Overview of Sales.AI

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.

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.