The chat window in CallGuide Agent

When you log in to the service for incoming chat, the chat window is opened. Like the queue status window, the chat window is a detached window that can be attached to CallGuide Agent’s main window. You can browse between these four separate windows, when they are opened, using various keyboard commands, Switch between Agent’s windows .
Also see Work with several chats at the same time and Jump to another support function using shortcuts.

Chat details

A chat tab is composed by the following parts:

• A title with a unique figure, also seen as text on a tab. The title can e.g. be the customer’s name
  
• A chat history area where the chat history, i.e. all entries in the current chat, is listed in time order, tagged with sender, date, and time. To ensure that the time points for chat entries are correct they follow the same clock, the one in CallGuide Server. This means that no attention is paid to the clock in the customer’s or the agent’s computer.
  
  
• System generated text such as e.g. the chat is placed in queue is seen in red text. The customer’s and the agent’s entries are seen by their own colours. Here you see the agent’s text in purple. The colour of the customer’s text depends on the selected Windows theme in the current computer.
• The entry field where you enter new entries. The entry field is invisible when the chat is in wrap-up.

When the customer is writing you see information about this in the area above the entry field.

The Send button that you click on to send the text in the entry field. You can also use the Enter key.
Ctrl ↵ inserts a carriage return in the text you are entering.

You click on the Drop button to end the chat in progress. When the chat ends up in wrap-up the Close button will become active. Using the Close button you end the wrap-up for a chat session and close the current chat.

The entire chat window is closed when you log out from the service for incoming chat.

See when a new entry is in progress

The layout and what the customer will see on the company web page, where your organisation offers chat, is configurable.

• The customer can see that you have accepted the contact.
• You both see automatically generated messages
• Both you and for the person using the chat client at your web page can see when the other party is writing.
  You see information about typing being in progress as long as there is text in the other party’s entry field.
• See the full scenario in A chat flow example

In the area between the chat history and the entry field, you see a semi colon with any name the customer has specified as identification. When the customer types in his text field, you see this in CallGuide Agent as well.

If the same chat is hidden behind another, you see the pencil icon on the visible top of the chat tab.

Display several chats at the same time

The chat window can display up to four simultaneous chats, each in its own position, just like the area for support functions in CallGuide Agent can show up to four support functions at the same time. Under the Client settings menu choice you select whether two, three or four chats, should be displayed.

Should you be processing more chats at the same time than the number you have selected to be visible, the surplus chats will be hidden. A hidden chat can be produced by a click on the corresponding tab.

Another method is to select the hidden chat from the menu opened with a right-click on a visible chat, anywhere except in the so-called chat history area and the entry field.

Jump between chats and to other windows

If you do not use a pointer, you still can jump between windows, and between chats.

To switch from the chat window to CallGuide Agent’s main window you use the CtrlShift J shortcut command. The same shortcut command brings focus back to the chat window, with your cursor in the entry field of the chat you were last working with, if it is still active.

If there are other separate windows open, you can switch between them using various keyboard commands, described inSwitch between Agent’s windows

You can also use keyboard to navigate within the chat window, as described in Work with several chats at the same time