat behavior

Stand reserves a human slot when routing a new chat. Once the number of active human assignments reaches the selected limit, the rep remains Available but is excluded from additional human assignments until a slot is released.

An at-capacity rep can continue every already assigned conversation. Stand may route another visitor to a different eligible teammate or AI Stand-in rather than interrupting or reassigning the active chats.

04

Connection loss and automatic restoration

  • A temporary unhealthy dashboard connection removes the rep from new-visitor matching so a visitor is not assigned to an unreachable browser.
  • The current dashboard remains on screen and shows a retryable connection state rather than discarding the page.
  • Returning to a healthy open Chats screen can restore the prior available intent automatically.
  • Explicitly turning availability off is different: an explicit off state is not silently reversed by a later heartbeat.
  • A rep can choose whether to receive an alert when Stand automatically pauses availability.
05

Availability and boundaries

  • Human live chat, availability, and concurrent-chat controls are included on every plan.
  • The Site must also be registered, enabled, installed, and matched, and the organization must have chat capacity.
  • I chat here controls personal human coverage only; enabled Stand-ins use their own Site and path coverage.
  • Availability affects future routing. Turning it off does not end conversations already assigned to the rep.