Chat Desk User Guide
User GuidesRelease NotesFAQsSupport
  • 🏠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
Powered by GitBook
LogoLogo

© Copyright 2024 Clickatell. All rights reserved.

On this page
  1. Chat Desk Dashboard

Configure Chat Desk settings

PreviousAccess the Chat Desk DashboardNextBusiness profile

Last updated 5 months ago

As a Supervisor, you can configure settings and preferences so that your Chat Desk product is best suited to serve your needs.

Access your settings

  1. From the , click Settings.

2. From here you can add and edit:

: Update business name, industry, logo, and location; set agent support hours.

: Manage custom tags that agents can use to label chats.

: Enable and edit messages sent automatically to customers in specific situations.

: Set preferences around agent capacity, chat routing and distribution behavior, timers, and timeouts.

: Create surveys to send to your customers at the end of a chat to gather valuable information about their overall experience and satisfaction levels.

: Create pre-written replies that agents can use in their chats to save time resolving tickets.

: Select the customer fields that agents can view in the Agent Desk for each of the 3rd party applications active in your Clickatell account.

: Enable/disable an AI assistant trained on your business information to help your agents respond quicker and more accurately using AI-generated suggested responses.

💻
Business profile
Chat tags
Auto-responders
Preferences
Surveys
Canned Replies
Integrations
Clickatell AI
Chat Desk Dashboard