Skip to content Skip to footer

Managing chat services

Company administrators can define, edit and delete webchat services.

Click play to watch a video overview on managing chat services

Incoming web chats are handled by a chat service. This will initiate a chat flow to handle the chat session. In some cases, the chat flow may be able to answer the user’s query without requiring agent intervention. For instance, an enquiry for a cricket score or stock levels. In most cases, the chat session will have to be queued for an agent; the chat flow will place the chat on a chat queue and it will be assigned to an available agent.

To manage chat services, click Chat > Chat Services on the menu bar. A list of the chat services that are currently defined is displayed.

From here you can:
  • Create and add a chat service
  • Assign a chat flow to handle webchat calls to the chat service
  • Edit or delete a chat service
  • Copy a chat service, which might be useful if you want to add a service that is very similar to an existing one, but you want to make slight changes to it.