Overview of Helpshift

With customizable segments that are always up-to-date, visitor targeting is utilized to deliver the right content to exemplary visitors. Businesses can customize their content and experiences for specific visitor categories via visitor targeting. It entails developing the segments you'll need to target the precise visitors you're looking for and meet your business objectives. In addition, you can be more proactive with targeted messages. They're like approaching a customer in a physical store, but online. They let you make announcements, present new items, and provide assistance to your website users. Depending on user behavior, traffic source, and traffic trends, you can build up various types of customized messaging.

When conversing with clients, live chat software gives agents capabilities that make it easier to help one another. If they require assistance from a more experienced agent, they can use transfers and supervision. As a result, there's no need to put clients on hold when in doubt. With a few clicks, agents can move talks to another agent or group. The recipient can then follow up on the case right away and respond in a matter of seconds. The configuration is simple and allows you to choose which Live chat group the chat will be migrated to and set up a message if all of the agents are unavailable.

You can use shortcuts to make commands that extend to pre-defined greetings, messages, or URLs. As an agent, shortcuts save time, but they should be used sparingly to maintain a balance between efficiency and personal tone. Visitors respond best when they feel like they're having a discussion rather than being given canned responses, in our experience. In live chat software, administrators can establish and change Team Shortcuts. All agents on the account have access to these. Any agent can create and alter Personal Shortcuts that only they have access to. When a team and a personal Shortcut have the same name, the personal Shortcut is used.

Persistent Chat is a live chat software communications idea that consists of standing, topic-based chatrooms with a focus on real-time messaging. Persistent chat allows you to establish long-lasting topic-based discussion rooms. Persistent chat rooms are places where a group of people who share a common interest can connect and work. You can share and find ideas and information by browsing or searching the chat history, and you may share and find ideas and information by submitting messages in real time. You can use persistent chat to search for material both within and across rooms, as well as establish alerts (notifications) and filters (subject feeds) to keep track of talks in certain rooms and about specific topics. Additionally, you have the option to build and run your own chat room.

Customers can contact you using an offline form if your chat representatives aren't available 24/7. Ticketing for offline messages is created through message routing. Turning the chat widget into a contact form emailed to an agent when a visitor fills it out is an example. You probably set up an offline form on your website when you're away from the office or asleep. Customers can leave their contact information and a query in this manner, and you can reach once you're back in your Live Chat program. Unfortunately, clients are sometimes turned off by this one-way dialogue. After all, they don't want to send a message "into the void" and wait an unknown amount of time for a response.

A knowledge database is a database that is used to share and manage knowledge. It encourages knowledge accumulation, organization, and retrieval. Many knowledge bases are built on artificial intelligence, allowing them to store data and solve problems using data from previous experiences recorded in the knowledge base. Data management technologies, varying from relational databases to data warehouses, are used in knowledge management systems. Some knowledge bases are nothing more than indexed encyclopedic information, while others are interactive and respond to the user's input. A knowledge database is more than just a place to store data; it can also be used to make intelligent judgments using artificial intelligence.

With just a click of a button, co-browsing allows you to see and interact with your customer's screen in real-time. Once given screen access, the support agent might quickly identify the issue, document it, and, if possible, resolve it in one session. Not only can the agent assist the customer in reaching their goal, but they can also take complete control of their browser if necessary. Your consumer doesn't have to do anything while your agent investigates the issue straight away. They do not need to install, download, or set up any additional software. Co-browsing is also private and safe because the agent only has access to the user's browser and cannot view or interact with additional information such as the user's tabs, files, or desktop.

Your visitors can communicate directly with your agent using the Call-me feature, which allows them to do so through phone, headset, mic, and speakers. The function is available on the Professional and Enterprise plans and unlimited incoming calls. When a visitor selects the Call Me button, they will be given the option of calling from their computer or their phone. You will see that the visitor is dialing from a computer and will receive a call from a system. When a visitor clicks the Call Me button and then picks the call by phone option, a plan will call them. When a guest calls from a phone, your agent will be able to view the visitor's phone number.

Some agents call in ill, while others are simply not working to their full potential. As a result, supervisors must be able to make quick decisions. Agent scheduling is the term for this. Agent scheduling aids in generating reports that compare schedules to agent performance and identifies schedule anomalies for agent evaluation and coaching. Unscheduling an agent from a shift in the schedule, evaluating a score function for each of a plurality of possible schedules that have the agent scheduled for different possible shifts, and selecting an improved schedule from among the plurality of possible schedules are all examples of methods for improving an agent schedule. The enhanced schedule is distinguished by a higher score function value.

The service desk, which is the single point of contact for all users dealing with IT, is usually tightly associated with incident management. When a service is disrupted or fails to achieve the promised performance during regular business hours, it's critical to get it back up and running as soon as possible. Any situation that has the potential to cause a breach or degradation of service should be met with a reaction that prevents the actual interruption. The goals of incident management are as follows. The incident management method focuses primarily on handling and escalating events as they occur to restore predetermined service levels. Root cause analysis and problem resolution are not part of incident management.

Social media integration is a marketing method that allows you to augment your current branding and marketing efforts using social media platforms. Social media integration helps develop brand recognition and extends the reach of your marketing initiatives by allowing customers to connect or exchange information about your website and social media on various social networks. Social media integration in live chat software enables you to set up a well-organized social media workflow, reducing the amount of systems, screens, and passwords that your agents must manage while also providing with a clear view of the messages and responses made to and from your teams.

Multi-Channel Customer Service encompasses a variety of platforms such as phone, email, live chat, social media, and self-service channels such as FAQs, knowledge bases, forums, online communities, and more. Given the numerous advantages, it offers, multi-channel customer care is quickly becoming the new standard. The term'multi' is the foundation of the notion. This means that your customers can contact your company via multiple communication channels with their questions or concerns. It's crucial simply because your customers want to get you as quickly and efficiently as feasible. However, the reality is that people prefer to be linked with you on their preferred channel.

You can resolve cases or support issues faster and more efficiently with answer templates. Answer templates (previously known as templated snippets) are reusable messages that can be copied to case or task forms to give users quick and consistent responses or display standard chat response messages in Agent Chat. Macros allow you to add dynamic content, drop-down lists, and fillable fields to templates, in addition to avoiding repetitive actions. For example, macros allow users to create templates with attachments so that they don't have to remember including a specific file every time they compose a particular letter. Instead, you can add information to the message body, fill in the Bcc, Cc, and Subject email sections, and much more.

Storing a document, usually, a digital document, in a document management system is known as document storage (DMS). We now employ electronic storage instead of filing cabinets. It conserves both space and time. When a document is saved, it is frequently tagged with a metadata collection to identify it as belonging to a specific category or classification. Then it's saved as a digital file. A document retrieval specialist knows about the document system's labeling, tagging, and schema. While the requester may be able to use the DMS, even with a simple keyword search, they are unlikely to be as efficient.

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than ever before, trusting them to create meaningful experiences by allowing customers to modify flavor, food shape, and even the actual packaging design of products. It serves as a tool for marketers to personalize products and services for specific customers. This is when a provider develops a new product or service for a particular customer that did not previously exist. This can happen in both the personal service and business-to-business markets. Companies with high-priced or one-of-a-kind products are more likely to use customized branding.

Ticket management is a means of dealing with issues and requests. Tickets are simple data entities used to track everything that needs to be done. Ticket management is a crucial business strategy built into almost all bug tracking software. Complex problems that can't be resolved in a chat can be handled through tickets. Because they're all in one spot, no inquiry goes unanswered. Customers can leave you messages in the chat widget even if you are unavailable. These communications will be saved as tickets, and you will be able to respond when you return to the internet. When a problem is too tough to handle on chat, you can also file a ticket while talking to a customer.

A chat survey is a method of gathering customer feedback to access their overall experience across channels such as the website, mobile apps, or in-app by rating the agent's performance and the number of products or services available. It's a helpful feature of live chat software that you may personalize with a greeting message and a feedback option that suits your company's needs. Surveys and feedback are simple yet efficient techniques to learn about your customers' opinions on your company. It's one of the most effective techniques to figure out where your customer service lacks and improve customer retention strategies. The survey questionnaire should be created based on your business needs to provide successful results.

The process of resolving known issues in a project is known issue management. Employee or vendor problems, technology failures, and supply shortages can all derail your project. You risk producing unnecessary friction, delays, or even missing the deadline if the situation isn't fixed. Issue reports are unique documents that include all relevant information about a particular topic. The problem tracking program usually creates them automatically. Only necessary data should be written into them by the developer or user. Issue trackers have this feature, and it's beneficial. Probably the most well-known issue is bugs or faults.

A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting instructions. Its goal is to make it simple for people to solve difficulties without asking for assistance. Knowledge bases result from a process known as "knowledge management" that collects and organizes all of that data in a meaningful manner. External or internal audiences can both benefit from knowledge bases. An appliance manufacturer, for example, might keep maintenance instructions in a customer-facing knowledge base and an internal knowledge base where personnel can learn about company policies.

A service level agreement (SLA) is a written contract between a service provider and a client that specifies the services to be provided and the expected level of service to be provided to the customer at all times. Vendors, services, and industries all have different agreements. Before subscribing to an IT service, the SLA should be thoroughly examined and tailored to maximize service value for both the end-user and the business. Service providers should note the distinctions between internal outputs and customer-facing results since they can assist in establishing service expectations. Service level agreements can cover/define a wide range of internal goals and KPIs.

In Incident, you may automate your work flow process for new requests by using automatic routing. It instructs the system on when and where incidents should be sent. Problem Type, Location, Building/Unit, Purpose, Project, or any combination of the five can be used to automatically route incidents. Location-based and problem-type-based routing are two of the most used routing strategies. Data is used in automated routing to give targeted support. Based on a customer's declared, inferred, and in-the-moment preferences, make informed decisions. With each completed encounter, predictive routing becomes wiser. Gather information and use it to propel your company's development.

Using escalation alerts, users can create notification rules for primary and custom entities. A few requirements may be included in escalation rules, which will result in email or on-screen alerts. Escalation rules are more complicated than notifications and can be used inside and outside a workflow. Escalation rules are typically used to create reports with more than five criteria or a complex SQL trigger clause. A message is displayed on screen or sent through email if one or more conditions are met, the clause is enabled, values are updated, or SQL is performed.

A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, or a service. It's one of several ways to give folks who need help self-service, self-help, and, ideally, self-care skills, with that help often requiring no interaction from support professionals. A self-service portal is a wonderful way to save time and money by expediting frequent service requests. Self-service portals also allow up service employees to work on more complex issues or develop new products that will help the company expand.

Live chat is a tool that allows employees to communicate with website users or with one another in real-time. It might be text, voice, or video-based chat that team members utilize to communicate with one another and discuss or resolve any issues that have arisen. Customer service Customers can also use live chat to communicate with customer service representatives without calling them directly. For example, users can send a message in a chat box instead of waiting for an email response, and then wait for a live chat response from an agent. Live chat might be misleading because there is usually a three-minute or more wait time despite its name.