Live chat and email, answered from one console
What the module does
The Chat Ops Console gives your team a live chat queue with assignment, canned replies, snooze and close. Updates stream in near real time, so agents never refresh to see a new message.
The Mailbox lists email threads linked to clients. Agents read, reply, send and act on threads in bulk, and can send a payment link or record a collection without leaving the conversation.
Key features
Live chat queue
Incoming chats queue up and are assigned to agents.
Canned replies
Answer common questions with replies your team already wrote.
Snooze and close
Snooze a chat until it needs attention, then close it when done.
Near real-time updates
The console streams new messages without a page reload.
Client-linked mailbox
Read, reply, send, bulk-act on and trash emails linked to clients.
Payments from the chat
Send a pay link or record a collection inside the conversation.
Do agents need to refresh to see new chats?
No. The chat console streams updates in near real time.
Are emails linked to the client?
Yes. Mailbox threads are linked to client records, so the conversation history stays with the client.
Can an agent take payment during a chat?
Yes. Agents send a payment link or record an offline collection from the chat console.