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How to: Use Chat Notes
Chat Notes allow you to add quick internal note to a chat message. Notes can be viewed by all staff who can see the chat message. They can be used for things like noting a phone call, special circumstances, or steps that need to be taken. To learn ...
How to: Set and Use Chat Categories
Template Categories allow you to organize your Chat Templates. To learn more about Chat Templates and their functionality, please visit How to: Set Chat Templates. Template Categories can be customized to meet your organizations needs, some common ...
How to: Set Chat Templates
Chat Templates allow you to add quick responses to chat. When you start typing a response, the Chat Templates will auto complete the response for you. This can be great to standardize chat responses to frequently asked questions. To learn more about ...
How to: Create a Chat Report
The Chat report type is a report of incoming or outgoing chat messages for a specified time period. The report can be generated for a particular user's or participant's chat messages. Note: The Chats must be enabled on an account prior to use. Please ...
How to: Utilize Filters in Chat
Chat filters help you and your team stay organized in the Teletask Portal. You can organize your chats in different ways, including by their status, assignment, location, or subject These steps will walk you through the different chat filters and ...