How to re-assign chat to other user?
In case an RM is on leave or unable to reply to a customer's message, URVA Connect allows him to assign the chat to his senior or to his team mates. This provides a complete Customer Service with no loss of business.
Mobile App:
Assign the chat from one user to another one by one, follow these steps:
- From URVA Connect home page, click on the message of the customer under Open tab.
- Now a new chat window will appear.
- Click
option on the card named Unnamed Thread. - User list will appear, select the user to which you want to assign chat.
- Click on Tick to assign the chat.
- The complete thread will be removed from your app and will be transferred to the selected user.
Assign the chat from one user to another in bulk by following these steps:
- Alternatively, you can press & hold the chat and then select multiple chats from chat screen.
- Now click Re-assign option from the bottom of the screen.
- Select the user from the list to assign and then click
Web App:
Assign the chat from one user to another, follow these steps:
- From URVA Connect home page, click on Conversations.
- Now a new chat window will appear and select a customer whose chat you want to assign.
- Click three dot option on the card named Unnamed Thread.
- User list will appear, select the user to which you want to assign chat.
- Click on Submit to assign the chat.
- The complete thread will be removed from your app and will be transferred to the selected user.
Assign the chat from one user to another in bulk by following these steps:
- Alternatively, you can press & hold the chat and then select multiple chats from chat screen.
- Now click Re-assign option from the bottom of the screen.
- Select the user from the list to assign and then click
Related Articles
How to start a chat on URVA connect?
Start chat with a customer on web: Open URL: feetport.app Login screen will appear, enter Org Code. After that, enter your Username and Password, then click Submit. Now you will be able to see home screen of URVA Connect. Click on scan icon from top ...How to view chat threads based on filters?
Chat filters are helpful in identifying chats on the basis of platforms. As multiple Customers are handled by a single RM, it can be difficult for him to identify chats. Chat filters can be used by following these steps: Mobile App: Open URVA Connect ...How to turn on private mode in a chat?
URVA Connect facilitates managers/ Supervisors to see chat between the agents/ RMs and their respective customers using Private Mode option. Follow below steps to do so: Mobile App: Open URVA Connect app. Click on customer chat thread. Now click on ...How the manager can view the chats of the users and the customers ?
Manager as a supervisor can view and monitor the chats between the RM and Customers. RM can add his supervisor in his conversation between him and the Customer by simply putting the chat in private mode. RM has to follow below steps and the manager ...How to create tags & add them to chat threads?
Tags can be helpful in reminding of things or as an identifier for a particular chat thread. Follow the below steps to create tag and add them to chat threads: Mobile App: Open converge app. Click on any customer chat thread. Click on three dots in ...