Customer Client: Support Session Interface
When your customer starts a support session with you, that session will start either as web-based chat or with the full customer client download, depending on your site settings. If starting a session as an HTML5 web-based chat, your customer will be asked to allow notifications, enabling pop-up notifications to help make your communications with customers more efficient.
Your administrator can determine which messages your customer will see before the session begins. Among the messages that may be displayed are a customer agreement, requiring the customer to accept the terms of entering a support session; a prompt to allow or refuse session recordings; and a greeting, which may include the estimated wait time and the customer's position in queue.
If any customer notices are active, they may be displayed automatically or sent manually to the customer client, giving customers the chance to leave the session if they are experiencing a known issue described in the notice. Customers leaving the session in this manner are not taken to the Exit Survey page, since no service was actually provided by a representative.
A hold message may display periodically, reassuring the customer that they are still in queue and will be attended to shortly. This message may include the estimated wait time and the customer's position in queue.
If no representative is available to take the session, an orphaned session message may be displayed. Optionally, the customer's web browser can then be automatically opened to a specified URL, such as a knowledge base or contact page.
During the session, the customer can chat with you and can request to send files to your computer. Your customer also can change the font size of the chat display.
If you send a nudge, the customer client will be given focus and jiggle, and an audible alert will sound. The chat display will show that a nudge was sent.
The red X button immediately stops screen sharing and disables any permissions the representative might have had; the customer can also choose to close the session entirely, uninstalling the software from their computer.
Additionally, depending on your site settings, a watermark may appear on your customer's screen while you are in a session. This applies only to Windows systems.
Note: Customers running Linux must mark the customer client download file as executable before they can install it.