# Access Chat UI When “Regarding” of Chat Session Is Set

* **Access Chat UI When “Regarding” of Chat Session Is Set**

Chat UI is accessible from any CRM Records as well when Regarding is Set.

**For Example:** If a **Lead** record is associated as regarding to a particular session, then here is how you can access Chat UI from **Lead** record.

* Navigate to **Settings** --> **Customizations.**

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* Click on **'Customize the System'.**

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* Navigate to **Entities** Navigate --> **Lead** --> **Forms**.

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* Click on **Lead** Entity with Form Type Main.

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* Select (or Add) the **Tab**

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* Then Select, **Subgrid**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FLzT0UTmu2ECxg92ISpat%2Fchatui7.png?alt=media&#x26;token=60820b54-dc17-459a-900e-d21a239f7182" alt=""><figcaption></figcaption></figure>

* A new window will pop up. Add the **Name, Label, Records** as **Only Related Records, Entity** as **Chat Sessions (Regarding), Default View** as **All Chat Sessions - Internal Purpose.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F4Ee8WGE8JFIPAgC4bM9c%2Fchatui8.png?alt=media&#x26;token=138908fb-1e7d-45be-8604-e1cf5831ca57" alt=""><figcaption></figcaption></figure>

* Navigate to **Controls** and click **Add Controls.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fqr1YDFj25zSTLiLIEJjl%2Fchatui9.png?alt=media&#x26;token=e6d18204-0439-41fd-9e57-04f84b96915d" alt=""><figcaption></figcaption></figure>

* From the dropdown list search for **Chat Systems** and add it as a control.

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* Once done, **Chat Systems** will be shown under the **Controls Tab** and you can enable it for multiple devices to access it accordingly.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FnabVOUAS2KnYnDGodDyv%2Fchatui11.png?alt=media&#x26;token=00c962f6-aed9-47f7-9b1a-482691dbaaee" alt=""><figcaption></figcaption></figure>

* After clicking **Ok**, then click on **Save** & **Publish** for the grid to be visible.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGJk6KEJASrLTpvgpySbr%2Fgrid.jpg?alt=media&#x26;token=ac893d40-1eab-425c-a4ff-5f442e64bf49" alt=""><figcaption></figcaption></figure>

* Once done, you can view the Chat UI on the Lead Record and communicate with the customers directly, as shown in the screenshot below.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F66q8sDQ4oidtx79E3fXM%2Fswap12.png?alt=media&#x26;token=b856b4ca-2d38-4ba1-a035-a87fd8078d94" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
