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. Chat Desk Dashboard

Access the Chat Desk Dashboard

PreviousChat Desk OverviewNextConfigure Chat Desk settings

Last updated 2 months ago

The Chat Desk Dashboard is only available to Supervisors.

The Chat Desk Dashboard serves as the "home page" from where you can:

  • Access the and .

Launch the Chat Desk Dashboard

  1. Navigate to My Workspace -> Chat Desk from the Clickatell Portal.

  2. Click Launch Chat Desk to open the Chat Desk application in a new tab.

You can also save and access it directly.

From the top section, you can:

  • View basic metrics and launch your Supervisor and/or Agent Desk.

Configure your Chat Desk .

Set up and manage your Chat Desk

The bottom section shows relating to agent and customer engagement.

💻
settings and preferences
departments.
live summary data
Monitor agent performance and customer behavior.
Configure various account settings and preferences.
Set up and manage departments.
Download transcripts.
Agent Desk
Supervisor Desk
this URL