Handle chats

A chat channel facilitates communication of interactions in and out of a 8x8 Contact Center tenant. When an interaction comes to the channel via chat, it is directed to the appropriate queues via skill-based routing rules.

To receive or send chats using the 8x8 Contact Center for Zendesk, you must:

  • Be a member of the chat queue to which the chat is routed.
  • Place yourself in the Available status.

The data lookup for searching the CRM is via an email address. To trigger a chat request, customers must enter an email ID.

Chat flow

If the application is open, when a chat is offered, the Chat tab blinks red indicating an inbound interaction. Click the chat tab to accept the chat.

To accept a chat:

  1. Click the Chat tab to accept the chat.

  2. Handle the chat interaction with the customer. The Search tab allows you to see the matching records or add your Wrap up notes.

    Note: Wrap-up fields can only be populated from the 8x8 integration during an active interaction.

  3. Click End to finish the chat.

  4. The post-processing time initiates if your administrator has set it up for your tenant. Post-processing gives you time to add more notes for the chat.

    Note: Your administrator sets the post-processing timer. If the post-processing countdown interval reaches zero, 8x8 Contact Center for Zendesk automatically sets your status to Available.

  5. Click End Post Processing, or wait for the chat to terminate.
  6. Click Work Offline if you need more time to complete any post-processing tasks.
  7. At the termination of the chat interaction, the chat log pops. The log includes information about the time the chat was initiated, accepted, and terminated, along with the chat transcript.