Outbound Chat Handling

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

Step 1 - Initiate Outbound Chat

Go to a specific channel or customer profile, then click "Start a new room"

Step 2 - Send Chat Messages

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