Overall Introduction to Chat Management

——Comprehensively learn about the chat management efficiency tools we provide for you based on the customer chat service workflow

Role of Chat Management

In the process of conducting chat services with customers, the live chat system provides a variety of tools to support customized services for customers.

● Before the chat, various customer assignment rules help your enterprise flexibly assign agent resources to ensure reception efficiency.

● During the chat, they help admins fully control the real-time customer services and effectively identify and resolve the service risks through all-round monitoring means.

● After the chat, effectively obtain customer feedback through satisfaction evaluation.

How to Use Chat Management

Throughout the chat service workflow, we at least offer the following functions: Customer Info Auto Saving, Customer Assignment Setting, Chatting, Sensitive Word Setting, Satisfaction Evaluation, Chat End and Message Receiving.

You can learn about the above functions and complete configurations in order through the Live Chat > Settings > Chat Setting.

Step 1: Customer Info Auto Saving

After enabling the function, when customer initiates an inquiry, customer info will be automatically saved in「CRM」.

Note: After enabling, such function works only after partnerid params are set in the customer page link by desktop site, mobile site and APP channels.

Figure 1: Customer Info Auto Saving

Step 2: Customer Assignment Setting

Support multiple Customer Assignment Settings, with assignment rules detailed in: Description of Customer Assignment Rules

Figure 2: Customer Assignment Setting

Step 3: Chatting

Customize chat alarm rules and timeout prompt rules in Chatting.

Figure 3: Chat Alarm Rules

Step 4: Sensitive Word Setting

Customize sensitive words by agent or customer dimension, and conduct real-time monitoring and management through「Chat Monitoring」module.

Figure 4: Agent Sensitive Word Setting

Step 5: Satisfaction Evaluation

Set satisfaction evaluation scheme by skill group and global dimension, and set rules of repeated evaluation invitation and evaluation result visible to agent.

Figure 5: Evaluation Rule Setting

Step 6: Chat End

Set prompt for chat end or customer timeout offline by channel or overall dimension.

Figure 6: Chat End Setting