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How to Send Chat Messages

If the customer has entered any chat text at the time of chat request, it will be displayed in the Control Info Panel above the Text Input Field.

You can carry on a conversation with the customer in the Contact Info Panel or open a separate Chat Panel next to it. To open the Chat Panel, click the Pop-out chat panel icon in the Control Info Panel. To collapse the Chat Panel, click its Pop-in chat panel icon .

A service chat session in a separate chat panel

You chat session is displayed in the Active Communications List. Note that it has two timers: one regular timer for the time elapsed since the beginning of the chat session, and the other for the time elapsed since the last chat message from the customer. The latter will only be displayed when it is your turn to send a message to the customer. Its background will turn red if you do not respond to the customer message within a minute.

Chat timer indicating a delayed response

To send a chat message to the customer, type the desired text in the Text Input Field and click the Send message icon .

All chat messages entered by yourself and by the customer will appear in chronological order in the Chat Dialog Window above the Chat Input Window.

Note: Depending on your contact center configuration, you may hear a tone each time you get a new message from the customer.

If the customer has initiated the chat from a web site, you will also be able to see the name of the page that the customer had open when he requested the chat. This information will be updated when the customer navigates to other pages of the web site.

For standard situations, such as greetings or ending the conversation, instead of typing the message from scratch, you may be able to select it from a list of canned (pre-defined) chat responses. You can create such responses yourself. For more information, see How to Create and Edit Chat Responses. Canned responses may also be prepared and made available to you by your system administrator. Variables, which may appear in some canned messages as letters preceded by the “%” sign, have the following meanings:

•  %F – customer’s first name
•  %L – customer’s last name

To select a canned chat response, click the Select pre-defined message icon and select the desired message. The selected message will appear in the Text Input Field. Note that you can modify this message before sending it. Click Send message.

If your contact center uses a knowledge base for customer service, you may be able to use information from that knowledge base in your chat messages.

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