|
| 1 | +================= |
| 2 | +Information panel |
| 3 | +================= |
| 4 | + |
| 5 | +The **Live Chat** information panel provides agents with context they need to handle live chat |
| 6 | +conversations efficiently. It gathers key information about the visitor and the conversation |
| 7 | +history, allowing agents to respond faster and avoid repetative messaging. |
| 8 | + |
| 9 | +Accessing the info panel |
| 10 | +======================== |
| 11 | + |
| 12 | +To view the info panel, open a live chat conversation either in the **Discuss** app or the **Live |
| 13 | +Chat** app. Live chat discussions in the **Discuss** app are listed on the left side panel, under |
| 14 | +the title of the live chat channel where the conversation began. In the **Live Chat** app, |
| 15 | +conversations can be accessed by navigating to :menuselection:`Live Chat --> Sessions --> All |
| 16 | +Conversations`. |
| 17 | + |
| 18 | +On the right side of the conversation, click the :icon:`fa-info` :guilabel:`(information)` icon to |
| 19 | +open the info panel. |
| 20 | + |
| 21 | +.. image:: information/info-panel.png |
| 22 | + :alt: The information panel for a known contact. |
| 23 | + |
| 24 | +Contact information |
| 25 | +=================== |
| 26 | + |
| 27 | +If the live chat conversation involves a known contact, a :guilabel:`View Contact` button appears at |
| 28 | +the top of the panel. Clicking this button opens the :doc:`contact record |
| 29 | +<../../essentials/contacts>` for the customer, without closing the conversation. The contact record |
| 30 | +links to the customers' sales, invoices, meetings, and previous live chat sessions. |
| 31 | + |
| 32 | +Status |
| 33 | +====== |
| 34 | + |
| 35 | +The *Status* feature allows agents to quickly identify conversations that require immediate action, |
| 36 | +and allow other agents to join a convesation where their expertise could be beneficial. |
| 37 | + |
| 38 | +In progress |
| 39 | +----------- |
| 40 | + |
| 41 | +The *In progress* status |
| 42 | + |
| 43 | +Waiting for customer |
| 44 | +-------------------- |
| 45 | + |
| 46 | + |
| 47 | +Looking for help |
| 48 | +---------------- |
| 49 | + |
| 50 | +If a conversation is marked with the status *Looking for help*, it moves from under the channel name |
| 51 | +heading to the *Looking for help* heading, and the :icon:`fa-exclamation-circle` |
| 52 | +:guilabel:`(exclamation circle)` icon is added. Any user with **Live Chat** permissions can view or |
| 53 | +join these conversations, even if they are not currently active in a live chat channel. |
| 54 | + |
| 55 | +If a conversation with the *Looking for help* status has an expertise listed that matches the users, |
| 56 | +the conversation is marked with a :icon:`fa-star` :guilabel:`(star)` icon. |
| 57 | + |
| 58 | +.. image:: information/relevant-to-experience.png |
| 59 | + :alt: The looking for help panel with a star marking conversations relevant to user expertise. |
| 60 | + |
| 61 | +To join a conversation in progress, click the :icon:`fa-sign-in` :guilabel:`(sign in)` icon. Doing |
| 62 | +so moves the conversation back to the channel heading and reverts the status to *In progress*. The |
| 63 | +customer is also informed that a new user has joined the chat. |
| 64 | + |
| 65 | +Notes |
| 66 | +===== |
| 67 | + |
| 68 | +The :guilabel:`Notes` field allows agents to leave comments about the conversation, recap the |
| 69 | +sitaution when transfering it to another agent, or to allow them to add context to the conversation |
| 70 | +that can be viewed later in reporting. |
| 71 | + |
| 72 | +Send transcript |
| 73 | +=============== |
| 74 | + |
| 75 | +When the conversation is complete, scroll to the bottom of the info panel and click the |
| 76 | +:icon:`fa-paper-plane` :guilabel:`(paper plane)` icon to send a copy of the conversation transcript. |
| 77 | +The email address in the field can be edited to send to a different address. |
| 78 | + |
| 79 | +.. image:: information/send-convo.png |
| 80 | + :alt: The send conversation button at the bottom of the info panel. |
| 81 | + |
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