Chat Desk User Guide
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  • 🏠Return to Home Page
  • 🔎Overview
    • Chat Desk Overview
  • 💻Chat Desk Dashboard
    • Access the Chat Desk Dashboard
    • Configure Chat Desk settings
      • Business profile
      • Chat tags
      • Auto responders
      • Preferences
      • Surveys
      • Canned replies
      • Integrations
      • Clickatell AI
    • Manage departments
    • Download transcripts
  • 🤝Agent Desk
    • Access & navigate the Agent Desk
    • Manage chat queues (Agent Desk)
      • Chats and tickets
      • Manage tickets
      • Pending chats
      • Close chats
    • Search, filter, and sort chats & tickets
    • Chat capabilities
      • Send attachments (media files)
      • Send voice recordings
      • Send emoticons
      • Share locations
      • Use canned replies
      • View chat events
      • Send 1-way SMS
    • Use suggested responses (Clickatell AI)
    • Authenticate customers
    • Send payment requests via Chat 2 Pay
    • View customer details from 3rd party applications
    • Send WhatsApp message templates
    • Transfer chats
    • Manage customer profile
  • 🦸Supervisor Desk
    • Access & navigate the Supervisor Desk
    • Manage chat queues (Supervisor Desk)
      • Chats and tickets
      • Manage tickets
    • Search, filter, and sort chats & tickets
  • 📊Reporting & Analytics
    • Dashboard Metrics
    • Clickatell Portal Reports
  • 💡Help & Information
    • What's New? 🎈
    • Release Notes
    • FAQs
    • Return to Home Page
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  1. Overview

Chat Desk Overview

NextAccess the Chat Desk Dashboard

Last updated 5 months ago

Available on our and packages only.

What is Chat Desk?

Chat Desk is an easy-to-use web-based application that enables real-time communication with your customers via a single web interface. It allows your customers to contact you via multiple channels while your customer service agents manage and respond to these customer messages from one, central web-based agent desk. Chat Desk also makes monitoring queries, chats, agent performance, and SLAs easier to ensure customers receive the best and most efficient service.

  • Channels currently supported on Chat Desk: , .

  • Recommended web browser: Google Chrome.

  • Devices supported: Laptops and desktops; not mobile devices or tablets.

The main features include:

    • Monitor agent performance and availability.

    • View customers' engagement behavior.

    • Configure various account settings and preferences.

    • Set up and manage departments.

    • Download transcripts.

    • Launch the Supervisor Desk and Agent Desk.

    • Agent management – add, edit and remove agents and departments.

    • Agent scheduling – manage your agents, define agent chat capacity, and describe how chats should be routed.

    • Real-time dashboard to review chat activity and agent performance.

    • Management of Chat Desk preferences, e.g., brand colors and logo, transcripts, auto-responders, expiration durations, etc.

    • Set up customer surveys and tagging systems.

    • Two-way rich media support (e.g. PDF, Microsoft docs, images, videos, voice notes).

    • Location sharing.

    • Using canned replies.

    • Payment requests via Chat 2 Pay.

    • Chat history retrieval and note creation on tickets.

    • Ability to transfer chats to other agents/departments.

    • View customer details from 3rd party applications.

(for supervisors only)

(for supervisors only)

(for agents to engage with end-users across multiple chat channels in real-time)

🔎
Chat Desk Dashboard
Supervisor Desk
Agent Desk
Interact
Transact
WhatsApp
SMS