The Agent Console

At all times in the agent console, you'll have a chats sidebar on the left, containing 3 tabbed lists:

  • Your Active Chats - a list of active and unassigned chats, or active chats assigned to you
  • All Active Chats - a list of all active chats, regardless of the assigned agent
  • Recently Ended - a list of the last 15 ended chats

Clicking on each tab will show a list of matching chats, and you can click on a given chat to interact with it, or view its history if it has already ended.

Ended chat

The chat window

If a new chat is received, you'll be alerted in the agent with a notification, and it will appear in both active chats tabs.

New chat

As soon as you, or another agent respond to the chat message using the message box at the bottom, it will be accepted and the responding agent will be assigned to the chat.

Responded and accepted

Both agents and the customer will be informed who the chat has been assigned to.

Seeing the future

As an agent, when your customer is typing a message, you can preview it before they hit send, allowing you to begin typing your response or investigating their issue immediately.

See the future

Attachments and code snippets

As well as replying to customers, you can also upload attachments, and add enter a response in code snippets. Click the attachment paperclip icon next to the reply box, then click File from your computer to browse for your attachment. If you've attached an image, it will be render inline in the chat window, or any other files will display a link to download it.

Attachment

Clicking the attachment icon, then the Code snippet option will allow you to type some text that will be formatted in a special code block.

Code snippet

Emoji

Clicking the emoji icon next to the reply box will display a list of emoji that you can attach to your message.

Emoji

Just click the appropriate emoji, then the textual representation of it will be inserted into your reply. If you know the correct representation, for example :grinning:, you can type it directly into the reply box as well.

Emoji and text representation

Car left 1 Car left 2 Car left 3 Car left 4 Car right 1 Car right 2 Car right 3
Windmill Windmill Windmill