Inbound Chat Handling

Step 1 - Inbound Chat Receive

All new inbound chats will be received in "Unassigned" Tab as below.

Step 2 - Assign to me

Click Assign to me to handle the Inbound Chat and reply to the customer.

Step 3 - Write Chat Notes & Tags

To enhance the efficiency of customer query collection, our Klink.cloud platform allows users to take detailed notes and apply relevant tags. This valuable information can be later accessed by supervisors and team members to facilitate personalized customer experiences during future interactions. By leveraging these recorded insights, your team can deliver tailored and insightful responses, ultimately elevating the overall quality of customer service.

Step 4 - Case Tracking Setup (Post-Chat Wrap-Up Data Entry Form)

After agent successfully completes the conversation, the Agent can fill Wrap-up form and call outcomes such as Resolved, Follow-up, Transfer, Escalated, or any data.

Done

Interaction between Customer & Agent is automatically recorded with a Case ID. You can view all history in CX Log Table

For More Information related to Calls, you can view following reports

• CX Interaction Log Table

If you need more info, reach out to [email protected]