What's New in BoldChat

Agent Workspace in v21.4.0 ? April 10 - April 17, 2021

New!

Switch between accounts after signing in
Users who have access to multiple BoldChat accounts, can switch between account after signing in to Agent Workspace. When switching accounts, users are not signed out, only redirected to the account selector page where they can choose another account to sign in. See How to switch account in the Agent Workspace.

Improved

Agent Workspace in v21.2.0 ? February 13 - February 20, 2021

New!

Export data in Monitor View
In Monitor View, you can now download a list of work items in CSV format for a selected period of time. See How to download a list of work items to CSV in the Agent Workspace.

Improved

  • Retrieves discussions messages across the entire account based on the messages' Created date. See getDiscussionMessages in the Bold360 and BoldChat Developer Center.
  • You can retrieve discussions (optionally for departments) based on their Created date. See getDiscussions in the Bold360 and BoldChat Developer Center.
  • You can retrieve custom agent statuses with the getLoginActivity API method. Custom agent status is displayed in the CustomOperatorStatusName return value. See getLoginActivity in the Bold360 and BoldChat Developer Center.

Agent Workspace in v20.3.1 ? October 27 - November 7, 2020

New!

View department-level workload
In Monitor View, you can view your departments' workload per channel in real time. To see this information, go to the Live Workload tab and select Department at the top of the page. See How to view department-level workload in the Agent Workspace.
Assignment history of chats and messages
You can now view the assignment history of a selected chat or message in Agent Workspace. See How to find customer and assignment history in the Agent Workspace.

Improved

  • In Agent Workspace, the folder selector in the Canned Message panel now lists folders alphabetically in a multi-level hierarchy. Canned messages in a single folder are also sorted alphabetically.

Operator Client in v20.2.4 ? September 17, 2020

Improved

  • In the Workspace area, when the Operator had unsent messages for multiple chats, switching between these work items cleared the unsent message from the Chat panel.
  • The Operator Client did not remember the Chat window branding for non pre-translated languages when you tried to edit those settings. Instead, the All languages option was automatically selected when editing custom chat window branding on the Setup > Account Setup > Chat > Chat Window > Brandings tab.
  • It was possible to send an invitation email to a deleted Operator from the Recycle Bin
  • It was not possible to download attachments where the file name included a # character, such as test#123.pdf

Agent Workspace in v20.2.4 ? August 17 - 28, 2020

New!

Changes to the Chat Summary by Operator report
When you run the Chat Summary report grouped by Operator, it now contains the same information as when it is grouped in any other way. As of now, to view data that you have previously retrieved by the Chat Summary by Operator report, you can use the Operator Survey report.

Improved

  • When an Operator accepts an SMS message in the Agent Workspace, the initial greeting is now displayed in the chat panel. To set up initial greetings, see How to add operators.
  • Fixed an issue where outgoing emails with an invalid character could not be sent
  • Operators now see an improved notification when they try to transfer a bot chat that the customer has already abandoned
  • You can now select the following additional languages to auto-translate messages with Geofluent between customer and Operator in real-time:
    • Kazakh
    • Lithuanian
    • Serbian
    • Tagalog
    • Tamil

    For more information on using real-time translation, see How to set up auto-translation.

Agent Workspace in v20.1.9 ? June 22 - 27, 2020

New!

View operator availability and workload
In Monitor View, you can view operators' workload and availability per channel in real time. To see this information, go to the Live Agent Workload tab. For more information, see How to view Operators' live workload and availability in the Agent Workspace.
Force operators to log out from the Agent Workspace
In Monitor View, you can now select operators whom you want to log out from the Agent Workspace. See How to force Operators to log out from Bold360.
Display Last Assigned detail in Agent Workspace
Operators can now see who transferred a chat to their workspace. See How can I tell who transferred the chat to me.
Discontinue support for TLS 1.0 and 1.1 encryption
BoldChat supports TLS encryption version 1.2 only. Earlier versions are no longer supported.
Audit log for login and logout activity
The getAllAccessAuditLogs API method has been introduced to retrieve login and logout information on your account. For more information, see the Bold360 and BoldChat Developer Center.

Improved

  • In Operator Activity reports, ASA (Average Speed to Answer) has been renamed to AASA (Assignment Average Speed to Answer). AASA calculates the time from when the agent received an assignment to the time the assignment was answered. See Operator Reports.
  • Operators in the Agent Workspace with the Take Next Queued option enabled now receive notifications when there is a new work item in queue.
  • Operators now receive notifications when there is a new work item in queue

Agent Workspace in v20.1.4 ? April 25, 2020

Improved

The following fixes and improvements have been made in this release:

  • Reason for ending a chat is now displayed in the Ended reason field both on the Customer Information Card in the Agent Workspace and in Monitor View when selecting a chat.
  • Fixed an issue, where the number of active work items in the Agent Workspace was displayed incorrectly on the Active tab above the work items. This issue occurred when the operator navigated to the Search tab.
  • Fixed an issue in Monitor View, where the operator had to select a chat folder manually to display chats on the Assigned to Agent tab. This issue occurred when operator did not have access to the top-level Chats folder.
  • Fixed an issue where the operator?s email reply was undeliverable to the customer. This issue occurred when the customer used Microsoft Outlook as email client and the operator?s outbound email server was an Office 365 SMTP server.
  • Fixed an issue where customer email replies were not updated in the Agent Workspace and there was no indication that a new message is available in an email thread.

Agent Workspace and Operator Client in v19.5.9 ? February 24, 2020

New!

Sign in to BoldChat
On March 16, 2020. the sign-in experience for BoldChat will change. From then on, you will be able to sign in to the Agent Workspace and the BoldChat Operator Client with your email address and password. For more information, see How to sign in to BoldChat?.
View stats on operator performance
Operators can have a quick view on their performance in the bottom-left corner of the Agent Workspace. Admins can add up to 10 performance indicators to the expanded operator stats view.

Improved

  • In Agent Workspace, you can now search without adding a keyword as a search parameter.
  • Agent Workspace has been visually improved to have a more modern look and feel. This includes an update of the icons for selecting your channel status:
  • Several performance improvements to the overall operator experience have been introduced when working in Agent Workspace.

Agent Workspace in v19.5.7 ? January 25, 2020

New!

Changes to the sign-in process in BoldChat
Update your BoldChat Operator Client
By January 27, 2020, it is strongly suggested to upgrade your BoldChat Operator Client to version 15.2.6 or later. Users on an earlier version may not be able to sign in to BoldChat.
Email address and password policy
With the coming of the new sign-in process on March 16, 2020, BoldChat users may have to verify their email address and their password policy will also change. For more information on these changes, see About the new sign-in process in BoldChat.

Operators and admins will have the following experience when they sign in:


Multiple BoldChat accounts
From March 16, 2020, if you also have access to multiple accounts, you will have to select that after signing in to BoldChat. Operators and admins will have the following experience when they sign in and select a BoldChat account to work with:

Allowlisting
By January 31, 2020 your IT team must allowlist these URLs in your firewall settings to allow access to authentication.logmeininc.com and auth.bold360.com. For more information, see Allowlisting and BoldChat.
Operators can block abusive customers during chat
When operators chat with an abusive customer, they can block that person from chatting with your organization. Customers can be unblocked later.
BoldChat iOS Operator Application retired
The iOS Operator Application is no longer available. Installed apps stop working on February 3, 2020.

Improved

  • Operators can filter their own work items in Monitor View. In Monitor View, you can list your own chats, emails, and messages on the Assigned to Agent and Closed tabs by clicking My items above the list of work items. Admins can prevent operators from filtering their own chats.
  • To prevent operators from accidentally closing a chat or email thread, they must confirm ending a chat when clicking End Chat. Operators can also choose not to see this confirmation message in the future.
  • The Agent Workspace has been visually improved to have a more modern look and feel.

Operator Client in v15.2.6 ? October 7, 2019

New!

Unified sign in experience
From now on, as part of our unified sign-in experience, you should enter a unique email address when setting up or editing an operator?s email address. For information on how the new sign-in experience effects you, see About the new sign-in process in BoldChat.
Sign-in and password policy changes

You have the following options to make the compulsory email and password policy-related changes on the Setup > Future Login Setup page in the BoldChat Operator Client:

Force email that I set up for my users
After an admin sets up unique email addresses for all BoldChat users, select this option to force using those pre-defined emails to sign in. BoldChat users will not have to verify their emails.
Password policy changes
Select this option to apply LogMeIn's common password policy on all BoldChat users starting February 1, 2020. This means forcing users to change their passwords every 90 days and not reusing their last five passwords.

This page is only available until March 15, 2020, by which time administrators must set up their users to use a unique email address. Subsequently, users will not be able to sign in to BoldChat with their username.

Improved

  • Operators can now select a department as well as a specific operator to start a chat discussion.
  • You can now view the complete history of a selected email on the preview panel in Monitor View.
  • The Customer Info Card now displays extensive session information in expanded view of the Agent Workspace.
  • Operators are logged out after a period of time that the admin defined when they are inactive in the Agent Workspace.

Agent Workspace in v15.1 ? June 30, 2019

New!

Start discussions from emails
Operators can now collaborate with another operator in the organization to resolve a specific customer issue while responding to a customer email. Email discussions work similar to discussions started from chat.

Improved

  • The selected date filter is now preserved on the Closed tab of Monitor View
  • The date selector in Monitor View considers the end-of-day for the end of the selected date range
  • Experiments are now processed in the order of newest to oldest
  • Fixed an issue where an incorrect system message was displayed when a chat was transferred to an operator who joined the chat
  • Fixed an issue where NPS was rounded incorrectly in the Survey NPS report
  • Fixed an issue where the IP address-based country location was incorrectly resolved
  • Fixed issues where clicking the browser?s Back button resulted in a blank layered chat window
  • Various security fixes

Agent Workspace and Operator Client in v15.0 ? June 3, 2019

Improved

  • Added improved notifications for new work items in the Agent Workspace
  • A notification is displayed in the Agent Workspace when the maximum user limit in the account has been reached
  • Enabled audio notifications for Layered Chat Window definitions when the window is on the active browser tab. Previously, audio notifications were only available when the chat window was not on the active browser tab.