Getting Started
Sharing media/ files in from URVA drive in URVA chat
This guide will help you use the feature to attach media from URVA Drive and share templates in a chat thread. Follow the steps below to easily share relevant information and resources during your conversations. Open your URVA app, go to the Connect ...
How to close chats in URVA connect?
Follow the steps to resolve/ chat: From URVA web, go to OPEN tab. Click any chat to open. You will see a tick mark option to close the chat. Click "OK" on the confirmation pop-message. The chat will be moved from OPEN tab to CLOSED. You can view all ...
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 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 to view media/docs shared in a message thread ?
To view all the media files/ documents shared in URVA Connect with a customer can be viewed under Customer Profile. This is how you can do it: Mobile App: Open URVA Connect app. Go to customer chat thread. Click on Customer Name to open its profile. ...
How the manager can view Dashboards for reporting team?
Manager can view the performance of his team members in URVA connect through chat Dashboards. To view the different dashboards created in Converge, follow these steps: Mobile App: Open URVA Connect app. Go to menu from URVA Connect icon from top left ...
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 view customer profile?
User can view customer profile in URVA Connect app with details like customer name, contact details, history and other profile details. Follow these steps to view customer's profile in URVA Connect: Mobile App: Open URVA Connect app. Go to customer ...
How to initiate voice call?
From URVA Connect, Rm can initiate a voice call to customer for better communication experience for customer. Voice call can be initiated by following below steps: Mobile App: Open URVA app. Go to Customer 360 degree page. In the "Customer 360" view ...
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 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 ...
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 ...
How to share media /doc files?
Rm can share media files to customers through URVA Connect like photos, videos, attachments, audios and documents etc. Follow these steps to shared media files to customers: Mobile App: Open URVA Connect app. Go to customer chat thread. Click on ...
How to use templates for quick response?
Templates/ Canned messages can be created in URVA Connect, follow these steps: Mobile App: Open URVA Connect App. Go to any customer chat thread. Click on attachment icon. Click on Templates. Now select any template from the list and send message. ...
Login in URVA Connect
Login in URVA Connect mobile app: Download the URVA Connect app from Play Store or App Store. Open the app. Now swipe to left till you get the login option. Now click on Login. On the next screen, enter Org Code. After that, enter your Username and ...