Chat Desk User Guide


As a Supervisor, you can configure settings and preferences so that your Chat Desk product is best suited to serve your needs.
From the Chat Desk Dashboard, click 'Settings'.
From here you can add/edit:
  • Business profile - update business name, industry, logo, and location; set agent support hours
  • Chat tags - manage custom tags that agents can use to label chats
  • Auto-responders - enable and edit messages that are automatically displayed to end-users in specific situations
  • Preferences - set preferences around agent capacity, chat routing and distribution behavior, timers, and timeouts
  • Surveys - create custom surveys to display at the end of a chat to help you gather valuable information about your customer's overall experience and satisfaction levels
  • Canned Replies - create pre-written replies that agents can use in the chat environment to save time in resolving tickets