Chat with the Customer During a Session

Chat

Throughout the support session, you can chat with your remote customer. You do not need to have screen sharing permissions before beginning chat. If enabled in the representative console settings, you will receive popup notifications when chat messages are received.

Click the arrow icon at the top left of the sidebar to collapse the sliding sidebar. If the sidebar is collapsed, hover over the arrow by the hidden window to reveal it. Click the pin icon that replaced the arrow icon at the top left of the sidebar to re-pin the sliding sidebar.

When typing in English, misspelled words will be underlined in red. Right-click to view spelling suggestions or to ignore that spelling for the current console login.

If your administrator has configured canned messages, you can click on the Messages button at the lower left of the chat input area to insert previously written messages into the chat. Click the arrow to the left of a category name to see its messages and subcategories. Type in the search box to find a specific message.

Messages appear as plain text in the chat input area. You can add or edit BBCode tags within a message to add text formatting. Formatting will be applied once the message has been sent.

To push a file through the chat interface, click the Send File button. Pushing a URL through the chat interface will automatically open a browser on the remote system and direct it to the designated site. In order to push a URL, the web address must be the only text in the field.

To attract the attention of your customer, click Nudge. This gives focus to the customer client, jiggles the customer client, and plays an audible alert on the remote system. The nudge is logged in the chat history. After sending a nudge, you must wait several seconds before you can send another nudge.

The chat window records not only the messages and the time they were sent; it also serves as a running log of everything that happens throughout the session, including files transferred and permissions granted.

If one or more representatives are sharing the session, you can choose to chat with all participants or to chat privately with only the other representatives. When an additional user joins a shared session, he or she is able to see the entire chat history.

Session Notes

You can also add notes about the session. If the session is shared or transferred, these notes can be submitted by one representative and pulled by another for a quick, private review of the situation. These notes will also be available in the session report. Notes can be added both during the session and also after the remote connection has been terminated.

 

Survey

Your administrator may also choose to allow you access to the representative survey during a session. In this scenario, the survey can be used as a workflow template, allowing your administrator to push a series of questions and/or check mark points, as well as specific links you may use in your support session.

Note: It is possible to reposition the different widget sections displayed on the sidebar, like the chat window, the session info pane, etc. When hovering over the title bar of a section, the cursor turns into a closed hand, allowing you to drag and reposition that section on the sidebar.