Using the Live Chat tool in LivePlan Follow

You can chat with us live Monday-Friday, 8am - 5pm U.S. Pacific Standard Time. To activate a chat, just click on the Help button near the top-right of your LivePlan window:

Next, click Get Help:

Once you click that button, you'll be presented with a search box, which you can use to search for articles in our help center if you prefer. Or, to proceed to live chat, click the Live chat button:

Minimizing the chat window

Once your chat is in process, if you're finding that the chat window is obscuring parts of your screen, you can easily minimize it and restore it, using the button in the upper right corner as shown below:

Note: You won't lose your chat in progress by minimizing the chat window.

Turning off chat notification sounds

Each time a new reply is posted to your chat, you'll hear a bell sound. If you prefer to turn this off, just click the Options icon (the three dots) at the bottom of the chat window. That link will pop up an Options menu:

Click on the Sound indicator to toggle the sound off:

Uploading a file to your chat

Sometimes, you may need to send us a screen capture or a PDF copy of your plan. To upload this to the chat, click the Options icon (the three dots) at the bottom of the chat window. Then select the paperclip icon.

A window will open, where you can select the file to upload from your computer.

Getting a chat transcript

If you would like a complete transcript of your chat with us, just click the Options icon (the three dots) at the bottom of the chat window. Select Email Transcript:

Enter the email address you'd like the transcript sent to, and click Send. The transcript will be sent once the chat ends:

Ending a chat

You can end your chat by clicking on the Options icon (the three dots) at the bottom of the chat window, and selecting End This Chat:

Click End to confirm:

After you've ended a chat, you can always start it again by typing into the chat box again: