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Chat Transcript

If guaranteeing a top notch of client care is imperative to your organization, you may have been considering observing the visit specialists' communications with clients. That is the place where talk records prove to be useful, as you can go over every one of the discussions all at once helpful to you as opposed to observing constant visits.

Setting who gets chat transcripts

You can assume responsibility for who in your organization gets which visit records by circulating records between various talk specialists, divisions or organization directors/administrators.

There are 3 ways to set chat transcript delivery in your account Control Panel.

1. Company level

You can utilize the email set in your Account Profile to get all your organization visit records. In the event that you need to utilize an alternate email, you can include it Account Settings/Chat Transcripts page in the field appeared in the screen capture beneath. You can enter numerous messages into that field, simply make certain to isolate them with a comma.

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2. Department level

The email/messages indicated at the division level will get records of talks directed to this office.

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3. Operator level

This setting permits each help specialist to get just their own records and not top into their friend's discussions. On the off chance that you track down this valuable, here's the place where you can empower it.

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Remember that on the off chance that you utilize a similar email address and empower visit records at all the 3 levels, you will get 3 duplicates of each talk to this email account. So make certain to utilize various messages for getting records at the all inclusive, division and administrator levels. Else, it is smarter to debilitate records at the administrator and division levels and have them sent distinctly to the email/messages determined at the organization level. This will save you from getting copied messages to your inbox.

Keeping tabs on the missed chats

If you adopt a genuine strategy to client assistance, similarly as at Provide Support, you won't need your talk support line to go unattended and live visits being missed. Yet, life will be life and things occur. The best thing is consistently to concede a blame and circle back to the client straightaway.

We normally email the client immediately, saying something like, "Hello, we are sorry we have missed your visit! You got some information about... Inform me answer your question...and let me as to whether you have any questions...".

If you are in total agreement with us and might want to monitor the missed visits, we have an answer for you! You can determine one or numerous email boxes, which will get only the missed talks. This way it will be simple not to miss those specific messages in the stack of records and different messages.

Chat Transcript Formats

You can get talk records in two unique arrangements:

  • plain text
  • HTML

This can be set in similar Account Settings/Chat Transcripts page in your record Control Panel.

Transcripts customizations and import into CRM

Per your solicitation, we can redo the arrangement where talk records are shipped off you. For instance, we can change the Subject line, Date and Time show design, the header region fields - Visitor, Assigned Operator, Accepted Operator, Company, Started and Finished time.

How might this be of any utilization to you? Indeed, these customizations can bode well in the event that you might want to import visit records into your CRM and further parse them dependent on certain information from the messages.

To set up a mix with your CRM, you can basically add an assigned email, through which the CRM will import records, as one of your records messages at Account Settings/Chat Transcripts page in your record Control Panel.

For customizations, please contact our chat support or send us an email at support@frankentext.com

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