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Chat

The Chat support allows immediate and extended support on live basis. If any user needs an urgent solution to a problem, the chat support becomes a benefit. For example, if a requester needs help or guidance for some queries, one can use chat for instant help. This feature is disabled by default and user needs to enable it.

To view the Chat page, navigate to Admin > Support Channel > Chat.

Chat Support
Chat Support

The page provides the following options:

  • Allow Chat Support: Enable or disable the flag to start using the Chat Support. Once the chat engine is enabled, it will get reflected on the Panel.
Enable Chat
Enable Chat
  • Allow Collaboration Support: Enable or disable the flag to allow technician to technician conversation. If this flag is disabled,
    • Enable: Technicians can have a conversation with Requesters as well as peer Technicians.
    • Disable: Technicians cannot chat with other technician. Only Requester to technician will work.
  • Technician: Select the desired technician you wish to add for the live support. You can add multiple technicians.
  • Technician Group: Select the desired Technician Group you wish to add from the dropdown list.
  • Welcome Message: Enter the message you want the Requester to view when a chat is started in the form of a Welcome Message.
  • Missed Message: Enter the message you want the Requester to view when a chat is missed.
  • Timeout: Enter the time duration within which if a chat is not answered then it will be marked as Missed. Timeout must be 30 seconds or more.

Once you have configured the above parameters, click Update to make the changes live.

Chat Console

Chat Console
Chat Console

The Chat Console consists of mainly 4 tabs:

  1. Requester Chat: Displays the pending, ongoing, missed, and completed chats of the requesters.
  2. Collaborations: Displays the technicians with whom the chat is collaborated.
  3. Virtual Agent: Displays the requester chats via virtual agent.
  4. Unanswered Bot Response: Displays the messages and their count which the bot was unable to answer.

Requester Chat

This tab displays the chats of the requesters according to their status like pending, ongoing, missed, and completed.

  1. Pending: Here, the pending messages will show up for responding.
  2. Ongoing: Here, the ongoing chats with Technicians/Requesters show up chronologically. You can close the chat using the Close button. Also, you can view the chat history using the View icon (eye).
Ongoing Chats
Ongoing Chats
  1. Missed: Here, the missed chats from Technicians/Requesters show up. You can view the missed messages using the View Icon (Eye).
Missed Chats
Missed Chats
  1. Completed: Here, all the completed chats can be viewed.
Completed Chats
Completed Chats

Collaborations

This tab displays the technician with whom the collaboration took place for resolving the requests. Here, you can also view the their chat history using the View icon (eye).

Collaborations tab
Collaborations tab
Chat
Chat

Virtual Agent

This tab displays the requesters who have raised their requests via the Virtual Agent. You can also view their chats using the View icon (eye).

Virtual Agent tab
Virtual Agent tab
Viewing Chat
Viewing Chat

Unanswered Bot Response

This tab displays a list of responses that the bot could not answer along with their count.

Unanswered Bot Response tab
Unanswered Bot Response tab

Chat Window Options

There are few features which can directly be used from the Chat Window itself.

  1. Claim Chats: This feature allows the selection of Technician to respond to the Chat Request. As soon as a chat request is received, a pop up notification appears on the top of the page. Any technician that is Online and available can claim the chat request.
Claim Chat
Claim Chat
  1. Attach Files: This feature allows to send images, documents, or SOP for a particular request to the requester or technicians while the chat is ongoing for the smooth and better understanding. Technician can choose the file from the computer and attach it.
Attach Files
Attach Files
  1. Transfer Chat: This feature allows the transferring of the ongoing chat to another technician. From the chat window itself the technician can select the desired person to transfer the chat.
Transfer Chat
Transfer Chat
  1. Create Request: This feature allows creating a request while the chat is ongoing.
Create Request Option
Create Request Option
Create Request Popup
Create Request Popup