Chat interaction
When a chat alert is activated, agents can click to accept the chat or click to reject the chat.
This table shows the tools available when an agent accepts a chat:
| Tool | Description |
|---|---|
| Chat dialogue |
This tool shows the conversation in which the agent is engaged. It is displayed in My Workspace with the cases that the agent is viewing. When the employee initiates a chat from Ask HR and the agent has multiple cases in the workspace, the agent can access the button to attach the chat to any case in the workspace, including the new case that is associated with the chat or a case that was created before the chat was initiated. To end a chat in the Chat Dialogue, agents can click . |
| Chat availability |
Agents can view all their active chat sessions and make themselves available to chat with employees in service groups of which they are authorized to chat. If chat sound is enabled, agents can select a sound that is played when multiple chat windows are open and a new message is received. If chat wrap-up time is enabled, agents can view the time remaining before they are available to chat and click to make them available to chat. |
| Current chats | Agents can view the chats in which they are engaged as links. The agent can click a link to open a chat. If multiple windows are open, the agent can click a link to bring the chat to the front. Cases are reopened in My Workspace. |
| Case form | The case form shows the details of the case that was initiated by the chat. Agents can perform tasks related to the case while they are engaged in a dialogue with the employee. |
Agents can attach a chat dialogue to a case based on how the chat starts.
| Method | Attachment options |
|---|---|
| Chat is initiated with the Knowledgebase toolbar | The chat dialogue is attached to the new case that is created and submitted when the chat is initiated. |
| Chat is initiated with Ask HR, through the Ask HR widget or menu | The chat is initially attached to a new case. The agent has these options:
|
To attach the chat dialogue to another case that is open in the workspace, click and select a case. When the case is submitted, the chat dialogue is attached.