Helvia Documentation
  • ChatBricks Release Notes
    • Helvia Release 5.38.0
    • Helvia Release 5.37.0
    • Helvia Release 5.36.0
    • Helvia Release 5.35.0
    • Helvia Release 5.34.0
    • Helvia Release 5.33.0
    • Helvia Release 5.32.0
    • Helvia Release 5.31.0
    • Helvia Release 5.30.0
    • Helvia Release 5.29.0
    • Helvia Release 5.28.0
    • Helvia Release 5.27.0
    • Helvia Release 5.26.0
    • Helvia Release 5.25.0
  • Helvia LiveChat Guide
    • About Helvia LiveChat
      • Helvia LiveChat features
      • How LiveChat works
      • LiveChat agent steps
    • LiveChat interface
      • Conversations, Requests and Settings tabs
      • Conversation details pane
      • Action buttons
      • Canned responses
      • Chat pane
    • Managing live-chat requests
      • Accepting a live-chat request
      • Using canned responses
      • Creating canned responses (Agent)
      • Adding notes to a conversation
      • Transferring a live-chat conversation
      • Using predefined actions
      • Ending a live-chat conversation
      • Exporting a conversation transcript
    • LiveChat settings
      • Organization LiveChat settings page (admins only)
      • Bot-specific LiveChat settings (admins only)
      • LiveChat system messages (admins only)
      • LiveChat settings (agent)
Powered by GitBook
On this page

Was this helpful?

  1. Helvia LiveChat Guide
  2. About Helvia LiveChat

LiveChat agent steps

PreviousHow LiveChat worksNextLiveChat interface

Last updated 2 years ago

Was this helpful?

As a LiveChat agent, it is important to know how to use the LiveChat application effectively to provide excellent customer service. Here's an overview of the steps to follow:

  1. Login to the Helvia LiveChat application.

  2. Familiarize yourself with the : Once you have logged in, take some time to familiarize yourself with the interface.

  3. : When a chat comes in, you will receive a notification. Click on the chat to open it and start typing your response. Be sure to greet the customer and introduce yourself.

  4. Use If you find yourself typing the same responses repeatedly, use canned responses. Canned responses are pre-written messages that you can use to respond to common questions.

  5. Use emojis and emoticons: Emojis and emoticons can help you convey emotions and tone in your messages. Use them sparingly and appropriately.

  6. : If you are unable to resolve a customer’s issue, you can transfer the chat to another agent or department. Be sure to explain why you are transferring the chat and provide any relevant information.

  7. : When the chat is over, end the chat by thanking the customer for their time and offering any additional assistance if needed.

  8. : Take notes during the chat to keep track of the customer’s issue and any actions taken. This will help you provide better service in the future.

  9. Follow up: If you promised to follow up with the customer, be sure to do so in a timely manner. This will show the customer that you value their business and are committed to resolving their issue. By following these steps, you can use the LiveChat application effectively and provide excellent customer service.

interface
Respond to chats
canned responses:
Transfer chats
End chats
Take notes