Outbound Chat Handling

This tutorial will guide you how to handle Outbound Chat from Start to Finish

Step 1 - Initiate Outbound Chat

Go to specific channel or customer profile, then click "+ New Room"

Step 2 - Send Chat Messages

Agent can chat with customers

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.

Agent can writes Notes & Tags Here

Step 4 - Resolved

After agent successfully completed conversation, agent need to click "Resolved"

Case ID will logged in the CX Log Table

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