How to print a chat transcript
To obtain a hard copy of a chat, you can print the transcript of the session.
To obtain a hard copy of a chat, you can print the transcript of the session.
You can create status values that operators can assign to closed chats during the post-chat procedure.
The new value is available as a list item in the Status) field at the top of the chat area.
You can create custom values that operators can assign to closed chats during the post-chat procedure.
The new value is available as a list item in the Custom (1 or 2) field at the top of the chat area.
To create your own personalized canned messages, go to Setup > My Canned Messages setup.
You must have the following permission from your administrator: Can Use Personal Canned Messages.
Section A is the Workspace list showing items assigned to the operator, prioritized as follows: Chats, Emails and Tickets. Further prioritization is placed within service groups. For example, an unanswered chat would have a higher priority than an answered chat, so an unanswered chat is listed above an answered chat.
Search canned message and or use adaptive canned messaging (Enterprise subscription required). When a discussion is selected in section A, the content of the discussion is presented in a new tab within section B, thus allowing you access to work the discussion item as needed.
The active content from a selected list item is presented in this section, providing the tools an operator needs to efficiently work with the selected item. Also, for Enterprise subscribers, adaptive canned messaging is shown in Section B that is context-sensitive to the communication presented in section C.
Section D shows data related to the active item selected in Section A. Click the thumbtack to pin the data window in place.
Select and drag tabs to configure the interface.
The system tray provides relevant statistics related to your current work items and their respective states.
Chats can be manually assigned to a category by an operator, or automatically assigned according to a Chat Rule.
See How to manage incoming chats according to rules (Chat Rules).
Result: The chat is assigned to the chosen category when the rule is triggered.
Members of a Permission Group with the following account permissions can use this feature: Grid View Column Chooser
How is this useful? How can you view inactive chats in this category? In the top-right corner of the BoldChat interface, make sure that you are showing inactive chats for all time, as illustrated. Use the column selector at Grid Preferences > Column Chooser to add the Category column and sort by Category.
Respond to an incoming chat initiated by a visitor.
Result:
Result: The Chats grid is displayed.
With any of these options you can also choose to send a canned message immediately upon answer.
When the feature is enabled, you can track the visitor's Auto Answer browsing history as well as their feedback in the Message History panel once you are engaged in live chat.
Result:
You can keep exchanging messages while on the call or after closing the video.
Result: The Video Chat window is displayed.
Wait for the visitor to accept your request.
Video chat experience may differ depending on the chat window settings.
Result: Having problems? Check the following.
Symptom | Action |
---|---|
Video chat is not available. | Are you using the web client in a compatible browser? Video is only supported in Chrome version 31 or newer. If you are using the BoldChat Operator Client, go to https://web.boldchat.com/. |
Webcam and/or audio access is blocked in the browser. |
You will not be asked again once you have given permission to access your devices. If the issue persists, check that access to devices is not being blocked globally.
Note: You may need to reload the page for the permission settings to take effect.
|
Video is stuttering or breaking up. | Video chat is bandwidth-intensive. Check your network connectivity and quit any application that may produce high network traffic. |
Video is blank or there is no audio. |
|
Video chat starts in a popup window. | Your site is served over an unsecured (HTTP) connection. See Configuring the chat window for how to fix the problem. |
Switch easily between the built-in Available and Away as well as custom statuses that indicate commonly recurring operator activities, such as being on the phone.
ActiveAssist Browser Share allows operators to interactively and jointly browse (cobrowse) with visitors on websites that have visitor monitoring HTML installed.
Result: The operator is shown the following message: Waiting for the visitor to accept the ActiveAssist invitation?.
The visitor is prompted to allow the cobrowse session.
Result: The ActiveAssist co-browsing session begins.
Operator options during ActiveAssist Browser Share:
While viewing the chat folder, you can search for a chat based on keywords found in chat messages, custom data fields, survey comments, and unavailable email content associated with chats.
Result: The Search Chats window is shown.
Result: A list of matching results is displayed on the left.
Result: The displayed chat can now be answered or managed as usual.
You can interact with other Operators during or after chats using the Discussion tab.
Result: The operators to whom you posted a discussion will see the chat now displayed in bold font. Visitors do not see the discussion.
Result: Once ended, the chat turns to italics in the grid and remains in the active display for 60 seconds.
You may join another operator?s chat to review the ongoing session or to offer extra support.
Result: A dialogue box is displayed at the bottom of the Operator window.
Operators can perform keyword searches against the canned message library. This helps to increase the speed and accuracy of chats, without impeding the operator?s ability to personalize the conversation.
Result: The Search Canned Messages area is shown to the right of the chat area.
Result: The result list will show below the search field.
Result: The full text of the canned message will be displayed below.
Result: The left pane is updated with Visitor folders. The upper-right area displays a list of visitors for the selected visitor folder.
Result: The button is greyed out and the visitor receives a prompt to accept a chat. The visitor must accept the chat for the chat to start.
Result: The left pane is updated with Visitor folders. The upper-right area displays a list of visitors for the selected visitor folder.
Result: The lower-right area will update to show the details of the visitor.
With BoldChat ActiveAssist, operators can view the exact web page a visitor is seeing and provide assistance by highlighting items or filling out forms on a visitor's behalf.
Once a visitor has engaged in a live communication, operators with proper permission can initiate an ActiveAssist session. The visitor is prompted to grant permission to the operator. Once permission is granted, the co-browsing session begins.
The Genesys DX (Bold360) platform will end of life on January 31st, 2024. This difficult decision was announced in March, 2023.
Genesys continues to make a strong commitment to Genesys Cloud, while tightening the portfolio to further accelerate feature growth on the platform. Part of that included bringing over key Genesys DX features to Genesys Cloud CX, such as Knowledge Optimizer that focuses on ease-of-use knowledge management. Digital only licenses for Genesys Cloud were also introduced late last year, which are suitable to those who are not looking for voice capabilities or who need agent seats that only feature support for digital channels.
As of January 31st, 2024, access to Genesys DX product interfaces and customer-deployed components stop to function. Users will no longer be able to log into product interfaces, and all of the boldchat/bold360/nanorep domains will become unavailable for use. If you are curious on what the code on your website related to this might look like and how to remove it, we encourage referencing this post on the DX community.
After January 31st, 2024, admins will still be able to get access for an additional 30 days. This period is meant to allow for extracting the necessary data from the platform. Historical data extraction from your account will be available to retrieve by data extraction APIs (Bold360 APIs and Nanorep APIs).
Every year, Genesys® orchestrates billions of remarkable customer experiences for organizations in more than 100 countries. Through the power of our cloud, digital and AI technologies, organizations can realize Experience as a Service℠, our vision for empathetic customer experiences at scale. With Genesys, organizations have the power to deliver proactive, predictive, and hyper personalized experiences to deepen their customer connection across every marketing, sales, and service moment on any channel, while also improving employee productivity and engagement. By transforming back-office technology to a modern revenue velocity engine Genesys enables true intimacy at scale to foster customer trust and loyalty.
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