Processing callback requests
Contact details left by visitors when no online representative is available are collected in the Callbacks screen.
- Company administrators and agents
How to process callback requests?
Contact details left by visitors when no online representative is available are collected in the Callbacks screen. Who can do this: Company administrator and representatives. CSV download downloads the requests for the last 30 days as an Excel-compatible file. Click Callbacks in the left menu; the badge in the menu shows the number of new requests. Select the filter from the top: New, Called, Completed, or All.
Steps
Click Callbacks in the left menu; the badge in the menu shows the number of new requests.
Select the filter from the top: New, Called, Completed, or All 1.
Contact the visitor by clicking the phone or email; to see the chat, click Open Chat 2.
Write the result in the notes field and mark the request as Called or Completed 3.
- 1Status filter
- 2Opens conversation
- 3Mark status