Closing discussions is an essential step that is not to be overlooked. At the end of each discussion, consider closing and qualifying your exchange.
1/ Close a discussion
Once the exchange is done with your visitor, it is necessary to close the discussion.
Once you close the discussion, visitors are warned of the end of the discussion, and the chat window is automatically reduced on their side after 5 seconds. Visitors can also close the chat window, at which time you will be alerted.
You can close a discussion by clicking on the close icon of the chat window or the "End chat" link present in the action pane on the left.
Once you do this, a window appears and allows you to perform certain actions before permanently closing the exchange.
1.1/ Qualify the discussion
It may be interesting to qualify your discussions to be able to later extract statistics based on topics covered in your exchanges. For example, you can know the average handling time of exchanges concerning your after sales service.
You can add a new conversation type at this stage or use an existing type from the drop down menu (1).
1.2/ Add a conversation endnote
In addition to qualification, you can add a conversation endnote (2). This is an open comment about your exchange and will be able to be consulted later in the chat history of the discussion.
1.3/ Quality survey
Our main objective is for you to enjoy using the chat solution. That’s why we’ve created a satisfaction survey (3) : it allows you to qualify the quality of our network and the quality of the iAdvize solution in general after you’ve had a chat conversation.
Transfer the history of the conversation and the associated note by selecting the option (4) and enter the recipient's e-mail address.
To save the chat history in Zendesk, select the option (5).
2/ In case you forget
It is always possible to qualify an exchange after it has been closed or add a note from the chat history by going to "Log > Conversations", and opening a conversation.
Before ending a social conversation, you can tag the discussion using conversation types.
When you end a social conversation (from Messenger, Facebook, Twitter, WhatsApp, etc.) you have two options: (1) "Close" and (2) "Close and end the conversation"
(1) When you click on the "Close" option, the chat window disappears from your discussion panel but remains in the picking list.
(2) When you click on the "Close and end the conversation" option, the chat window disappears from both your discussion panel and the picking list. Thus, this conversation is taken into account in your iAdvize reports.
N.B. For now, it's not possible to find the conversation history of social conversations. This feature will be available in 2018.