Chat overview

With 8x8 Contact Center, administrators can improve customer engagement by proactively offering web chat with live agents. You decide when and where to offer a chat based on web page hover time or your organization’s chat capacity. Customer information from the web interaction can be used to drive screen pops to the agent to make the interaction as efficient as possible.

In 8x8 Agent Console, chat interactions provide a means of responding in real time to customer inquiries. Depending on the configuration of your contact center, the contact center's chat access page can be configured to either allow or require a customer to supply an account number or other information to identify themselves before beginning the chat interaction. 8x8 Contact Center uses this information to look up our Local CRM for a matching customer record. When you accept the new chat session, 8x8 Agent Console opens the matching customer details record. If the customer has not supplied any identifying information before beginning the chat, you can use the chat window to ask the customer for the information you need to create a new customer or case record.

  • A (Legacy Implementation): The chat channel was implemented using Support Center functionality. The Support Center contained a link to the chat channel, which in turn could be hosted on your web page. We have retired Support Center functionality, but providing new tools and interfaces for Chat via our new implementation.
  • C (New Implementation): We offer chat, SMS, and social media channels with better chat workflow and design. Host your contact center’s chat channel on your web page, independent of Support Center. You can design a proactive web chat interface according to your company’s requirements, build a chat script to define a logical workflow for your chat channel, and finally, generate a code snippet to be placed in your website. For details about chat, see our documents for the Embedded Chat Channels. To take advantage of social media to service customers, such as Facebook and Twitter, see our guide about Social Media Integration.

The chat interactions directed from A or C implementation flow through the specified 8x8 Contact Center chat queue, and then to the available contact center agents.

  • B (Legacy Implementation): Agents can process a single chat at a time, the traditional way, on 8x8 Agent Console.
  • D (New Implementation): Agents can process multiple chats concurrently. Agents can process up to six customer chats concurrently, if configured by the administrator.


  • Customers can enter a web chat with live agents.
  • Decide when and where to offer a chat based on your company's need and the resources.
  • Interact with customers efficiently by pulling out their information on a screen pop.
  • Respond in real time to customer inquiries.
  • Allow customers to supply account information to identify themselves before beginning the chat interaction.
  • Look up the Local CRM and open a matching customer record using the customer's account information.
  • Use the chat window to ask customers information for a new customer or case record.
  • Handle customer chats in any of the supported languages of agents, or use the automatic translation tool.
  • Associate each 8x8 Contact Center agent with one primary and one or more secondary languages of fluency.

This chapter involves:

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