Protect your agents and the customers they assist by blocking sensitive data and unwanted visitors.
Required Editions
| View supported editions. |
Important
Legacy Chat will be retired on February 14, 2026. To avoid service interruptions to your end users, switch to enhanced Chat (formerly Messaging for In-App and Web). Enhanced Chat offers many of the legacy Chat features that you love plus asynchronous conversations that can be picked back up at any time. Learn about migrating in Help and Trailhead.
- Block Sensitive Data in Chats
Sensitive data rules let you block specific patterns, such as credit card, Social Security, phone and account numbers, or even profanity. You can choose to remove the text or replace it with your preferred characters. - Let Your Agents Block Visitors by IP Address
Help your agents avoid troublesome customers by blocking chats from specified IP addresses. - Create an IP Blocking Rule to Block Chat Visitors
Help your agents avoid troublesome customers by blocking chats from specified IP addresses.