Accept transferred chats with contextual information
As an 8x8 Contact Center agent interacting with customers via chat, when you know who your customers are, what they’re looking for, and what they’ve already shared with another agent, you can serve them better and faster. Contextual information informs agents facilitating more productive conversations while handling customer issues. 8x8 Contact Center introduces the ability to hand off the conversation with interaction details when transferring a live chat.
Let’s say a contact center agent interacting with a customer via chat, has to transfer the customer to another department. Transfer the live chat interaction to another queue. Upon transfer, the agent receiving the transferred chat interaction can view the customer details gathered via the pre-chat form, name of the agent transferring the interaction, and the chat transcript from the conversation. With all this information, the second agent quickly reviews the customer information as well the context of the conversation, processes the chat interaction more effectively. At the termination of the chat, the chat log includes the original transaction ID along with the chat transcript. The chat log created with the first agent indicates the chat was transferred.
The transfer of information is supported throughout the customer journey, in a chain interaction where a chat interaction is transferred to and processed by multiple agents. Every agent receives the information until that point.
Note: The chat history is bound to the customer and the channel, so agents can see chat history from all previous interactions with the customer on the same channel. Agents cannot see what happened on another channel that the same customer might have used in the past.
Use Case
At AcmeJets, agent Robin accepts a chat request from customer Mia, who is looking for information regarding a recent sales order. Agent
Agents use the Agent Console to view and manage customer interactions. Virtual Contact Center supports Regular agents and Supervisor agents. Robin pulls up the order information and processes the request. Mia then has a billing related question. Robin must now transfer the live chat to their billing queue. She then informs Mia about the transfer and transfers the conversation to the billing queue. Agent John receives the chat request, takes a quick look at the customer information collected during pre-chat, accepts the chat to view the conversation details with agent Robin.
Step 1: Agent Robin accepts a chat interaction from customer Mia.
Agent Robin in the Sales department accepts the chat interaction from customer Mia and answers her questions.
Step 2: Agent Robin transfers the interaction to the Billing queue
Mia has a billing related question. Agent Robin must transfer her chat to the Billing queue. He informs customer Mia about the transfer.
Step 3: Agent John in Billing accepts the chat.
Agent John in Billing accepts the chat and receives all the information about the customer along with the chat transcript with agent Robin. The Transaction tab displays the following information:
- Transfer from: Indicates the agent who transferred the interaction
- ChannelPhone, email, or Web chat interactions arrive at a tenant on a channel. Virtual Contact Center uses skills based routing rules to place interaction requests into the appropriate Queue. Name: The chat channel that received the interaction
- QueueA queue is an ordered collection of interactions waiting to be served by agents qualified to respond to these interactions. In addition to enabling the call center administrator to customize how incoming interactions are prioritized and routed, queues also ensure that interactions are never lost or discarded.: The chat queue that is currently offering the interaction
- Customer: Customer name if this is an existing customer
- Company: Company name the customer is affiliated with
- Pre-chat information: Information collected via pre-chat (such as language and customer name)
- Transaction ID: The transaction ID of the chat interaction with this agent
Step 4: Agent John processes the customer’s billing question and ends the chat conversation.
Agent John chats with Mia, processes the interaction, and ends the conversation. Upon termination of the chat, the chat log pops. It includes the current transaction ID as well as the previous transaction ID. It also indicates that the chat is transferred from agent Robin.
The chat logged with agent Robin indicates that it is transferred to the billing queue.
