Replying to Live Chats in One Inbox

Reply to chats in real-time using Knowledge Base articles, saved replies, rich text, attachments, and more. When a conversation is over, end the chat to count it as completed in your chat metrics. Once you're done working on the ticket, end or leave the ticket session to return to your ticket list(s). 
Tips:
  • Use automatic ticket routing to automatically push chat tickets to team members based on their availability, assigned channels, and assigned groups.  
  • Go to your profile and click Add signature only to email messages if you do not want your signature inserted automatically in chat replies. Learn more

To reply to a Live Chat ticket:

  1. Go to the relevant chat ticket.
2.  Review the ticket timeline and customer Info panel for details. 
3.  Click the Reply field at the bottom of the ticket panel and create your reply.  
4.  (Optional) Click the Reply Settings icon  to manage your reply settings. 
5.  Choose your reply action from the Send button. 
6. THIS FEATURE WILL BE RELEASED IN Q2 2022 (Optional) You can transfer an in-progress chat to a different group.
7.  End the chat once the conversation is over, if you haven't already ended it with your reply or by transferring the chat.  
8.  Leave or end the active session once you're done working on the chat ticket. 
Notes:
  • Leaving or ending the session removes the ticket from your screen and takes you back to the ticket list(s). We recommend completing all necessary actions on the ticket before ending the session.
  • If a customer replies to a chat that has ended, it appears in the All chats tab under Waiting where any agent can respond.
  • If a customer replies to a chat while the chat is not in focus (you are viewing another ticket, or you are viewing another tab or window in your browser), you hear a brief sound notification.
  • In the Split Pane layout, if you're the only team member in an active session on a Pending ticket and you select another ticket, a "Done With This Ticket?" message appears. Choose an option: 
    • No, Keep Session: Keep the session active and remain active in it. 
    • Yes, End Session: End the session. The ticket becomes inactive and remains in the Pending status.

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