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How staff initiate chat with user
Last updated: 2025-04-07 16:41:42
How staff initiate chat with user
Last updated: 2025-04-07 16:41:42

Description

Staff can re-initiate a session through the service record or proactively contact user through UserID.
Notes:
Only support staff to proactively contact users through the application/client channel. Other message channels are not supported.

Re-Start a Session through Service Records

Staff can view closed session in Service Record on Workspace. Click Reconnect below the chat record to open a new session window with the user.


Proactively Contact the User by UserID

Step 1: Staff can click in the upper left corner on the workspace and choose Direct chat.

Step 2: In the pop-up window, select external contact, search for the UserID of the IM user and choose user. Click start conversation, and a new session window with the user will open.


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