URVA Connect
Login URVA Connect
Login in URVA Connect mobile app: Download the URVA Connect app from Play Store or App Store. ...
How to re-assign chat to other user?
In case an RM is on leave or unable to reply to a customer's message, URVA Connect allows him to...
How to create tags & add them to chat threads?
Tags can be helpful in reminding of things or as an identifier for a particular chat thread. Fol...
How to view chat threads based on filters?
Chat filters are helpful in identifying chats on the basis of platforms. As multiple Customers ar...
How to initiate voice call?
From URVA Connect, Rm can initiate a voice call to customer for better communication experience f...
Create templates for quick response
Templates can be created for URVA Connect app for better and quicker response to customers. Let'...
How to invite a new customer to chat?
RMs can initiate a conversation with the customer by using invite user feature by following these...
How to define TAT for escalation of cases?
Converge has SLA system in which we can define a certain TAT based on which the manager will get ...
How to view customer profile?
User can view customer profile in URVA Connect app with details like customer name, contact detai...
How to turn on private mode in a chat?
Converge facilitates managers/ Supervisors to see chat between the agents/ RMs and their respecti...
How the manager can view Dashboards for reporting team?
Manager can view the performance of his team members in URVA connect through chat Dashboards. T...
How to use templates for quick response?
Templates/ Canned messages can be created in URVA Connect, follow these steps: Mobile App: Open...
How the manager can view the chats of the RMs and the customers ?
Manager as a supervisor can view and monitor the chats between the RM and Customers. RM can add ...
How to view media/docs shared in a message thread ?
To view all the media files/ documents shared in URVA Connect with a customer can be viewed under...
How to share FAQs in URVA Connect app?
FAQs can be used as reference material by RMs or can be shared to customers or other RMs as well....
How to change customer mapping in URVA Connect app?
In case of new RMs to be mapped with existing customers, we can easily change the customer mappin...
How to update customer profile in the CRM?
RMs can update customer profile information from URVA Connect app. Follow these steps to do so: ...
Medi/ File Sharing
How to set reminder via URVA Connect?
Users can set reminders in URVA Connect app for a meeting with a customer. Very easy to use and q...
How to bulk assign chats in URVA Connect app?
Now URVA Connect users can assign multiple chat to the user in a single click by following below ...
How to bulk resolve chats in URVA Connect app?
Users can easily resolved multiple chats in less time by using URVA connect app. There are some s...