Save time by automating your welcome messages
Learn how to use the “Agent Desktop” to manage conversations & provide great customer experience to your customers.
Deactivate AI to start a conversation with your customer
Leaving notes can help your supervisor & team member understands your take on a specific conversation or common issue
Privately chat with your team member or supervisor using the Whisper Mode
You can update customer's info during a live conversation like name, email, address, phone number & more
Create tickets on the go while having a live conversation with your customer
Create transactions on the go while having a live conversation with your customer
Browse customer's previous tickets while you are in a live conversation
Browse customer’s previous transactions & orders while you are in a live conversation
While agents are handling customers’ conversations, they can receive attachments that support the customer case. These files are saved for future reference in the Attachments tab of the conversation. In […]
Summary Tactful AI Agent Desktop allows users to communicate smoothly through their connected channels, all with the ability to browse and/or add user info, previous transactions, and tickets. Agent Desktop […]
In this article we’ll introduce how agents can make/receive calls through Agent Desktop. ℹ️ Voice feature is only available for Enterprise plans. Initiating calls Agents can initiate calls: From dialer […]