--- title: "Welcome to Chat - Glossary and First Steps" source_url: https://help.chilipiper.com/hc/en-us/articles/27764832310547-Welcome-to-Chat-Glossary-and-First-Steps article_id: 27764832310547 updated_at: 2025-06-25T17:45:44Z --- Chili Chat is the powerhouse behind tailored website buyer journeys, effectively driving pipeline growth. It optimizes interactions with targeted buyers by connecting with them 24-7 to enhance the conversion process and fuel sales opportunities. * * * #### Table of Contents * First Steps & Getting Used to Your Inbox * Integrations * Chat Deployment and Customization * Data Fields * Rules * Matching Algorithms * Journeys * Customizing and Deploying Chat * Edit a Journey in Dev Mode * Using Handoff to Book Meetings * * * ## First Steps & Getting Used to Your Inbox If you are a user with an Admin or a Sales Rep dealing with prospects via Chat, there are some initial steps to be followed to ensure you will get the most benefit from Chat. Getting used to your Inbox is also a must! The articles below will help you with that! * [Sales Rep Setup Guide](https://help.chilipiper.com/hc/en-us/articles/27569006621971/) * [Admin Inbox Setup Guide (Admins only)](https://help.chilipiper.com/hc/en-us/articles/27570542342419/) * * * ## Integrations Chat integrates with other software to facilitate the booking process for you and your team even more. Check below which software Chat currently integrates with and how to configure them. If you are an **Admin** , click on each integration's name to learn more about them. * [Configuring the Salesforce Integration in Chat](https://help.chilipiper.com/hc/en-us/articles/27617634702227/) * [Configuring the Slack Integration in Chat](https://help.chilipiper.com/hc/en-us/articles/27615573655699-Configuring-Slack-notifications-in-Chat%20) * * * ## Chat Deployment and Customization Now, it's time to set up, customize, and deploy Chat on your website! This section and its sub-sections are also dedicated to **Admins**. ### Data Fields Data Fields are reusable properties used throughout the Chili Piper Fire platform. They allow you to capture visitor data against a data type structure and sync it to mapped Salesforce fields. Click [**here**](https://help.chilipiper.com/hc/en-us/articles/27607845025555-Setting-up-Data-Fields%20) to learn more about setting up Data Fields for your org. This should be available for **Admin** setup only. ### Rules Routing rules are crucial to ensure your prospects are correctly routed among your Teams within your Chili Piper products and assets. Click [**here** ](https://help.chilipiper.com/hc/en-us/articles/30080073275027/)to learn more about creating and maintaining your Rules! ### Matching Algorithms Chili Piper has some Matching options in your Workspace Assets to help you build even more detailed use cases with Chat! * **Lead-To-Account (L2A) matching:** It can be disabled or enabled to define if Distro should use our algorithm to match Leads to Accounts. **Note** that enabling the L2A for your org is optional. Since this setting has some details to be aware of, we recommend checking [**this article**](https://help.chilipiper.com/hc/en-us/articles/14008379577491) * **Custom Matching:** We also have the capability to create a Custom Matching between two objects anytime there’s a one-to-many relationship between these two objects, giving you even more flexibility to work on more use cases for record assignment. **[Learn more about it here](https://help.chilipiper.com/hc/en-us/articles/32746523702035-Custom-Matching-in-Chili-Piper)**. * **Match to Opportunity and Case:** Directly route a Lead or a Contact to an existing Opportunity owner or Case Owner through our Matching section. **[More details here](https://help.chilipiper.com/hc/en-us/articles/33532253394323/)**! ### Journeys A Journey is where you can set up an automated experience on your website for visitors to interact with. The ultimate goal is to qualify them and lead them to a conversion event, such as capturing their email address and/or booking a meeting with a rep. Learn more about how to create a journey in Chat [**here**](https://help.chilipiper.com/hc/en-us/articles/27532198601107-Creating-a-Playbook-in-Chat). ### Customizing and Deploying Chat After setting up the assets above, it's time to customize Chat to ensure it matches your company's branding and user experience and deploy it on your website. Check **[this article](https://help.chilipiper.com/hc/en-us/articles/27569875283091/) **to learn how! ### Edit a Journey in Dev Mode Journey dev mode allows you to view and save an HTML file of your Journey so that you can create a duplicate version as a backup or as a copy of a new one! Click [**here**](https://help.chilipiper.com/hc/en-us/articles/27663464124819/) to learn how to benefit from this feature. * * * ## Track UTM Parameters via Chat This section is dedicated to **Admins**. UTM parameters benefit your marketing/sales efforts because they allow you to monitor your conversions, track an ad campaign's effectiveness, and see the sources getting people to book meetings with your team. [**Click here**](https://help.chilipiper.com/hc/en-us/articles/31275615886867-Tracking-UTM-Parameters-via-Chat) to check how to track UTM parameters via Chat! * * * ## Using Handoff to Book Meetings Handoff automates scheduling and lead routing from prospecting to sales to implementation. And we’ve been doing this for almost a decade. If your team also uses Handoff, imagine combining Chat and Handoff products to get a spicy and easy booking experience for you and your reps. [Click here](https://help.chilipiper.com/hc/en-us/articles/30904568240019/) to check more! * * * ## Get Benefit from Chat's Guest Sessions This section is likely more beneficial for **Admins** , but also helpful for **non-Admins** to better understand how Chat captures Guest Sessions. Chat's Guest Sessions provide visitors with a more personalized and seamless experience. These sessions ensure visitors are always targeted with the right Journey and can restart a conversation if needed. Use sessions to hyperpersonalize visitor targeting with specific Trigger node properties for session history, site count, and targeting returning visitors. [Click here to learn more](https://help.chilipiper.com/hc/en-us/articles/32427722305171-Guest-Sessions-in-Chat)!