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CSR Chat Management

Agent Chat Management

1. Navigation & Status

             a. Access from left menu

             b. Use three-dot menu to "Go Online"

             c. Tabs: Assigned and Unassigned chats

2. Chat Management

FeatureDescription
Go OnlineEnable chat reception
View UnassignedMonitor incoming chats from all channels
Join ChatClick "Join" to accept any channel chat
Channel IdentificationIcons indicate message source
Multi-ChatHandle multiple channels simultaneously

             a. Click "Go Online" in three-dot menu

             b. Monitor "Unassigned" tab

             c. Join chats via "JOIN" button

             d. Track active chats in "Assigned" tab

3. Communication Tools

             a. Text input field with send button

             b. Attachment options (📎):

                         i. Images

                         i. Videos

                         i. Documents

                         i. Audio files

             c. Private Note tab for team communication

                         i. Private notes (team-visible only)

4. Smart Assistant Features

             a. Ask questions about customer policies

             b. Get response suggestions

             c. View customer coverage details

             d. Access vehicle information

             d. Real-time support guidance

Important Notes:

  • Must be online to receive chats

  • Can handle multiple conversations

  • Private notes visible to team only

  • Files can be shared via attachment

  • Smart Assistant available for support