Chat Channel Section shows all the interactions managed by the Agents and coming from a Chat on a Website.
The down/up arrows near the Last message field indicate if the last message was incoming or outgoing. (Messages sent as Auto-Reply or Secret Notes will not be considered as a Last Message).
You can filter the interaction list by Start Date, Read/Unread, Status (namely: Open/Closed), Website, Agent (the first one who managed it) or Tag.
Moreover you can searched interactions by search button
The interactions can be searched by:
interaction ID
message text
contact first name
contact last name
Click the search button, insert the search string and confirm and the list of the contacts matching the search string will be shown. When you want to go back to the full list of contact view again, click on X.
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If the Search on Enter Key in the Settings-General-OmniDesktop Interface is activated by the Administrator, the request starts only after pressing Enter. If not, the request starts only after having entered at least 5 characters or after pressing Enter. |
The interactions in the list can be:
Open
Closed (by an Agent)
Closed Unmanaged (the interaction request has not been managed)
If you see a small number near the contact name, like in the following picture:
it means that new interactions have been received (but not managed) in the same conversation
Clicking on the Interaction row, the agent is able to see all the messages exchanged in the single session, as well as the right side bar information (contact, interaction, journey).
Clicking on the three dots menu, the agent can apply the following commands to the selected interaction:
Show the interaction contents
Download a pdf transcript of the interaction, with or without attachments (depending on Agent's permissions)
.
You can use the Advanced Search button and select a field to be matched with a value among a list of all those available. When you click this button (you find it on the right side of the toolbar), the system will show you the following form:
Select the Field (scroll the list of all the available search fields)
Select the Operator among those available (eg.: equals, contains, starts with, and so on)
Select or insert the Value
Add the Condition (click on + )
To add more conditions repeat the operation, like in the following example:
and choose whether the conditions:
must all be met:
or at least one of them:
If you want to delete the advanced search condition inserted click on the single search condition button X to delete it or click on the CLEAR button in order to delete them all at once.
When you finish, click on the APPLY button in order to start the search: the query is executed and all the items that match the conditions inserted are shown.
It is possible to:
modify a condition set: click on a set condition and press Edit
now change the condition as you like(field, operator, value)
temporarily disable the search condition: click on the set condition and press Disable:
and enable it again:
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When a selection is active as long as the search conditions are operational, the Advanced Search button will notify it by reversing its color (red on a white background) and blinking Moreover the Advanced Search conditions will search all the List of the available entries, regardless of any filter applied to the list view using the filters Select a list or Select Tag |
Chat Benefits
The Customer and the Agent can exchange chat messages (including files, emoticons, pictures and so on) and have the following benefits:
the Customer can use an easy chat contact point (a snippet on a web page)
the Agent interaction happens inside the XCALLY Motion common environment
the Agent can manage several types of interactions at the same time
the Agent can start a Video Call session with a Customer directly from the chat (this feature is optional and requires an activation from the Administrator) with a Customer directly from the chat. For more information, click here)
the interaction content is shared, easily retrieved and managed
all the Customers information is stored in the Contacts Manager
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If your Agent Desktop is running on MAC with OS High Sierra and using the Browser Safari, remember to enable the audio notifications in Safari in order to receive an audio alert for all incoming interactions |
Whenever customers interact with the Contact Center using a chat contact point in a website, the Agents belonging to the specific chat channel queue will receive a request on the Omni Desktop interface.
They can reject it and the request is passed to another Agent in the same queue (in this case ChatQueue)
The interaction starts when one agent accepts it: all the others will be notified that the interaction has already been taken by somebody else.
The number of concurrent chat sessions that can be managed by all the Agents is according to the sessions license limit of your system.
Chat session
Let's see how a typical chat session looks like:
Customer's side | Agent's side |
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the customer starts a chat session on a web page, writing a request in a snippet:  | after accepting the notify of the incoming chat request, a new chat tab is opened:  Moreover every interaction presents, on the right side of the screen, contextual information that the agent can use (during the session or after it) to manage the interaction/customer with these tabs:  You can explore documentation about that on this page |
Both Agent and Customer can use emoticons and attach files during conversation (the latter can do it only if the Administrator enables this function for this specific website chat).
The Agent can type messages directly:
or:
add emoticons
click on the Canned Answers button
attach file (Agents' message commands:
Type field:
Agents have the possibility to use Markdown elements for formatting text (https://www.markdownguide.org/basic-syntax/). The Chat Snippet will show to the customer the formatted text correctly.
Emoticons
File attachments: it’s possible to attach only a single file per message, whose size is up to 15 MB maximum (if enabled by the Admin in the Chat Website Settings)
Voice Message
The agent can also insert an internal note: explore here documentation about that
On the Agent's side, anytime a message is sent:
 | a single checkmark means that the system encountered a problem (e.g. the web site page has been closed or things like that). |
 | a double checkmark means that the message has been delivered to the chat website |
How to insert an internal note
The Agents can insert an Internal Note in the interaction:
Click on the icon
Write the note and save it:
From now on the note is shown in the interaction, but it's only internal to the organization and the customer will never see it:
Also the Supervisor can spy a Chat interaction from the Interactions List and insert notes for the the agent only (the customer will not see this note):
From Chat to Vidaoo
During the Chat conversation, the Agent can start a Video Call session with a Customer directly from the chat (this command is available in the menu ( selecting 3 dots ) only if the Administrator has configured the Video option for the Website the interaction is coming from) with a Customer directly from the chat.
Click on Start Video Call and a separate video session is activated (the number of available sessions set for your Account on Vidaoo must not be exceeded):
and the Vidaoo web link to click to join the video call is shown to the Agent (in the interaction form):
and to the Customer (on the snippet):
During the video call the chat interaction can continue, left to be resumed at the end of the video call or be closed by the agent.
Closing the chat
If the customer closes the interaction, it will be closed also on the agent's side.
If the Agent closes the session clicking on the sign X in the session tab:
and confirm:
The interaction can be simply Closed or Closed & Disposed, choosing one of the listed single level dispositions:
or ready-to-use multi level dispositions:
The same Close&Dispose action can be applied clicking on the 3 dots of the interaction and then on Close and dispose
. You can explore documentation about dispositions on this page.
Moreover, if the Transfer option is set by the administrator in the
Settings, the Agent can also see this command in the menu of 3 dots in order to redirect the chat interaction:
You can explore documentation about transfer on this page.
Chat interactions
The down/up arrows near the Last message field indicate if the last message was incoming or outgoing. (Messages sent as Auto-Reply or Secret Notes will not be considered as a Last Message).
You can filter the interaction list by Start Date, Read/Unread, Status (so Open/Closed), Website, Agent (the first one who managed it) or Tag.
Moreover you can search interactions by search button (click here for documentation) or you can use advanced search (click here to read relative documentation).
The interactions in the list can be:
Open
Closed (by an Agent)
Closed Unmanaged (the interaction request has not been managed)
If you see a small number near the contact name, like in the following picture:
it means that new interactions have been received (but not managed) in the same conversation
Clicking on the Interaction row, the agent is able to see all the messages exchanged in the single session, as well as the right side bar information (contact, interaction, customer journey).
Clicking on the three dots menu, the agent can apply the following commands to the selected interaction:
Show the interaction contents
Download a pdf transcript of the interaction, with or without attachments (depending on Agent's permissions)
Close and (eventually) dispose the interaction.