Can you prioritize rules in automated chat invitations salesforce

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What is a chat invitation?

This invitation allows customers to start a chat with an agent when an agent with the correct skills is available to chat. If you don’t have a My Domain deployed in your org, your URL formats are different.

How does a customer invite an agent to a page?

The customer circles their mouse around an item on the page that they want to ask an agent about. . The agent watches the customer’s screen and manually sends an invitation. 4 When can the customer see their place in line with queue position?

How can you improve your customer service chat experience?

Customer service is about the customer, and there are ways that you can improve their chat experience, too. Let’s take a look at a few features you can use to dazzle and amaze your loyal customers. Lets agents request a file from the customer during a chat.

What is customer service?

Can you display a warning before chat?

Is Maria ready to add chat to Ursa Major Solar?

Is web chat a service?

See more

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1. Track — and weight — time spent

Sales reps aren’t like lawyers in that they’re charging “billable hours,” but imagine for a moment if they were. How would they justify some of the time they allocate to sending around documents, talking on the phone to a lead that’s going nowhere or even taking half the day to drive to the office of a prospect that’s considering a minor purchase?


3. Go where the data sends you

Being a sales rep means having to make a lot of judgement calls, from accepting the marketing department’s leads to determining the right pitch for a prospect to configuring a particular bundle. Some reps might find themselves doing these things so often, and in such a bespoke way, that it exhausts them instead of motivates them.


Final thoughts

Managers have good reason to keep their reps busy, but that “busyness” should not come at the expense of actual results.


What is customer service?

Customer service is about the customer, and there are ways that you can improve their chat experience, too. Let’s take a look at a few features you can use to dazzle and amaze your loyal customers.


Can you display a warning before chat?

You can also display a warning before the chat ends to give them a chance to speak up. Lets agents select from a list of reasons when they decline a work request. Lets agents block a customer who’s spamming or otherwise violating your terms of service. That’s a lot of productivity.


Is Maria ready to add chat to Ursa Major Solar?

Maria has tested web chat and is ready to add it to Ursa Major Solar’s website. After she’s done with the launch, here’s how she can expand Ursa Major Solar’s service channels based on what she set up today.


Is web chat a service?

Web chat is already an efficient customer service tool, but we’ve baked in some features that can help your agents do more, faster. Let’s take a look at some of the most useful chatting tools that you can give to your support team.

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