Customer Support Team Chat

Team Chat offers real-time messaging, allowing agents to start conversations, reply to colleagues, and maintain ongoing discussions related to campaigns, leads, or customer interactions.

The Team Chat feature enables internal communication between agents and team members within the platform. It allows teams to exchange messages, coordinate tasks, and share updates without leaving the system.

The Team Chat feature enables internal communication between agents and team members within the platform. It allows teams to exchange messages, coordinate tasks, and share updates without leaving the system.

How to Use

Open the Team Chat section from the side navigation bar to access the menu. Click “START PRIVATE CHAT” to begin a new conversation, or select an existing conversation if your team is already active. Select a user from the dropdown menu, type your message, and attach a file if needed. Then click “SEND” to start the conversation. Conversations are displayed in threads, allowing users to easily follow discussions. If you need to manage communication across different departments or groups, you can start a group chat. From the TeamChat dashboard, click “CREATE GROUP CHAT.” Enter a group name, select the team members you want to include, then click “CREATE GROUP” to start the conversation with your team. The group will be visible in the conversations tab, where you can filter from All Chats, Private Chats, and Group Chats.

Best Practices

Use Team Chat for quick coordination and internal updates. Keep messages clear and relevant to ongoing work. Share important updates that may affect team activities or customer handling.