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From Bright Pattern Documentation
< 5.8:Agent-guide‎ | Tutorials
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• 5.19 • 5.3 • 5.8


Chats

  • Overview

Accepting/Rejecting Chats

  • How to Accept a Chat Request
  • How to Reject a Chat Request

Audio/Video Chats

  • How to Have an Audio Chat
  • How to Have a Video Chat

Canned Responses

  • How to Create and Edit Canned Chat Responses

Co-browsing

  • How to Co-browse with Surfly Integration
  • How to Co-browse

Creating Cases

  • How to Create a Case from a Chat Session

Flagging Chats

  • How to Flag an Interaction

Follow-ups

  • How to Schedule a Follow-Up Activity from a Chat Session

Forms

  • How to Send a Secure Form

Multiple Chats

  • Handling Multiple Chat Sessions

Remote Assistance

  • Overview: Remote Assistance in Chats
  • How to Initiate Remote Assistance During a Chat/SMS/Messaging Session
  • How to Transfer a Remote Assistance Session to a Different Agent During a Chat Session

Sending Chat Messages

  • How to Send SMS/Text Messages
  • Chat Messages
  • How to Send and Receive Pictures and Documents

Terminating the Chat

  • How to End a Chat Session

Transfers

  • How to Transfer Your Chat Session
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