Help Desk University – Part 1 – Chat Invitations

Be proactive – invite your customers to chat from the chats overview screen!

First, you need to creat a chat invitation. It’s quite easy. Have a look at our instruction video or check out this knowledge base article.

Worried that your customers may be lost on your site? Use this feature to proactively invite them to chat. It’s as easy as one click.

After you login to your agent panel, navigate to chats, then chat overview. There you can see an overview of  your customers or potential customers browsing through your website. See someone on the pricing page? Someone’s looking at your trial page? Invite them to chat with you. Just click the “hand” icon right next to them and choose invite.

Do not forget that proactive chat invitations work the other way around as well. Your customers will be prompted to start a live chat when he visits the section where you have this function activated.

Niki Vajdova

Marketing Intern

Student at Faculty of management - Comenius University in Bratislava.

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