- This help guide will show you how to raise and handle queries using the Live Chat feature
- For more details on configuring and navigating the Live Chat Portal see the linked guides
Handling a Live Chat call
- Live Chat enables users of HR to communicate with and ask questions about a preconfigured range of HR topics that they may need assistance with.
- Chats from users can be accessed and monitored by designated Agents in the Live Chat Portal
- The user clicks on the Live Chat icon on the bottom right of the screen in HR to initiate the 'call'
- Existing calls from this user will be visible
- Click on New Call
- Select a Topic from the list of pre-configured topic headings and type your message
| Note: If you have the optional Multi Entity configuration linked to your Topics, a user will only see Topics that are assigned to their Entity. |
- Click Submit to send the message which opens a call
- The SLA (service level agreement) times are configured within the Live Chat Portal and can be varied for Topics
- The call will initially be unassigned and will be visible in the portal to those Agents that have access
- Calls in this list have the letters R and C alongside and will be green, amber or red:
R = response time
C = closure time and the colour is dependent on whether the call is within, approaching or has exceeded the SLA limit - Click on the call in the portal to open it and Assign it to an Agent
- The Agent then responds to the call and posts the response which is received
by the call sender in HR
- The conversation can then continue in this way until the call has reached a conclusion
- Then click Close and select the Call Closure resolution
| Note: For more details on Resolutions see the linked guide on configuring Live Chat. |
- The user will receive a message confirming that the call is closed
- If the call feedback is being used then the user will be presented with the configured questions
| Note: For more details on Feedback see the related help guide on configuring Live Chat. |
- The feedback can be reviewed by clicking on the envelope icon which can be accessed from the Calls tab or from the History tab within the portal
| Note: System Administrators will be able to see all calls raised in the dashboard irrespective of whether they have access to the Topic. Other Agents will only see the calls for the Topics that they have been assigned to. |
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