How do the Chat supervisor enter the active interaction when the Agent types /help

Jemi David1
Tera Expert

I have read in docs that during a chat between a requester and agent, an agent may want to privately ask a chat supervisor for assistance or a chat supervisor and an agent may want to converse without the requester knowing. For this Agent whisper needs to be enabled in chat setup which we have already done. When I type /help in the interaction record, it says "Your request for help has already been submitted". Can you please help me understand how a chat supervisor will be able to join this existing interaction?

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1 ACCEPTED SOLUTION

Stefan K_
Tera Expert

1. Supervisor needs "awa_manager" role
2. I believe this is the OOB way for supervisor to see if someone has asked for help (however I would expect some alert rather than supervisor manually refreshing this list): Agent Workspace>>Lists>>Conversation Monitoring>>Active Chat Interactions>>Look at the "Help Requested" column
3. When you have "awa_manager" role and open an interaction with active chat, you see this in the chat area:

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7 REPLIES 7

MarkD
Tera Expert

I can give a partial answer - If another agent (or supervisor) views the interaction record they can view the live conversation and can click "Send Private Message" to assist the agent.

The part that I also do not understand is how the supervisor is alerted to the request for help when the agent types '/help'.

The documentation seems to imply that there is something visible on the dashboard however I have not been able to locate it:

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- Update - I was able to create a workspace notification on the Interaction table with the condition:  Help Requested [changes to] True.

Clicking the alert opens the interaction, which provides the supervisor with options for joining the chat (public or private).

dcb
Tera Contributor

Hi Mark, This is helpful. We are currently exploring this feature in Quebec, out of curiosity did you or your team manage to locate any dashboard which the documentation implies?

 

Hi, no I didn't see anything on the standard or 'premium' ITSM landing page.

We created that workspace notification which I think is a good start but we've disabled the whisper feature while our support managers decide if they'd like to use it or not.

Another option would be to add a report on a landing page for managers that displays Active Interaction records where Help Requested is True.

Hi Mark,

 

Can you provide the steps on how you have created the notifications